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Our approach to managing your money

Watch our short video to see more on Stewardship and what it means for you.

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At Prudential Assurance Company, our purpose is to give everyone real confidence to put their money to work.

One of the ways we do this is through Stewardship, taking a responsible approach to how and where your money is invested. 

IIf you haven’t watched our short video about our Stewardship approach, watch it on the link above. 

Stewardship – Discover what we do on your behalf

Discover how we manage your money with our Stewardship Reports. And, how we generate long term value for you while helping to contribute to a more sustainable economy, environment and society.

As guardians of your money, we actively manage your investments to help meet the funds objectives and give you peace of mind.

Prudential Assurance Company (PAC) Stewardship Report 2024

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 our PAC Stewardship Report looking back over our stewardship activities during 2024 has successfully received FRC signatory status.

For a quick read, just go to pages 4 and 5 for a summary of our 2024 stewardship and sustainability activities.

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Prudential Assurance Company: How we manage your money

This Report describes how we manage your money, including general performance, across the With-Profits Fund, PruFund Cautious, PruFund Growth and the PruFund Risk Managed range of funds.

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Prudential International Assurance: How we manage your money

This report gives you a simple overview of how your PruFund investment within your offshore bond is managed. Using visual insights and real‑world examples, it helps you understand where your money is invested and how it’s looked after.

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PruFund Planet range of funds: How we manage your money

Discover how we’re investing your money responsibly  in line with the sustainability objectives of the PruFund Planet range of funds.

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Any questions?

Please speak to your adviser if you have specific questions on either stewardship or your own policy’s performance.

We’re not asking you to make any decisions or to take any action; this information is for your interest only. But if you’re unsure which fund your policy is invested in or want to know about your own policy’s performance, there are a couple ways you can find out:

  • You can contact your adviser
  • You can check your policy annual statement. You can also do this online at mypru either through logging in or registering
  • Search for a financial adviser in your area by visiting unbiased.co.uk