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For UK financial advice professionals only
For UK financial advice professionals only
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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.

The services we offer

The services we can provide through available back office systems are:

  • Valuations for pensions and retirement products: 
  • We can only offer access to Retirement Account valuations on some of the back office systems we support. We don’t currently support valuations for life products (endowments) or retirement annuity contracts, as well as a small number of bond and pension policies.
  • Valuations for the Prudential ISA: 
  • Intelliflo users can access bulk valuations through the ‘Waystone FIL Bulk Valuations’ app - this is available to download from the intelliflo store.
  • Adviser commission statements: 
  • We offer electronic data interchange (EDI) of adviser commission statements through some back office systems.

Back office systems and services supported

We can integrate with a number of industry standard back office systems. The services available depend on the system you use.

If you require support please contact your back office system provider. 

 

Back Office System Contract EnquiryAdviser Commission StatementsBulk Valuations
Intelliflo Intelligent OfficePensions, investments & Retirement Account✓✓
IRESS Adviser OfficePensions, investments & Retirement Account✓✓
IRESS Exweb GoldPensions, investments & Retirement AccountXX
IRESS OfficewebPensions, investments & Retirement AccountXX
IRESS XPLANPensions, investments & Retirement AccountX✓
Enable - Creative TechnologiesPensions, investments & Retirement AccountX✓
True PotentialPensions, investments & Retirement Account✓X
SSP SwiftPensions* & investments✓X
Dynamic Planner - Distribution Technology Pensions* & investmentsX✓
Plum Software - Praemium Pensions, investments & Retirement Account✓✓
AssystPensions, investments & Retirement AccountXX
Quay SoftwarePensions* & investmentsX✓
Bluecoat SoftwarePensions, investments & Retirement Account✓✓
Focus 360Pensions* & investmentsXX
JCSPensions, investments & Retirement Account✓X
Durell SoftwarePensions* & investmentsXX

*Excludes valuations for Retirement Account


Origo Integration Hub

A number of software suppliers integrate with Prudential via the Origo Integration hub to obtain valuations for pensions and investment products. For support, please contact your relevant software supplier.

How to make sure the data is correct

You should make sure that the valuation data you hold is up-to-date, accurate and in the right format. This will help reduce any errors and speed up the online processing of business.

Please ensure:

  • You are the servicing adviser on the policy

  • You have a valid Unipass certificate

  • The FCA number and branch postcode held in your Unipass certificate match the servicing adviser details for the policy

  • The policy number is shown in the correct format (see section below)

  • The policy is still in force

 

If the contract enquiry message “fails”, you will see a message that clarifies the reason for this. The PruAdviser Helpdesk can help to identify the cause of any failed valuations and can help to solve the problem.

Set up integrations using the right format

When you set up the integration between your back office system and our services, you will need to provide reference numbers. It’s important that the reference numbers are in the right format.

Here’s a guide to the format you should use:

Product

Reference Number Format

Retirement Account

Submitted business (account level):

• RET999999

Submitted business (sub-account level):

• ET999999A99 for savings

• RET999999D99 for income

Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential)XXX(AtoZ)(AtoZ)XXX
For example: 123AA456
Personal pensions

50000000 to 51999999
For example: 50123456

Investment bonds, including:

• Prudence With Profits Bonds

• Flexible Investment Plan

• Personal Investment Plan

• PruFund Investment plan

XXXXXX(AtoZ)
For example: 123456T

Note: any segmentation information should be removed.

123456T000-019 should have the 000-019 stripped out and only display the 123456T.

Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential)

OXXXXXXX
For example: O1234567

Investment or pension products originally sold through M&G (now Prudential)

(MorG)XXX(AtoZ)XXX
For example: M123G456

Prudential international policiesE2XXXXXX(AorB)
For example: E2123456A
Or
(UorS)XXXXXXB
For example: U123456B
Flexible Retirement PlansAtoZ)XXX(AtoZ)XXX
For example: A123A123

Note: the first character will not be M or G.
Test

Contact our Helpdesk

The PruAdviser Helpdesk can help with queries such as clarifying the format of any specific policy numbers and the linking in of your office postcodes if you have multiple offices that the policies are registered to.

 

Prudential advocate strong security and privacy principles. Please do not send any personal or confidential information through email.

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.

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