Smoothing adviser experience

 Retirement Account customers taking a Pension Commencement Lump Sum (PCLS) or Uncrystallised Fund Pension Lump Sum (UFPLS) will now receive their money 2 days sooner than previously, due to the adoption of Faster Payments. 

All Retirement Account lump sum payments to customers or their beneficiaries will now be made same day or next day, when the funds are in cash.  The complete list is below:

• Pension Commencement Lump Sum (PCLS) (also known as Tax Free Cash)
• Uncrystallised Fund Pension Lump Sum (UFPLS)
• Protected Partial Encashment Lump Sum (PELS)
• Cancellation Rights 
• Death claims
• Serious Ill Health

Discover how you can save time through clearer comparisons, explore new features such as ISA allowances and flexible withdrawals, and see how the tool supports improved client outcomes and streamlines due diligence.

Use the Tax Wrapper Comparison Tool

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

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