Prudential Investment Plan

The Prudential Investment Plan is an investment bond where you can invest your money in a range of different funds that aim to increase the value of your investment over the medium- to long-term, so 5 to 10 years or more.

Benefits

  • Start your plan with a single payment and make additional payments at any time.
  • Access to Prudential's Multi-Asset fund range including the PruFund range of funds.
  • Tax-efficient withdrawals of up to 5% of your investment each year for up to 20 years.
  • Currently able to switch funds free of charge.
  • Flexible access to your investment.

Risks and considerations

  • This product is only available through a financial adviser.
  • The value of your investment can go down as well as up, so you might get back less than you put in. If you take more money from the plan than the amount your investment has grown by, the value of your investment will be less than you've put in.
  • If you take more money from the plan than the amount your investment has grown by, the value of your investment will be less than you’ve put in.
  • Making withdrawals or the application of charges will also reduce the value of your investment.
  • Cashing in your plan or taking out more than 5% (in any policy year) of the amount you have invested may result in an income tax charge.
  • You might need to pay tax depending on your circumstances and the options you choose. Tax rules can also change in the future.

This is a single premium investment bond that lets you invest your money in a wide range of funds. This could be right for you if you’re looking for a medium to long-term investment, of between five and 10 years.

  • You can start investing – with a minimum of £10,000 and make additional investments of at least £10,000.
  • Flexible options for withdrawing your money – you can take regular or partial withdrawals from your bond at any time. You can set the amount of regular withdrawals and choose how often it is taken, within certain minimum and maximum levels.
  • There’s also tax benefits – if you pay tax, the Prudential Investment Plan has a valuable built-in tax benefit that allows you to take out up to 5% of your investment each year without having to pay any tax immediately. You can do this for up to 20 years, although if you decide to cash in your plan or take out more than 5% (in any policy year) of the amount you have invested, you may be subject to an income tax charge.

There's a wide range of investments to choose from - you'll have access to a wide range of investment options to suit your investment style and appetite for risk. This includes our PruFund range of funds.

If you want more information on what investment options are available to you, you can explore our full range of funds and download our factsheets.

It’s also important that you regularly review your investments so that you get the best out of your plan.

Your financial adviser can explain the fund options to you and what to consider.

  • You can see the latest expected growth rates for the PruFund range of funds available through our Prudential Investment Plan.
  • If you are looking for the latest fund details, you can see this on the prices and information page which lists all of the funds available.

Before you decide whether this investment product is right for you, you should read the following documents and then speak to a financial adviser for further information.

Key Information Documents

These documents are provided for the products listed below and the funds that are available to new investors through these products.

If you are an existing customer and looking to make changes to your investment, please visit our dedicated Prudential Investment Plan page in the existing customer Investment section of our website.

Looking for help?

Whether you’re facing some tough financial decisions now or you want to think about your future plans, financial advice can make a real difference .
So, if you don’t already have an adviser, arrange a chat with one of our advisers. We offer a restricted advice service.

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