Investments

The Prudential Investment Plan is a single premium investment bond that allows your clients to invest in a wide range of funds.

• Access to our Multi-Asset Fund range
• Full, partial and regular withdrawals
• Flexible access to the investment
• Free Fund Switching
• Tax-efficient withdrawals
• Annual Management Charge discounts
• Guarantees available

The Prudential ISA, provided by Waystone Financial Investments Limited, combines tax-efficient investment with access to the PruFund funds and Open-Ended Investment Company (OEIC) funds.
 

• Tax-efficient growth
• Access PruFund range of funds
• Invest in a range of OEIC funds
• Full, partial and regular withdrawals
• Low minimum investment
• No fixed term

The International Portfolio Bond is a single premium investment bond that allows your clients to invest in a wide range of funds.

• Wide range of investment choice
• Tax benefits
• Access to PruFund Range of Funds
• Flexibility for your client to choose the number of policies for their bond

The Prudential International Investment Bond has the potential for good returns while minimising any tax liability.

• Tax advantages of a Dublin-based bond
• Wide choice of risk-based funds
• Full, partial and regular withdrawals
• Choice of currency options
• Inheritance Tax planning options

The Open Ended Investment Company (OEIC) range of funds, operated by Waystone Management (UK) Limited, offers your clients access to funds that invest in a range of different asset types and risk appetites to help meet their needs.

• Choose from 10 OEIC funds
• Switch funds at any time
• Invest from £500 lump sum and/or £50 each month
• Free withdrawals