Trustee registration form

For Trustees to register their scheme with the Prudential Guaranteed Income Plan

New business journey in five simple steps:

1. Registering

The Scheme registers for the Prudential Guaranteed Income Plan. 

2. Quote 

The adviser logs in to Online Services, creates quotes and discusses options with their client (the Member).

3. Recommend 

The adviser logs in to Online Services, selects the chosen quote and recommends it to the Scheme.

4. Accept & Apply

The Scheme is notified via email that an adviser has recommended a quote. The Scheme logs in to the Trustee Portal, select the recommended quote, checks it and then accepts/applies.

5. Final Quote 

The Scheme transfers the funds. The Final Quote is then produced and the case is put into payment.


Register your scheme for the Prudential Guaranteed Income Plan

This form will guide you through the registration process.  Please complete all sections accurately and to the best of your knowledge.