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

Online services for Onshore Bonds

We can help you manage your clients business online.

You can access a range of online services, from illustrations and new business submissions, to valuations and withdrawals.

Product

Illustrations*

Apply online

New business tracking

Valuations**

Fund switching

Withdrawals**

Prudential Investment Plan

Yes

Yes

Yes

Yes

Yes

Yes

*Standard illustrations can be created online for the following investment bonds; Prudential Investment Bond, Prudence Bond & Flexible Investment Plan. Some exceptions apply and you may need to speak to your Prudential Account Manager:

  • Where regular income is being selected to come from one fund only and not all funds, additional explanatory wording will not currently show as standard. If this is required, please contact us for a quote.

  • For online illustrations there's currently an 18 character limit on the name field. If you cannot abbreviate the customers name, please contact us and we can provide a quote.
  • The following top up illustrations cannot be completed online, please contact us for these:
    • Topping up a policy where some of the segments have been assigned/cashed in
    • Topping up into With-Profits on a Prudential Investment Plan

Of note: Due to the UK withdrawing from the EU, top ups are not available to clients who have moved overseas and are no longer resident in the UK for UK tax purposes. The exception to this rule is if they are a crown servant or the spouse/civil partner of a crown servant, serving overseas.

**Certain criteria apply which may mean this service is not available.

Online Bond Withdrawal Tool

 

Legacy products

For information on which online services are available for legacy products, please visit our online services page.