Online service maintenance. Be advised of scheduled maintenance for online services.
Online service maintenance. Be advised of scheduled maintenance for online services.
You can get real-time data linked with your own back office systems (client management systems) for a number of our services.
The services we can provide through available back office systems are:
We can integrate with a number of industry standard back office systems. The services available depend on the system you use.
If you require support please contact your back office system provider.
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✓ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✓ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✗ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✗ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✗ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✗ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✓ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions* & investments | ✓ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions* & investments | ✗ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✓ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✗ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions* & investments | ✗ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✓ | ✓ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions* & investments | ✗ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions, investments & Retirement Account | ✓ | ✗ |
Contract Enquiry | Adviser Commission Statements | Bulk Valuations |
---|---|---|
Pensions* & investments | ✗ | ✗ |
*Excludes valuations for Retirement Account
A number of software suppliers integrate with Prudential via the Origo Integration hub to obtain valuations for pensions and investment products. For support, please contact your relevant software supplier.
The PruAdviser Helpdesk can help with queries such as clarifying the format of any specific policy numbers and the linking in of your office postcodes if you have multiple offices that the policies are registered to.
Call 0808 234 5200
Email pruadviser.helpdesk@prudential.co.uk
Prudential advocate strong security and privacy principles. Please do not send any personal or confidential information through email.
You should make sure that the valuation data you hold is up-to-date, accurate and in the right format. This will help reduce any errors and speed up the online processing of business.
Please ensure:
If the contract enquiry message “fails”, you will see a message that clarifies the reason for this. The PruAdviser Helpdesk can help to identify the cause of any failed valuations and can help to solve the problem.
When you set up the integration between your back office system and our services, you will need to provide reference numbers. It’s important that the reference numbers are in the right format.
Here’s a guide to the format you should use:
Product |
Reference Number Format |
---|---|
Retirement Account |
Submitted business (account level): • RET999999 Submitted business (sub-account level): • ET999999A99 for savings • RET999999D99 for income |
Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential) |
XXX(AtoZ)(AtoZ)XXX |
Personal pensions |
50000000 to 51999999 |
Investment bonds, including: • Prudence With Profits Bonds • Flexible Investment Plan • Personal Investment Plan • PruFund Investment plan |
XXXXXX(AtoZ) Note: any segmentation information should be removed. 123456T000-019 should have the 000-019 stripped out and only display the 123456T. |
Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential) |
OXXXXXXX |
Investment or pension products originally sold through M&G (now Prudential) |
(MorG)XXX(AtoZ)XXX |
Prudential international policies |
E2XXXXXX(AorB) |
Flexible Retirement Plans |
(AtoZ)XXX(AtoZ)XXX |
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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.