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

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.

Give clients the information they need to invest their company’s surplus cash

Many companies keep ‘rainy day’ money in case of emergencies. But what if there’s more money than the company needs? Use these materials to help start the conversation with your clients about investing their company’s surplus cash.

This content can be downloaded and shared in the way that works best for you and your clients. 

Investing surplus cash - in brief

This two-page sales aid gives your client the basics of investing surplus cash and how PruFund can help in a speedy 5-minute read.

Investing surplus cash – a deeper dive

This longer brochure explains how investing can help combat the effects of inflation and low interest rates on a company’s surplus cash.