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Boost client engagement in a hybrid advice world
Drive client understanding and engagement with interactive video content on PruFund that easily fits your hybrid advice approach and helps you meet Consumer Duty requirements.
"It’s clear and simple, it tells the story well and the message is easy to understand."
Investment specialist on the PruFund Explainer video
Trusted tools for advisers, real value for clients
Empowering your client service with interactive videos
M&G, in partnership with Money Alive and Intelliflo, empowers advisers in today’s hybrid advice world with clear, engaging video content on PruFund.
Building client confidence with proven performance
For over 20 years, PruFund has supported wealth and retirement planning. Our free-to-share client-facing PruFund Explainer and Refresher videos enhance client engagement and understanding, and support Consumer Duty requirements.
Access the free PruFund Explainer and Refresher videos
Use PruFund Explainer to support confident client recommendations at onboarding. At review time, PruFund Refresher helps reinforce why you recommended PruFund to your clients.
Not an Intelliflo member
How to access the free-to-share PruFund videos:
- Register: Fill out the registration form
- Generate link: Share the unique link with your client
- Engage & track: Use analytics to track & drive engagement
Already an Intelliflo member
To send the PruFund videos via Intelliflo you have two options:
- From your Intelliflo dashboard, go to ‘Library’ > ‘Videos’, select the PruFund video, and click to share it with your clients.
- From the client record, click ‘Videos’ in the left menu, choose the PruFund video, and send it directly to your client
In both cases, your client gets a notification and can watch the video in the Personal Finance Portal
“The questions helped me understand better how PruFund works and think critically about how key features such as EGRs, UPAs and smoothing all work together.”
Customer on the PruFund Explainer video recap
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Frequently asked questions
The Explainer introduces clients to how PruFund works, while the Refresher reinforces key concepts prior to your annual review meeting, covering diversification, smoothing, Expected Growth Rates, and more. These videos are free for you to use and share with your clients.
By making complex concepts easy to understand and revisiting them at key touchpoints, the videos help clients stay informed, confident, and committed to their long-term goals.
They help demonstrate client understanding through interactive, optional quizzes and provide an audit trail, supporting your obligation to deliver clear, fair, and not misleading communications.
They’re integrated with Intelliflo, making it easy to send, track, and review engagement directly within your existing workflow.
No specialist setup is required. Sign up here to generate a unique, tracked link to send to your client, or log into your Intelliflo dashboard where you’ll be able to access and share the videos via a tracked link.
© Prudential 2025
"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.