Products
Pensions and retirement products
Investments
- Prudential Investment Plan
- Prudence Inheritance Bond
- Prudential Onshore Portfolio Bond
- The Prudential ISA
- OEIC Fund Range
- Prudential International Investment Bond
- Prudential International Investment Portfolio
Estate planning
Legacy Products
Funds
- Fund Reporting Tool
- Prudential Life Distribution Funds
- With Profits
- Dynamic Portfolios
- Dynamic Focused Portfolios
- PruFund Range of Funds
- Selected funds past performance graphs
-
PruFund Expected Growth Rates
- Expected Growth Rates - Flexible Investment Plan
- Expected Growth Rates - Flexible Retirement Plan
- Expected Growth Rates - International Prudence Bond
- Expected Growth Rates - PruFund Investment Plan
- Expected Growth Rates - Prudential International Investment Bond
- Expected Growth Rates - Prudential Investment Plan
- Expected Growth Rates - Prudential ISA
- Expected Growth Rates - Trustee Investment Plan
- Expected Growth Rates - Retirement Account Series D
- Expected Growth Rates - Retirement Account Series E
- PPMG
Online Services
- Portal illustrations
- Agency Registration and Administration
- Access Online Services
- Back office system integrations
- Retrieve Illustration Top Up (Flexible Investment Plan)
- Application Top Up (Flexible Investment Plan)
- Retrieve Illustration (Flexible Investment Plan)
- Valuations/Policy Details (Flexible Investment Plan)
- Valuations
- Retrieve Application
- Retrieve Illustration Top Up (Distribution Bond)
- Retrieve Illustration Top Up
- Retrieve Application (Flexible Investment Plan)
- Illustration Top Up (Flexible Investment Plan)
- Application Top Up (Distribution Bond)
- Illustration Top Up (Distribution Bond)
- Illustration Top Up
- New Business Tracking (Flexible Investment Plan)
- Fund Switching (Flexible Investment Plan)
- Application Top Up
- Illustration (including Drawdown)
- Retrieve Illustration (including Drawdown)
- Application
- Retrieve Application
- New Business Tracking
- Fund Switching
- Valuation
- Application
- Illustrate and apply
- Remuneration
- Reporting
- Adviser tools
- New Business Tracking
- View your clients
- PruAdviser online services
- Invisible View your clients
- Invisible Adviser tools
- Annuity Copy Statements - Customer Search
- Annuity Copy Statements - Client List
- General Enquiry/Valuation
- Pension Valuation (Former M&G pension products)
- Group Enquiry (Premier Group Personal Pension)
- New Business
- Valuation (Premier Personal Pension)
- New Business (Premier Group Personal Pension)
- Pension Valuation (Premier Stakeholder Pension)
- New Business (Premier Group Stakeholder Pension)
- Group Enquiry (Premier Group Stakeholder Pension)
- New Business Tracking
- New Business Tracking
- New Business Tracking (Premier Group Money Purchase Pension)
- New Business Tracking (Premier Group Personal Pension)
- New Business Tracking (Premier Group Stakeholder Pension)
- Valuation (Section 226 Pension Increment)
- Illustrations
- Service Availability
- Changes to our customer illustrations
Tools and calculators
- Retirement Modeller
- Flexible Retirement Plan Modeller
- Defined Benefit Pension Input Amount Tool
- Emergency Tax Tool
- Salary Exchange Calculator
- Capped Drawdown GAD Calculator
- Annual Allowance Calculator
- Extracting Company Profits Tool
- Inheritance Tax Calculator
- Investment Calculator
- Prudential Trust and Application Form Tool
- Discounted Gift Trust Discount Calculator
- School and University Fees Calculator
- Available Funds and Preferential Terms Calculator
- PruAdviser Collectives and Bonds calculator
- With-Profits Annuity Income calculator
- App Generation Tool
- ISA Costs and Charges Calculator
Knowledge and literature
- Knowledge TV videos
- Literature library
-
Knowledge Library
- Are gifts really deliberate deprivation of assets for care home fees?
- Common sense has broken out
- The Divorce (Financial Provision) Bill and the impact on financial planning
- Pensions Q&A
- Discounted Gift Trust: Q&A
- Trusts for disabled persons - to elect or not to elect
- Prudential Market Insights | March 2018
- A couple of pension titbits
- Tax year end planning for annual allowance
- Tax year end allowances exemptions
- And the hits just keep on coming
- Helping you demonstrate the value of financial advice
- Pensions, ISAs and LISA
- Planning residence nil rate band
- Additional protection for flexible pension consumers
- AIFs for individual investors: the facts
- High income child benefit charge
- Corporate-owned bonds
- Discounted gift trusts: payments to beneficiaries
- Discounted gift trusts: changing the underpinning investment
- Domicile status for individuals: the facts
- Drawdown
- Early retirement planning
- EIS, VCT and SEIS
- Enhanced protection
- Family investment companies
- Fixed protection 2012, 2014 and 2016
- Flexi-access drawdown vs UFPLS
- Gift aid donations by individuals: the facts
- Inheritance Tax meets Child Benefit Tax
- Inheritance tax and pensions
- Individual Savings Accounts (ISAs): the facts
- Individual protection 2014 and 2016
- Inheritance Tax taper relief
- Life assurance policies and insurable interest requirements
- ISAs: planning ideas
- Legal structures of pension schemes
- Lifetime allowance: the facts
- Loan trusts: the facts
- Normal expenditure out of income exemption
- Pension commencement lump sum (tax-free cash)
- Pension switches without safeguarded benefits
- Pensions can be a valuable tool in an individual's tax planning
- Pensions and divorce
- Pensions and inheritance tax: planning ideas
- Income tax personal allowance: planning ideas
- Income tax personal allowance: the facts
- Phased retirement
- Inheritance Tax potentially exempt transfers
- Primary protection
- Protected early pension age
- Purchased life annuities: the facts
- When can retirement benefits be taken?
- Uncrystallised fund pension lump sum (UFPLS)
- Salary sacrifice: pension planning ideas
- Salary sacrifice: the facts
- Section 32 arrangements
- Small pots and defined benefit trivial commutations
- Taxation of offshore policies: planning ideas
- Tax relief on employer contributions
- Tax relief on member contributions
- Taxation of offshore policies: the facts
- Taxation of pension income
- UK investment bonds: taxation facts
- The new State Pension
- Top slicing relief: the facts
- Top slicing relief planning
- Transferring a pension scheme
- Transferable nil rate band: the facts
- Transferable nil rate band: planning
- Trusts for disabled persons
- Trustee investment considerations: the facts
- Trustee residence status rules for the UK
- Types of pension arrangements
- What is a pension annuity?
- Money Purchase Annual Allowance (MPAA)
- Inheritance Tax relief for business property
- Extracting profits from your business
- High net worth client planning
- Spousal bypass trust: the facts
- Qualifying recognised overseas pension schemes transfers
- Comparing pension and buy-to-let as retirement planning vehicles
- Tax-free cash and protection
- Death benefits from defined contribution schemes
- AIF planning for individual investors: planning ideas
- Death benefits and annuities
- Death benefits for defined benefit schemes
- Inheritance Tax annual exemption
- Loan trust: planning ideas
- Pension transfers and conversions
- Trustee record keeping
- Gifting guidance for attorneys and deputies
- Discounted gift trusts: the facts
- UK investment bonds: taxation planning ideas
- Income tax rates and order of tax
- Income or assets overseas – client notification obligations
- Tapered annual allowance
- Corporate investment CGT video
- Corporate investment corporation tax video
- Corporate investment example video
- Corporate investment OEICs video
- ISA functionality video
- Bonds life assured vs owner
- Bonds withdrawing money
- Bonds introduction video
- Bonds chargeable events and gains video
- Annual allowance for pension savings
- Investment bonds – segment surrender v surrender across the segments
- Carry forward of annual allowance
- Charities and insurance bonds: implications
- Pension contributions: Q&A
- Pension recycling
- Corporate investment fundamentals video
- Retirement Account functionality video
- RAC, SIPP and SASS pensions
- Why invest in Alternatives webinar
- An insight in to Multi–Asset Portfolio Management
- Long–Term Asset Allocation webinar
- Manager oversight webinar
- University fees planning webinar
- Political update September 2017
- Quarterly market update September 2017
- Introduction to Investment Research webinar
- Investment considerations for trustees webinar
- Pensions and Trusts webinar
- Tapered annual allowance planning
- The Residence Nil Rate Band (RNRB) webinar
- What of trusts 1 webinar
- What of trusts 2 webinar
- Corporate investment considerations video
- Corporate investment inheritance tax video
- Investment update August 2017 video
- 5 days, 5 great planning ideas: a week of opportunities
- Death benefits and lifetime allowance: Q&A
- Market update June webinar
- Pensions and divorce Q&A
- Nearing lifetime allowance webinar
- 100% tax relief webinar
- Corporate investing webinar
- Tax free income webinar
- Scottish Rate of Income Tax webinar
- Chargeable event gains on bonds and Capital Gains Tax QA
- 5% Tax Deferred Allowance for bonds: Q&A
- Chargeable events calculation Q&A
- Top slicing relief Q&A
- Trust planning webinars
- Chargeable event personal allowance Q&A
- Starting rate for saving Q&A
- Investment engine PPMG webinars
- Prudential Market Insights | October 2017
- Annual allowance calculator webinar
- A taxing bonds quiz
- Autumn Budget 2017
- Political update – December 2017 webinar
- Six honest serving men
- Portfolio manager day
- The anatomy of long-term asset allocation
- Investment research and TAA
- Monitoring managers and mandates
- Infrastructure investment
- Why invest in alternatives?
- Tax year end planning webinar
- Quarterly market update December 2017
- ISA boost
- Can your client wait to vest?
- Festive tax quiz of the year
- Taking profits from a Limited Company?
- Tapered annual allowance
- Pension next year
- This world we live in
- Time is ticking
- Use it or lose it
- Winter warmers
- Pensions tax relief
- Taxation of offshore bond gains: Q&A
- Pension death benefits: Q&A
- Wholly disproportionate gains
- 4 big ISA questions answered
- ISA webinar
- Political update webinar
- Quarterly market update
- Testing the depth of annual allowance
- Exit charges on discretionary trusts
- Indexation changes
- Common tax and trust Q&A 2017
- Festive pensions Q&A
- Prudential Market Insights | January 2018
- Disclosure ready reckoner
- Why KIDs and KFIs are important
- PRIIPs - The Devil is in the detail!
- Markets in Financial Investments Directive II
- Responding to meet advisers’ needs
- Criminal Finances Act 2017
- Jargon Buster
- What makes a KFI?
- Will it be this way forever?
- The Annual Allowance (AA)
- To act or not to act, the dilemma you face if you have Scottish rate taxpayers
- Managing your trustees
- Lifetime Allowance and divorce: Q&A
- Transferrable Residence Nil Rate Band (RNRB) or ‘Brought-forward’ Allowance: Q&A
- Prudential Market Insights | February 2018
- Multi-Asset Investment Update | February 2018
- Scottish Rate of Income Tax
- Regulatory special - Disclosure
- Money purchase annual allowance (MPAA) - Case studies
- DB policy paper and consultation
- Planning matters – delivering your clients income needs
- Defined Benefit Transfers – the futureproofing of advice
- Consultation Paper 18/7 (CP18/7)
- Policy Statement 18/6 (PS18/6)
- IHT DOTAS – Two Acronyms come together
- Has it really been 12 years already?
- Lifetime Allowance and Death: Q&A
- Power of Attorney and the foreign element
- Tax and trust: Q&A
- The present and future of DB transfers
- Multi-Asset Investment Update | April 2018
- Lifetime Allowance (LTA): Q&A
- Prudential Market Insights | April 2018
- CPD Quiz Webinar – OEIC taxation
- Why OEICs are great… and other matters
- Help…my bond is 20 years old!
- That’s the wrong way
- Make your money work harder
- Partial withdrawal vs full segment surrender
- Time Apportionment Relief
- Assignment
- Upcoming: Bonds benefits and Assignment
- Upcoming: Cascading wealth – opportunities to explore
- Consider your data security
- Data Policy and Notices
- GDPR Checklist
- GDPR Glossary
- Reduce risk of cybercrime
- Clients rights
- What have you got to lose?
- Legal grounds
- What to do if you have a breach?
- Thoughts about bonds
- Death is not the end
- The trials and tribulations of parenthood – aka the High Income Child Benefit Charge
- And so it begins…
- Small pots and triviality: Q&A
- Loan Trust: Q&A
- CPD Quiz Webinar event page
- Bond benefits and Assignment
- Cascading wealth – opportunities to explore
- Multi-Asset Investment Update | May 2018
- PruAdviser - Prudential Market Insights | May 2018
- Majoring on the macro - M&G and Prudential webinar
- Quarterly market update from Prudential
- Brexit - ongoing negotiations and implications for financial services
- CPD Quiz Webinar - Lifetime Allowance
- Trustee Duties and Responsibilities
- Gift Trust
- Excluded Property Trusts
- Probate Trust
- A matter of life and death
- Are your clients eligible for their free TV licence, but still saving into pension?
- Oracle Guide to calculating Public Service Pension Input amounts
- Thoughts about OEICs and Unit Trusts
- CPD Quiz Webinar – Income Tax
- Introduction to retiring
- Introduction to leaving a legacy
- Introduction to intergenerational planning
- Introduction to marriage
- Introduction to receiving a windfall
- Introduction to divorce
- Divorce matters
- Discretionary trust taxation
- Prudential Market Insights | June 2018
- Multi-Asset Investment Update | June 2018
- FCA Retirement Outcomes Review and CP18/17
- Clubs, societies and charities – problems investing in insurance bonds
- University Fees Planning
- Collaboration and Estate Planning
- What do Michael J, Arnold and Cher have in common?
- Loan Trusts for Inheritance Tax Planning
- Here we go, here we go, here we go again
- Can’t pay? We’ll take your pension away!
- Prudential Market Insights | July 2018
- CPD Quiz Webinar - Pension Death Benefits
- Gifting and Inheritance Tax
- Regulatory reality check
- Personal Injury Trust
- UK Tax & Allowances
- Multi-Asset Investment Update | August 2018
- Important Information about Trusts
- Prudential Market Insights | August 2018
- Quarterly market update from Prudential
- How cohesive is policy?
- CPD Quiz Webinar – Taxation of trusts
- Interaction of tax relief and annual allowance
- Planning for +£50,000 tax-free annually
- Delivering better client outcomes with the same pot of money?
- Divorce Case Study
- Quarterly Multi-Asset Investment Update | August 2018
- CPD Quiz Webinar – Annual Allowance
- Defined Benefit transfers – meeting client objectives and regulatory requirements
- Why the rules are less clearly defined for multi-asset funds today
- Capital markets research and modelling: The engine of a multi-asset portfolio
- The rise of the ‘new’ alternatives
- Multi-asset allocation amid ‘shifting’ economic centres of gravities
- Asset allocation: Why the strategic versus tactical debate matters
- Prudential Market Insights | September 2018
- Welsh Rate of Income Tax
- Budget 2018 – our analysis
- Glossary of Multi-Asset Investing
- Political update
- Prudential Market Insights | October 2018
- Upcoming: Suitability Matters webinar
- Upcoming: Majoring on the Macro - Learning Matters Webinar
- Technical
-
Professional development
-
Oracle publications
- Oracle Technical March 2018
- Oracle Quarterly January 2017
- Oracle Quarterly January 2018
- Oracle Technical January 2018
- Oracle Technical December 2017
- Oracle Regulatory Special Issue March 2018
- Oracle Technical February 2018
- Oracle Technical April 2018
- Oracle Quarterly April 2018
- Oracle Technical May 2018
- Oracle Technical June 2018
- Oracle Technical July 2018
-
Oracle Quarterly July 2018
- Starter for 10
- Duty calls
- When pension transfers create an IHT liability
- There’s winds of change in the IHT world…. but not the IHT stats
- Language of inheritance tax
- Pensions and IHT planning
- Never mind the volatility, feel the drawdown
- The true value of advice as a profession
- Professional connections with SIFA
- Oracle Technical August 2018
- Oracle Technical September 2018
- Budget 2018
- CPD videos
- Oracle Live webinars
- Testing Centre
-
Oracle publications
- Business development
- Paraplanner Hub
- Key Information Documents
- Third Party & Independent Reports
- Tax Planning
About us
- Contact us
-
News
- The funds we've highlighted with our quarterly life and individual pension unit linked review
- Principles and Practices of Financial Management
- Prudential UK & Europe and M&G combine to create a leading savings and investments provider
- Prudential ISA – Annual Management Charge (AMC) reduction from 1 March 2018
- Latest PruFund Expected Growth Rate (EGR) performance announcement – February 2018
- Withdrawal of our Transfer Value Analysis System (TVAS)
- The funds we've highlighted with our quarterly life and individual pension unit linked review
- Servicing your clients' Flexible Retirement Plans has changed
- Updates to the PruFund smoothing process
- We’re lowering Retirement Account charges
- Latest PruFund Expected Growth Rate (EGR) performance announcement – August 2018
- Retirement Account Series E - September 2018 PruFund Investment Date information
- Retirement Account Series E - October 2018 PruFund Investment Date information
- Awards