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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
GB00BLKQCX12 HSBC GLOBAL SUSTAINABLE MULTI-ASSET ADVENTUROUS PO "C" (GBP) ACC
GB00BF1H4F75 HSBC GLOBAL SUSTAINABLE MULTI-ASSET BALANCED PORTF "C" (GBP) ACC
GB00BLKQD051 HSBC GLOBAL SUSTAINABLE MULTI-ASSET CAUTIOUS PORTF "C" (GBP) ACC
GB00BF1H4H99 HSBC GLOBAL SUSTAINABLE MULTI-ASSET CONSERVATIVE P "C" (GBP) ACC
GB00BLKQDC73 HSBC GLOBAL SUSTAINABLE MULTI-ASSET DYNAMIC PORTFO "C" (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
GB00BRX95B82 ORBIS OEIC GLOBAL CAUTIOUS "FFE" (GBP) ACC
GB00BRX95962 ORBIS OEIC GLOBAL BALANCED "FFE" (GBP) ACC
GB00B79LTQ12  ROYAL LONDON SUSTAINABLE DIVERSIFIED TRUST "C" (GBP) ACC
GB00B882H241 ROYAL LONDON SUSTAINABLE WORLD TRUST "C" (GBP) ACC E

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
GB00BZCR4B23 SCHRODER GLOBAL MULTI ASSET CAUTIOUS PORTFOLIO "F" (GBP) ACC
GB00BZCR4C30 SCHRODER GLOBAL MULTI-ASSET MODERATELY CAUTIOUS PORTFOLIO "F" (GBP) ACC
GB00BZCR4F60 SCHRODER GLOBAL MULTI-ASSET BALANCED PORTFOLIO "F" (GBP) ACC
GB00BZCR4G77 SCHRODER GLOBAL MULTI-ASSET GROWTH PORTFOLIO "F" (GBP) ACC
GB00BZCR4H84 SCHRODER GLOBAL MULTI-ASSET ADVENTUROUS PORTFOLIO "F" (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
IE00BGYBYD13 WAVERTON MULTI-ASSET INCOME "P" (GBP) ACC
IE00050A6XH2 WAVERTON MULTI-ASSET BALANCED "P" (GBP) ACC
IE000WV2Q181 WAVERTON MULTI-ASSET CAUTIOUS "P" (GBP) ACC
IE000YLWOBH3 WAVERTON MULTI-ASSET DEFENSIVE "P" (GBP) ACC
IE00BMVHFV96 WAVERTON MULTI-ASSET GROWTH "P" (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.