For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

Supporting you in a wide range of client conversations

We've created engaging and thought provoking content that you can share with your clients.

These materials are designed to help your clients start thinking about key topics when it comes to investing for their future.

We also want to support you in building your client base and attracting new business, as well as maintaining and strengthening your current client relationships.

PruFund investment insights

Investing can be a daunting subject for many clients but like a lot of things the more you know about it the less daunting it can be.

We've created some client facing material looking at the markets, how certain assets behave and taking a closer look at PruFund.

A closer look at PruFund: your quarterly market overview

Take a closer look how the four main asset classes are behaving and why we invest in them

New With-Profits Stewardship report - How we're investing your clients' money

For more client facing PruFund support visit our hub

PruFund Planet

We've developed a wealth of material that we think you'll find useful for approaching your clients to engage them about the benefits of investing for good or when they are further along the journey and you're discussing suitability recommendations.

Intergenerational support for your client conversations

You can use this client-facing content to help prompt your clients to engage with you and make plans for what they leave behind.

How to help clients with investing their company’s surplus cash

The materials on this page are for use with your business clients or professional connections who may be referring clients to you.

Support to help clients understand the true impact of inflation on their money

This material is designed to help clients understand how investing could help preserve their spending power longer term and help combat the effects of inflation.