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** |
|---|---|---|---|---|---|---|
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.
- Find more information online about Discounted Gift Trusts (DGT) and illustrations and new business updates or for a DGT factsheet please contact us.
- 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.
Legacy products
For information on which online services are available for legacy products, please visit our online services page.
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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.