Supporting your online experience

For Prudential Investment Plans and Flexible Investment Plans, please input the fund switch request online. Please complete the adviser declaration form and send to us via secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

For Prudence Prospects Bond, Prudence Bond or Prudence Managed Investment Bond/Prudence Managed Bond, please complete this Fund Switching form and send to us via secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

For PruFund Investment Plan (Mark 1), please complete a Fund Switching form and send to us via secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

For PruFund Investment Plan (Mark 2 & 3), please complete this Fund Switching form and an adviser declaration form. Once complete, please send to us via secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

Online bond withdrawals

If your client's bond is eligible for the online withdrawal tool this will be visible in the plan related actions section.

Here you can process full and partial withdrawals for joint and single life plans up to the value of £250,000.

This is the most efficient route allowing you to access Chargeable gains information and submit any ID that may be required.
 

Any other bond withdrawals

Not all bonds are currently eligible for our online withdrawal tools. Where this applies, please complete the following and return to us via secure message:

• Adviser Declaration
• Prudential Investment Plan withdrawal form
• All other withdrawal forms

Please attach your client's ID if available as this could speed up the withdrawal. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

To request a top-up form, please send us a secure message. You can access secure messaging by searching your client's plan and searching "Plan related actions".

To make a fund switch application for Flexible Retirement Plan, please access our Fund Switch tool which you can find on your online service.

To make a fund switch application for Prudential Personal Pension, please send us a secure message. You can access secure messaging by searching your client's plan and selecting "Plan related actions".

For a FlexiPension or IndePension, please download and complete this Investment Alteration Request Form. Once complete, please send to us via secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

If you’re looking to make a Fund Switch for Retirement Annuity Plans, please send us a secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.

To withdraw from one of the following plans, please send us a secure message. You can access secure messaging by searching for your client's plan and selecting “Plan related actions”.
 

• Prudential Personal Pensions
• Retirement Annuity Plans
• IndePension
• FlexiPension
   

To withdraw income from your client's Flexible Retirement Plan drawdown plan, please complete a Withdrawing Money from your Drawdown Plan form. Once complete, you can send us your form via secure message. You can find secure messaging by searching for your client's plan and selecting “Plan related actions”.