For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
---select option---
Please select one of the options from the menu on the left.
From 'New Business Tracking and Policy Servicing' you can see your clients valuations, transaction history, projections and fund distribution. We've also introduced some useful tools where you can check your documents and if you need further support you can contact us through secure message or webchat.
Please note - if you select “Illustration” or “Retrieve Illustration” a new window will open and the form you need will be available there. If you need to access a different service just come back to this window.
Online Services support and information
How to access Online Services
To access our secure Online Services you’ll need to first log in using a secure service and then log in using an agency number for each relevant product.
View all online services
© Prudential 2023
"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.