As a valued Pru customer, you have access to personalised financial advice from M&G Advice – who like Pru, are part of the M&G group.
The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right.
Your initial chat is completely free. There's no obligation to go forward with any of our recommendations. If you accept our recommendation, you will incur a cost. Your adviser will tell you more about the charge.
As one of the biggest financial advice providers in the UK, we’ve built our reputation by working closely with customers like you to achieve their goals. That’s why over 94,000 customers have chosen to partner with us, trusting us to be by their side every step of the way.
We’ll review your pension plan when we meet – and if you wish, any other savings, investments or pension plans you have. We’ll review this with your future needs in mind, so that you have a clear picture of all your finances.
We'll make recommendations based on your particular circumstances, designed for your needs, goals and the amount of risk you feel comfortable with and are able to take. We'll map out your financial needs and create a personal plan aimed at maximising your financial situation in the future.
So for example, we can identify areas where you could make your savings more tax efficient and let you know if you could get better returns by moving your money. And we can advise what action, if any, you should take.
In times of uncertainty, we believe that these things should be discussed with an adviser who really understands the ins and outs of the pension rules and how they might benefit you.
You can now talk to us by video meeting, giving you a flexible, safe and convenient way to meet whenever you want. Or if you’d prefer, we can simply chat over the phone – whatever suits you best.
Our advice doesn't need to be a one off. Should you choose to go ahead with any of our plans, we can also provide optional on-going advice to ensure they remain on track.
Of course, there's no obligation to go forward with any of our recommendations. If you accept our recommendation, you will incur a cost. Your adviser will tell you more about the charge.