Unit-Linked Annuity

Register or log in to our Online Service to update your UK bank or building society details.

You won't be able to change any foreign bank details with our online service, so please contact us.

Register or log in to our Online Service to update your address details quickly and easily.

To change your name, we’ll need a signed letter from you with details of your previous name and your new name. We’ll also need one of the following original documents: a Marriage Certificate, Civil Partnership Certificate, Decree Absolute, Final Order or a Deed Poll.

Please send the letter, including your policy number, to Prudential, Lancing, BN15 8GB. We’ll return your document to you straight away.

We understand that you may be going through a difficult time and so we want to make dealing with us as simple as possible.

If someone has passed away, let us know by completing our online form or by calling us.

Our online form is quick and easy to complete and we will send you confirmation of its submission straight away.

Log in to our Online Service where you will find a copy of your end of year tax certificate (P60) in the Document area. This will typically be available at the end of tax year. 

Unless you advise us to stop sending paper copies we will send you a copy of your P60 by 31 May each year.

You’re able to change the funds that you’re currently invested in. The fund guide and Unit-Linked funds page have more information about your funds and how they are managed.    

You can call us to request a change of funds, free of charge at anytime. However we recommend that you speak to a financial adviser before making any changes.

The value of your income from your Unit-Linked Annuity, can go down as well as up so you might get back less than you put in.

Your income isn’t reviewed annually, but it may change depending on the funds you’re invested in.

If you want to be notified when your net payments change by £1.00 or more, please contact us to opt-in to automatically receiving confirmation letters.

The value of your income from your Unit-Linked Annuity, can go down as well as up so you might get back less than you put in.

Your annuity income may have changed due to a change in tax code or to the payment amount before any tax or deductions are taken (gross payment).

If you were not expecting this to change, please contact us.

To query a tax code you’ll need to contact HM Revenue & Customs (HMRC).

HMRC will notify us of any tax code changes whenever they issue a new code to you.

You'll need your National Insurance number and your policy number. If HMRC ask for our tax district and reference number (or PAYE reference), you'll find them on your end of year tax certificate (P60).

You might need to pay tax depending on your circumstances and the options you choose. Tax rules can also change in the future.

If you need information about life events, help with money or you need us to support you in a different way, our care and support pages provide a range of topics to help.

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