For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
We can help you manage your clients business online.
You can access a range of online services, from illustrations and new business submission, to valuations and withdrawals.
Product |
Illustrations* |
Apply online |
New business tracking |
Valuations** |
Fund switching |
Withdrawals** |
---|---|---|---|---|---|---|
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 but there are some exceptions, where you may need to speak to your Prudential Account Manager:
o Topping up a policy where some of the segments have been assigned/cashed in
o Topping up into With-Profits on a Prudential Investment Plan
** Please note there’s certain criteria that applies, which may mean the bond is not eligible of this service.
Online Bond Withdrawal Tool
For information on which online services are available for legacy products, please visit our online services page.