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.
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.
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.
You can use this client-facing content to help prompt your clients to engage with you and make plans for what they leave behind.
The materials on this page are for use with your business clients or professional connections who may be referring clients to you.
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.