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Spotlight:

Improved Illustrate and Apply journey

Watch the latest enhancements we've made, making it easier for you to navigate and more straightforward to complete.

Latest updates

New funds added to Retirement Account

Following feedback from advisers, we've added new funds, including the popular HSBC Global Strategy and the L&G Multi-Index fund ranges, as well as updating the range of M&G funds available.

Prudential ISA available on Digital Account

If your clients hold an active Prudential ISA, you can now view the policy valuation within their client record on Digital Account, alongside their Retirement Account and other products.

Find out more

Here are some more details on the latest updates we've made.

We’ve enhanced our Illustrate & Apply process on Digital Account by improving the overall design and eliminating those pain points you’ve told us about.

The new, more intuitive design means that you should be clear on where you are in the application process at all times, and understand what you need to do to progress to the next stage, to submit an illustration and application.

Take a look at this short video below, showing examples of the changes made and how it now works.

How this looks

In response to your feedback, we have increased the range of funds available within our popular pension solution, Retirement Account. 

With the aim of providing greater flexibility and choice, aligning with advisers’ evolving retirement investment strategies, it also demonstrates our ongoing commitment to generating positive outcomes and meeting the diverse needs of our customers.

Please see the full list of funds added below:

ISIN Fund name
GB00B81C8395 BNY MELLON MULTI-ASSET DIVERSIFIED RETURN "W" ACC
GB00BP851Q49 BNY MELLON MULTI-ASSET INCOME "W" ACC
GB00BRJTS680 BNY MELLON MULTI-ASSET MODERATE "W" ACC
GB00B8454P92 BNY MELLON MULTI-ASSET GROWTH "W" ACC
IE00BYTYTV40 DIMENSIONAL WORLD ALLOCATION 20/80 (GBP) ACC
IE00B56FVB15 DIMENSIONAL WORLD ALLOCATION 40/60 (GBP) ACC
IE00B416SD35 DIMENSIONAL WORLD ALLOCATION 60/40 GBP (GBP) ACC
IE00BYTYV184 DIMENSIONAL WORLD ALLOCATION 80/20 (GBP) ACC
IE00B3Z8MM50 DIMENSIONAL WORLD EQUITY GBP (GBP) ACC
GB00BYVXBH99 HSBC GLOBAL STRATEGY ADVENTUROUS PORTFOLIO "C" ACC
GB00B76WP695 HSBC GLOBAL STRATEGY BALANCED PORTFOLIO "C" ACC
GB00B84DV184 HSBC GLOBAL STRATEGY CAUTIOUS PORTFOLIO "C" ACC
GB00BYVXBK29 HSBC GLOBAL STRATEGY CONSERVATIVE PORTFOLIO
GB00B849DT80 HSBC GLOBAL STRATEGY DYNAMIC PORTFOLIO "C" ACC
LU2092165666 HSBC ISLAMIC GLOBAL EQUITY INDEX "BC" (GBP) ACC
GB00B9751744 LEGAL & GENERAL MULTI-INDEX 3 "I" ACC
GB00B88Y0217 LEGAL & GENERAL MULTI-INDEX 4 "I" ACC
GB00B8VZ3F59 LEGAL & GENERAL MULTI-INDEX 5 "I" ACC
GB00B95KML23 LEGAL & GENERAL MULTI-INDEX 6 "I" ACC
GB00B9LF0M88 LEGAL & GENERAL MULTI-INDEX 7 "I" ACC
GB00BS3F1827 M&G CHINA FUND "PP" ACC
GB00BN6V0967 M&G ESG SCREENED GLOBAL CORPORATE BOND FUND STERLING PP ACC
GB00BJRCD803 M&G ESG SCREENED GLOBAL HIGH YIELD BOND "PP-H" (GBPHDG) ACC
GB00BPSN8T09 M&G GLOBAL AI THEMES "I" (GBP) ACC
GB00BS44CX09 M&G GLOBAL COPORATE BOND FUND PP STERLING ACC
GB00BJXT7941 M&G INDEX TRACKER "I" (GBP) ACC
GB00BSD47J29 M&G INDIA FUND PP GBP ACC
GB00BF77ZS12 SCHRODER BLENDED PORTFOLIO FUND 3 "Z" (GBP) ACC
GB00BF77ZT29 SCHRODER BLENDED PORTFOLIO FUND 4 "Z" (GBP) ACC
GB00BF77ZV41 SCHRODER BLENDED PORTFOLIO FUND 5 "Z" (GBP) ACC
GB00BF77ZW57 SCHRODER BLENDED PORTFOLIO FUND 6 "Z" (GBP) ACC
GB00BF77ZX64 SCHRODER BLENDED PORTFOLIO FUND 7 "Z" (GBP) ACC
GB00BF77ZY71 SCHRODER BLENDED PORTFOLIO FUND 8 "Z" (GBP) ACC
GB00B4K1MN77 SCHRODER INCOME PORTFOLIO "Z" (GBP) ACC
GB00BMCQRZ38 VANGUARD ACTIVELIFE CLIMATE AWARE 40-50A EQUITY "A" (GBP) ACC
GB00BZ830054 VANGUARD ACTIVELIFE CLIMATE AWARE 60-70A EQUITY "RET" (GBP) ACC
GB00BMCQS161 VANGUARD ACTIVELIFE CLIMATE AWARE 80-90A EQUITY "A" (GBP) ACC
GB00BYW8VG25 VT AJ BELL ADVENTUROUS "I" (GBP) ACC
GB00BYW8RX12 VT AJ BELL BALANCED "I" (GBP) ACC
GB00BYW8RV97 VT AJ BELL CAUTIOUS "I" (GBP) ACC
GB00BD833W40 VT AJ BELL GLOBAL GROWTH "I" (GBP) ACC
GB00BH3W7446 VT AJ BELL INCOME "I" (GBP) ACC
GB00BH3W7883 VT AJ BELL INCOME & GROWTH "I" (GBP) ACC
GB00BYW8VL77 VT AJ BELL MODERATELY ADVENTUROUS "I" (GBP) ACC
GB00BYW8VJ55 VT AJ BELL MODERATELY CAUTIOUS "I" (GBP) ACC
GB00BN0S2V92 VT AJ BELL RESPONSIBLE SCREENED GROWTH "I" (GBP) ACC
GB00BRX95B82 ORBIS OEIC GLOBAL CAUTIOUS "FFE" (GBP) ACC
GB00BRX95962 ORBIS OEIC GLOBAL BALANCED "FFE" (GBP) ACC

We’ve made changes to our DA landing page. With a more intuitive, user-friendly design and improved navigation - with prominent calls to action – it’s now easier for you to find the key information you’re looking for.  

See the improvements in our short video below:

How this looks

Prudential ISA added to Digital Account alongside all other client policies.

Key information about the Prudential ISA visible within Digital Account including:

  • Client details
  • Policy number
  • Valuation
  • Date

Already delivered

Here are details of the other improvements we've made so far.

We are excited to announce the launch of our new and improved Document Centre, replacing the existing Literature Library. 

Feedback has shown that finding the right documents can sometimes be challenging. Therefore, we have made significant improvements to ensure a smoother and more efficient experience.

  • Enhanced Search Functionality: We have significantly improved the search functionality to make it easier for you to find what you need.
  • New Layout and Design: The Document Centre features a new and improved layout and design, making it more user-friendly and visually appealing.

Visit the new document centre

Applications made via Digital Account for different products can be submitted without having to wait for one to complete before another can be started. This makes it easier and more efficient when applying for more than one product

For those of you who may not be aware, last year, we made changes to our bond claims process, to ensure you and your clients are kept informed of the key stages in the online bond claims journey.

There’s a new claim form for you to complete and, based on the preferences you select on that form, we’ll contact you and/or your clients to acknowledge the receipt of any onshore bond claims that come in via the paper or email route. Please make sure you have the new claim form and destroy any old versions of paper applications you have.

You can check the latest timescales for completing claims and issuing payments on our Bond withdrawal timescales page. 

If you’ve any questions on this process,  please speak to your Account Manager.

The Application Generation tool is back on PruAdviser. Our Application Generation Tool has been updated and can be accessed via the link below:

App Generation Tool

This tool customises the existing application form for the Prudential International Investment Bond (PIIB) by tailoring it to the specific type of application required, removing any unnecessary information and sections, and resulting in a streamlined, more relevant version of the application form.

We are pleased to announce that our "Contact us" page has been reworked to better serve your needs. The updated page now features contact information organised by pension and investment products, ensuring you can quickly find the specific contact details relevant to your query.

In addition, we have included useful support links and a direct link to the customer contact page, making it easier for you to access the information and assistance you require.

Visit the enhanced "Contact Us" page via the link below:

Contact us page

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.