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For UK financial advice professionals only
For UK financial advice professionals only
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The home of retirement planning

Welcome to the hub for confident, flexible, and value-driven retirement planning. 

Empowering advisers. Supporting clients.

Whether your clients are preparing, transitioning, or optimising their retirement income, M&G’s integrated solutions offer everything you need – seamlessly, in one place.

Retirement isn’t a moment. It’s a journey. That’s why we’ve crafted a comprehensive suite of solutions to support advisers at every stage - with clarity, confidence, and control.

From the Prudential Retirement Account to the flagship PruFund range and Prudential Guaranteed Income Plan, our offerings deliver the flexibility and assurance your clients deserve – today and tomorrow.

Experts you trust and tools you need

Our new interactive blending case study

This case study shows how advisers can use the Prudential Retirement Account, PruFund, and Prudential Guaranteed Income Plan to help clients plan and manage their retirement income. It highlights practical strategies for each stage of retirement.
 
Download and save a copy to get the full experience, including the voiceover

Download case study

Prudential ISA – saving with confidence

Are your clients looking for a smart, confident way to save for the future?

Introducing the Prudential ISA – the simple solution for consolidating savings into a single Stocks & Shares ISA, making it easy to keep track of their investments.


Watch our video to find out more 

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Retirement that lasts a lifetime

With life expectancy rising, the FCA now expects retirement plans to be realistic, personalised, and built for the long term. That means dividing future spending into clear buckets: essential, lifestyle, and discretionary.

Our mix-and-match approach lets you tailor our solutions so your clients’ plans evolve with them.

Watch our video to find out more.

Retirement planning

Simplicity, flexibility and value

Combine our solutions to create personalised retirement journeys that deliver more.

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Retirement account

A flexible personal pension which allows your client to save through single or regular payments, make transfers from other pensions, and access benefits flexibly.

  • Self-Invested Personal Pension
  • Tax efficient
  • Wide range of investment options
  • Death benefits
  • A full online solution to help manage your client(s)
  • Flexible Adviser Charging options
Learn more
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Trustee Investment Plan

Single premium investment for trustees of UK registered Occupational Pension, Small Self-Administered (SSAS) and Self-Invested Personal Pension (SIPP) schemes.

  • Multi-Asset Funds
  • Investment term flexibility
  • Full, partial and regular withdrawals
  • Free Fund Switching
  • Fund Size Discounts
Learn more
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Prudential Guaranteed Income Plan

Now available for new and existing Prudential Retirement Account customers.

  • Guaranteed income, lump sum, or both
  • Ideal for phased retirement strategies
  • Predictable income with transparent death benefit rules
  • Integrated with PruFund for volatility control

  • Security and simplicity, without added complexity.
Learn more

PruFund and ISA investment options

Boats in the water

The Prufund range of funds

Globally diversified multi-asset funds built for scale, structured for stability and smoothed for confidence.

 

What it offers:
  • Smoothed investment experience
  • Cautious, Risk Managed and ESG options
  • Ideal for income drawdown and accumulation
  • Supports bucketing strategies for essential, lifestyle, and discretionary needs

 

Confidence in every stage of the retirement journey.

Learn more
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Prudential ISA

A simple and easy stocks and shares ISA, ideal for clients looking to consolidate or moving out of cash and into investing.

 

What it offers:
  • Access to the multi-asset risk rated PruFund range as well as the risk-rated active and passive OEIC range.
  • Seamless digital processes, giving clients the freedom to track their investments anytime on the go through a mobile app.
  • Single and regular payment options
  • Transfer existing ISAs – with a minimum investment of £500 per fund, £250 it topping up an existing fund holding.

 

Smooth ISA consolidation, smooth market wobbles with PruFund, the Individual Smoothing Account.

Learn more

The value of an investment can go down as well as up and your client may not get back what they paid in.

Got questions about retirement planning?

Whether you're looking for clarity on the Prudential Guaranteed Income Plan, want to explore the Prudential Retirement Account or PruFund, or simply prefer to speak to someone directly – our team is here and ready to support you.


Contact us now and get expert support tailored to your clients’ retirement needs.

Get in touch
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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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