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For UK financial advice professionals only
For UK financial advice professionals only
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Adviser Online Services

With our online services for financial advisers you can create Illustrations, view valuations, submit applications, get notifications on business tracking and more.

Login to Online Services
Tools2
Scheduled maintenance

Online services will be unavailable at the following times - 22:00 on Saturday 24 January to 12:00 on Sunday 25 January

Important reminder

Once a Pension Commencement Lump Sum (PCLS) or an Uncrystallised Funds Pension Lump Sum (UFPLS) have been taken, they cannot be cancelled or reversed under FCA rules. As a contract allowing a person to take a PCLS or UFPLS is not listed as a cancellable contract in COBS 15.2, cancellation rights do not arise with regard to paying these lump sums. Once lump sums are paid, the associated tax consequences (including the use of the individual’s lump sum allowance and lump sum death benefit allowance) cannot be undone. You can read the full HMRC newsletter here.

Online access and personal support

How to access Online Services

To access our secure Online Services you’ll need to first log in using a secure service and then log in using an agency number for each relevant product.

Accessing online services
Agency Registration and Administration

Set up an agency registration to do business with Prudential as an adviser. You can also administer your account.

Registration
Back office system integrations

You can get real-time data linked with your own back office systems (client management systems) for a number of our services.

 

Back office integrations
Portal illustrations

You can access illustrations and new business submissions through industry-leading comparison portals.

Portal illustrations
Secure Email System

Use our existing secure messaging service for products such as our Retirement Account and International Portfolio Bond. Please do not send any personal or confidential information through unsecured email.

Secure email
Digital Letter of Authority

Use our digital service to submit your clients LOA. Here you can upload the request, track its progress and receive confirmation of next steps.

Digital Letter of Authority

Service availability

There are times when our online services will be unavailable. We apologise for any inconvenience.

Operational availability
Monday - Friday

8am - 10pm

Saturday

8am - 4pm

Sunday

Services are normally available. However, due to regular maintenance updates, this is not guaranteed.

Certain life valuations are unavailable from 6pm - 10pm on the last working day of each month.

The information provided is by Prudential Distribution Ltd, and/or M&G Wealth Investments LLP, Investment Funds Direct Limited, Prudential International Assurance and/or The Prudential Assurance Company. 

To understand M&G's business and brands, you can view our Corporate & Regulatory Information.

© M&G 2026