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Legacy Products

Below you will find forms and documents to support your clients for products that are no longer open to new business. Literature for International products can be found by selecting the Legacy Investment products filter.

LEGACY PRODUCT

Amicable Savings Plan

The Amicable Savings Plan is closed to new business but your existing clients are able to make amendments to their plan.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808.

Building Society Bond

This product is only available for top-ups to existing Building Society Bonds.

If you're looking for details on this product, you can find links to commonly used material below.

Capital Investment Bond

The Capital Investment Bond was designed to provide long term capital growth potential for your client's investment. The Series 1 Capital Investment Bond closed in November 1994 and Series 2 in December 2002.

Top-ups to your client's bonds are still available.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808.

Flexible Investment Plan

The Flexible Investment Plan was closed to new business from 31 December 2012 but your existing clients are able to top-up their Plan.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808 or manage this within Online Services.

Flexible Life Plan

The Flexible Life Plan is a regular premium whole of life plan with a number of added options and facilities. This is closed to new business but your existing clients are able to top-up their plan at any time.

The Plan has regular reviews to help ensure that cover can be maintained. These will normally occur after ten years and then every five years. At any review we may recommend that the investor pays an additional premium or reduces the level of cover. If they choose to do neither, cover may eventually stop if the plan value is too small to support it.

Flexible Protection Bond

The Flexible Protection Bond is a single premium bond offering whole of life cover with a range of investment choices and other options. This is closed to new business but your existing clients are able to top-up their plan at any time.

The Bond has regular reviews to help ensure that cover can be maintained. These will normally occur after ten years and then every five years. At any review we may recommend that the investor pays an additional premium or reduces the level of cover. If they choose to do neither, cover may eventually stop if the plan value is too small to support it. 

Former M&G Life products

If you're looking for details on M&G products , you can find links to commonly used material below.

Top ups to some versions of the Flexible Investment Bond and High Yield Bond are still available.

Home Purchaser

The Home Purchaser, from Scottish Amicable, closed to new business from 1st January 2001.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information, please contact the Helpline on 0808 234 0808

International Prudence Bond

This product is only available for top-ups to existing International Prudence Bonds in the UK. If you require an illustration please call our team on 0808 234 2200.

If your client is resident outside of the UK, please visit Prudential International for illustrations and literature.

If you're looking for details on this product, you can find links to commonly used material below.

International Prudence Bond Capital Redemption Option

This product is only available for top-ups to existing International Prudence Bonds in the UK. If you require an illustration please call our team on 0808 234 2200.

If your client is resident outside of the UK, please visit Prudential International for illustrations and literature.

If you're looking for details on this product, you can find links to commonly used material below.

Long Term Care Bond

This product is only available for top-ups to existing Long Term Care Bonds.

If you're looking for details on this product, you can find links to commonly used material below.

Maximum Investment Plan

This plan was closed to new business from February 1988. This  was a unit-linked endowment assurance issued as a single policy or in clusters on a single life, first death or second death basis.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information, please contact the Helpline on 0808 234 0808.

Personal Investment Bond

This product is only available for top-ups to existing Personal Investment Bonds.

If you're looking for details on this product, you can find links to commonly used material below.

Portfolio Account

This product is only available for top-ups to existing Portfolio Accounts in the UK. If you require an illustration please call our team on 0808 234 2200.

If your client is resident outside of the UK, please visit Prudential International for illustrations and literature.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please call our team on 0808 234 2200 or manage this within Online Services.

Portfolio Account Capital Redemption Option

This product is only available for top-ups to existing Portfolio Accounts in the UK. If you require an illustration please call our team on 0808 234 2200.

If your client is resident outside of the UK, please visit Prudential International for illustrations and literature.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please call our team on 0808 234 2200 or manage this within Online Services.

Prudence Bond

The Prudence Bond was closed to new business from 17 November 2003 but your existing clients are able to top-up their Bond.

If you have clients that have not invested in Prudence Bond and wish to invest in With-Profits, this can be done through our Prudential Investment Plan.

If you're looking for details on this product, you can find links to commonly used material below. 

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808 or manage this within Online Services. 

Prudence Distribution Bond

The Prudence Distribution Bond is closed to new business but your existing clients are able to top-up their existing bond.

If you're looking for details on this product, you can find links to commonly used material below.

Prudence Managed Investment Bond

The Prudence Managed Investment Bond was closed to new business from November 2003 but your existing clients are able to top-up their Bond.

If you're looking for details on this product, you can find links to commonly used material below.

Prudence Portfolio Bond

The Prudence Portfolio Bond is closed to new business but your existing clients are able to top-up their plan at any time. For new clients seeking a tax-efficient open architecture investment, take a look at our Prudential International Investment Portfolio, which offers flexible charging options and many other benefits.

If you're looking for details on this product, you can find links to commonly used material below.

Prudence Portfolio Bond Capital Redemption Option

The Prudence Portfolio Bond Capital Redemption Option is closed to new business, although still open for top-ups. For new clients seeking a tax-efficient open architecture investment, take a look at our Prudential International Investment Portfolio, which offers flexible charging options and many other benefits.

If you're looking for details on this product, you can find links to commonly used material below. 

Prudence Prospects Bond

The Prudence Prospects Bond was closed to new business from 31 December 2009. Top ups to the bond were closed from 31 December 2012.

If you require further information, please contact the Helpline on 0808 234 0808.

PruFund Investment Plan

The PruFund Investment Plan was closed to new business from 31 July 2009 and top-ups are also not available. However, your clients are able to make changes to their investments and take withdrawals.

If you're looking for details on this product, you can find links to commonly used material below. 

Flexible Retirement Income Account

This plan is no longer open to new business.

If you're looking for details on this product, you can find links to commonly used material below.

Guaranteed Pension Annuity

This plan is no longer open to new business.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808.

Income Choice Annuity

This plan is no longer open to new business.

If you're looking for details on this product, you can find links to commonly used material below. Information on the Smoothed Return Announcement can be found on this page.

With-Profits Annuity

This plan is no longer open to new business.

If you're looking for details on this product, you can find links to commonly used material below. Information on the Bonus Declaration can be found on this page. 

Company Pension Transfer Plan (Bulk Section 32)

This plan is also known as a Company Pension Transfer Plan or a Bulk Section 32 Scheme. This was available for trustees of an occupational pension scheme that transferred their pension to Prudential. Please note that this plan is no longer open to new business.

If you're looking for details on this product, you can find links to commonly used material below.

Executive Pension Plan (Series A)

This plan is a money purchase company pension for directors and senior employees.

If you're looking for details on this product, you can find links to commonly used material below.

Flexible Income Drawdown Plan

This plan is no longer open to new business and additional investments into the plan is not available.

If you're looking for details on this product, you can find links to commonly used material below.

Flexible Retirement Plan

The Flexible Retirement Plan is closed to new customers but your existing clients are able to make changes to their plan.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline for FRP – Personal Pension Option 0808 234 0808 and for  FRP – Income Drawdown Option – 0808 234 2372

Flexible Retirement Portfolio

This product is no longer open to new business. We now offer the Flexible Retirement Plan as an alternative product to your clients.

You can still use the phased retirement option into existing Flexible Retirement Portfolio drawdown contracts.

If you're looking for details on this product, you can find links to commonly used material below.

Former M&G pension products

You can produce online valuations for M&G pensions products within Online Services.

If you're looking for details on this product, you can find links to commonly used material below.

Free Standing AVC

This product was sold under the Scottish Amicable brand and is no longer open to new business. Additional investments into the plan is also not available, although there may be contractual increases under the indexation facility.

If you're looking for details on this product, you can find links to commonly used material below.

MaxiPension (Series 2)

This product is a retirement benefits plan sold under the Scottish Amicable brand. It is designed for employees and directors who a members of a company pension scheme. You can apply to add new members or increase existing client contributions to this plan.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808.

MaxiPension Plus

This product was sold under the Scottish Amicable brand and designed for senior employees and directors. You can apply to add new members or increase existing members contributions to this plan.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808.

OmniPension (Series 2)

This product was a company pension plan and sold under the Scottish Amicable brand. It is designed for those in pensionable employment. You can apply to add new members or increase existing members contributions to this plan.

If you're looking for details on this product, you can find links to commonly used material below.

OmniPension Plus

This product was sold under the Scottish Amicable brand and designed for senior employees and directors. You can apply to add new members or increase existing members contributions to this plan.

If you're looking for details on this product, you can find links to commonly used material below.

Premier Executive Pension

The Premier Executive Pension was  sold under the Scottish Amicable brand and designed to provide a simple and cost effective retirement planning package for directors and senior employees. It offers a flexible approach to pension planning to aid efficient personal and company tax planning.

You can apply to add new members or increase existing members contributions to this plan within Online Services.

If you're looking for details on this product, you can find links to commonly used material below. If you're looking for servicing forms on the original Prudential product, please call:
0870 0600 455 (Mk 1)
0870 1504 685 (Mk2)

Premier Group Money Purchase Pension

This contract is only open for top up and new member business to existing schemes. The aim of this plan is to build up a fund, in a tax efficient way, to provide the member with regular income when they take their benefits.

It also enables the employer, if applicable, to provide extra Life Cover for the member should he/she die before taking benefits.

If you're looking for details on this product, you can find links to commonly used material below.

You can apply to add new members or increase existing members contributions to this plan within Online Services.

Premier Group Personal Pension

This contract is only open for top up and new member business to existing schemes. This plan gives your clients (usually jointly with their employer) the chance to save for retirement in a tax efficient way.

If you're looking for details on this product, you can find links to commonly used material below.

You can apply to add new members or increase existing members contributions to this plan within Online Services.

Premier Group Stakeholder Pension

This contract is only open for top up and new member business to existing schemes. This plan gives your clients the chance to save for retirement in a tax efficient way.

If you're looking for details on this product, you can find links to commonly used material below.

You can apply to add new members or increase existing members contributions to this plan within Online Services. 

Premier Personal Pension

The Premier Personal Pension is only open for increases to regular contributions under existing Premier plans and pre Premier (SAL) personal pension plans.

Individuals who have existing Premier Personal Pension plans and who wish to invest single contributions or transfer values can do so via the Flexible Retirement Plan.

If you're looking for details on this product, you can find links to commonly used material below.

You can increase existing members contributions to this plan within Online Services.

Premier Stakeholder Pension

This is a flexible pension plan that aims to build up a fund in a tax-efficient way, to provide your client with a regular income when they take their benefits.

If you're looking for details on this product, you can find links to commonly used material below.

You can increase existing members contributions to this plan within Online Services.

Prudential Personal Pension

This is the Prudential Personal Pension, which was originally sold through the Prudential Direct Sales Force, and is only available for top-ups, payment restarts, and transfers in.

If you're looking for details on this product, you can find links to commonly used material below.

If you require further information or wish to service this product for your client, please contact the Helpline on 0808 234 0808.

Retirement Annuities (section 226) Plan

The Retirement Annuities (Section 226 Pension Increment) Plan was previously sold under the Scottish Amicable and M&G brands. It aims to build up a fund, in a tax-efficient way, to provide you with a regular income when you take your benefits.

If you're looking for details on this product, you can find links to commonly used material below.

You can increase existing members contributions to this plan within Online Services. 

Section 32

This pension is for those who have transferred an occupational pension from another scheme provider to us, or who have used funds from another Section 32. Please note that this plan is no longer open to new business.

If you're looking for details on this product, you can find links to commonly used material below.