Stewardship – our commitment to responsible investing

At Prudential Assurance Company (PAC), we take a responsible approach to investment and asset allocation. Stewardship is one of the ways we do this, with potential benefits for your clients and the wider society. PAC is the asset owner for the Prudential With-Profits Fund, the UK's largest with-profits fund, which also includes the PruFund range of funds.
 

The Financial Reporting Council defines stewardship as "the responsible allocation, management and oversight of capital to create long-term sustainable value for clients and beneficiaries" and as signatories we adhere to this definition.

Our approach aims to maximise long-term value for your clients. We've gathered resources to support your client conversations. 

If you haven’t watched our short video about the support we’re providing you on Stewardship, watch it on the link above. 

Stewardship Reports – Discover how we put your clients’ money to work

To learn about how we manage your clients’ money, why not read our Stewardship reports?  

Discover our responsible investment approach and see how we aim to generate long-term value while helping to contribute to a more sustainable economy, environment and society. As stewards, we actively manage your clients’ investments through appointed asset managers. 

Prudential Assurance Company (PAC) Stewardship Report 2025

Since 2021, PAC has been recognised by the Financial Reporting Council (FRC) as a successful signatory to the UK Stewardship Code, widely recognised as the gold standard for stewardship in the financial industry, demonstrating our commitment to its principles. Signatory status is reviewed each year by the FRC.

We’re proud to confirm the PAC Stewardship Report, looking back over our stewardship activities during 2025 has enabled us to retain our FRC signatory status.

From this year, our PAC Stewardship Report is in two parts which are designed to be read in conjunction:

Policy and Context Disclosure – explains how we manage your clients' money responsibly, including our governance, policies and how decisions are made

Activities and Outcomes Report – shows what we did over the year and the real results of those actions for your clients

Couple looking at sky
PAC Stewardship 2025 Policy and Context Disclosure

This sets out our governance structures, stewardship policies and our approach to responsible investment.

Prudential International Assurance: How we manage your money
PAC Stewardship 2025 Activities and Outcomes Report

Where we show you examples of our stewardship activity in action and examples of how we applied our policies and processes in practice over the year.

Prudential Assurance Company: How we manage your money
Prudential Assurance Company: How we manage your money

Learn more about our overall investment approach and the general performance of the With-Profits Fund, PruFund Cautious, PruFund Growth and the PruFund Risk Managed funds. Providing detailed information on our investment approach which we hope you will find interesting to share with your clients.

Prudential International Assurance: How we manage your money
Prudential International Assurance: How we manage your money

We’ve expanded our range of reports on how we manage your clients' money to include a PIA PruFund version, giving you even more engaging content to help bring client conversations to life. The report offers a clear, client‑friendly view of how PruFund investments held through offshore bonds are managed, using accessible asset insights and real‑world examples. We have developed this report to support the ongoing conversations with your offshore bond clients, helping them feel confident and informed about their International Prudence Bond, International Portfolio Bond or Prudential International Investment Bond.

2023 PruFund Planet range of funds: How we manage your money
PruFund Planet range of funds: How we manage your money

Discover how the funds within PruFund Planet were making progress towards their stated sustainability objectives. This was evaluated through thorough assessments of the funds to determine their effectiveness and progress of their intended Environmental, Social and Governance (ESG) approach and/or outcomes. 

More reports will be coming soon. Watch this space

Adviser Toolkit

We understand that it can be useful to include visuals, images and graphics in client reports, newsletters and annual reviews.

To support your conversations with clients, we’ve pulled together a range of handy graphics for you to use with your clients.

Also, if you’d like to see our Stewardship web page for end customers, please find it here.

The content on this webpage is regularly updated, so please come back and see what’s new.