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For UK financial advice professionals only
For UK financial advice professionals only
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How the process works

All you have to do is complete the relevant declaration to confirm you have your client’s authority (in line with the points laid out in the declaration) to submit the application on their behalf.

The signatureless process is open to top-ups, new business and regular, full and partial withdrawals.

Product availability

  • Prudential Investment Plan (post RDR Version)

  • Prudence Bonds

  • Prudence Distribution Bonds
  • Prudence Managed Investment Bonds

  • Flexible Investment Plans

  • Prudential Investment Plan (Pre RDR Version)

Submitting forms

Completed declarations should be sent via Pru secure email to contact.us@prudential.co.uk, and, where applicable, the monies to us electronically.

Remember that the impact of taxation depends on individual circumstances and is subject to change.

Reference Required: the owners title initials and surname. It should originate from the owners account.

If it is a building society account or adviser/solicitor client account, the reference should be mentioned.

If you need any help with this, please contact your Prudential Account Manager.

Bank details

  • Bank Account Name to be used by Customer

    Prudential Assurance Company Limited

  • Sort Code
    40-02-50

  • Account Number
    51015419

Step by step

Application process

Applications submitted online

  • Standard terms
  • PIP
  • Up to (and including) £5m
  • Own life

Submit online

Scan and email to us, a copy of the signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Make sure that any additional anti-money laundering requirements are emailed to us too.

Applications submitted offline

  • Non-standard terms
  • PIP (all premiums)

All documents signed:

Scan and email to using Pru secure email to contact.us@prudential.co.uk

Application not signed:

Scan and email to us, copies of the application and signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Make sure that any additional anti-money laundering requirements are emailed to us too.

Top-up applications

  • Submit online

All documents signed:

Scan and email to using Pru secure email to contact.us@prudential.co.uk

Application not signed:

Scan and email to us, copies of the application and signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Make sure that any additional anti-money laundering requirements are emailed to us too.

Life of another cases

  • Submit offline

All documents signed:

Scan and email to using Pru secure email to contact.us@prudential.co.uk

Application not signed:

Scan and email to us, copies of the application and signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Make sure that any additional anti-money laundering requirements are emailed to us too.

Company/corporate investment cases

  • Submit offline

All documents signed:

Scan and email to using Pru secure email to contact.us@prudential.co.uk

Application not signed:

Scan and email to us, copies of the application and signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Signatureless declaration must be appropriate to who is applying.

If the company investment is a single director, a witness signature is required and we cannot accept this as a signatureless declaration.

Trust cases

  • Submit offline

All documents signed:

Scan and email to using Pru secure email to contact.us@prudential.co.uk

Application not signed:

Scan and email to us, copies of the application and signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Make sure that any additional anti-money laundering requirements are emailed to us too.

If a trust deed is not signed we cannot accept this as a signatureless declaration.

Power of Attorney cases

  • Submit offline

All documents signed:

Scan and email to using Pru secure email to contact.us@prudential.co.uk

Application not signed:

Scan and email to us, copies of the application and signatureless declaration via Pru secure email to contact.us@prudential.co.uk

Further requirements

Make sure that any additional anti-money laundering requirements are emailed to us too.

Signatureless declaration must be appropriate to who is applying.

POA needs to be certified by relevant body.

Regular, full and partial withdrawals

Regular withdrawals

  • New and change existing
  • Offline only
  • Single/ joint, including trusts, named policy
  • Minimum payment £50

All documents signed:

Scan and email to us (via Pru secure email site) to contact.us@prudential.co.uk

Request not signed:

All scanned requests submitted securely (via Pru secure email site) to mailbox; send form, client ID & declaration to contact.us@prudential.co.uk

Online full & partial withdrawals

  • Prudential Investment Plan
  • Single/ Joint named policy, trust excluded
  • Withdrawal value up to £250k
Submit online

Offline full & partial withdrawals

  • Single/ joint, including Trust, named policies
  • Any value (£) of request

All documents signed:

Scan and email to us (via Pru secure email site) to contact.us@prudential.co.uk

Request not signed:

All scanned requests submitted securely (via Pru secure email site) to mailbox; send form, client ID & declaration to contact.us@prudential.co.uk

Fund switches

Online fund switches

  • Prudential Investment Plans & Flexible Investment Plans only

Process

Offline fund switches

  • Complete relevant switch form on behalf of your client:
  • Prudential Investment Plan, Flexible Investment Plan, Prudence Prospects Bond, Prudence Bond or Prudence Managed Investment Bond/Prudence Managed Bond request form
  • Prufund Investment Plan (Mark 1) request form
  • Prufund Investment Plan (Mark 2 & 3) request form
  • Complete adviser declaration form
  • Send completed adviser declaration and fund switch form via Pru secure email to contact.us@prudential.co.uk

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. 

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