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  • For schemes with year-end dates on or after 6 April 2018, annual governance statements (the Chair’s statement) need to include information about the costs and charges for each fund that members can invest in, along with at least one example of the effect these can have on members’ pension pots.
  • Prudential have collated relevant information in respect of scheme costs and charges, including transaction costs (where available), along with illustration information to show the compounding effect of costs and charges on pension savings.
  • For information of the costs and charges relating to your scheme(s), please enter your scheme ID in the box below.
  • The following scheme types were wound-up with effect from 17 March 2021:

The Prudential Money Purchase Masterplan,
The Prudential Money Contracted-Out Purchase Masterplan, and
The Prudential Group Pension Savings Plan
 

Former members of these schemes now have those benefits in their own name.

Information on costs and charges for the period 6 April 2020 to 17 March 2021 in respect of the above schemes can be found in the Chair’s Governance Statement.

You can find your scheme ID on your Annual Benefit Statement. You need to add at least four letters or numbers to search for your scheme.

You can find your scheme ID on your Annual Benefit Statement. You need to add at least four letters or numbers to search for your scheme.
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    Information as at:

    What are product costs & charges?

    Please find below relevant information in respect of the charges for your product (or products). 

    The charges outlined below cover all administration charges with the exception of; court orders, charges for earmarking or pension sharing, winding up costs, and payment of death benefits. Please note - charges for advice are not considered to be administration charges.

    Information as at:

    What are fund costs & charges?

    Please find below relevant information in respect of fund charges. This covers both funds currently available to your scheme, and for funds which have been closed for new scheme members. 

    The fund costs and charges information covers Annual Management Charges, Other charges & Expenses, and Transaction Costs.

    Please note, for Transaction Costs, where data is available, we have provided updated information in relation to Transaction costs. We are reliant on Asset managers providing us with this information. We will continue to update our Transaction cost information as we receive this.

    Frequently asked questions

    Costs and charges are the cost to you of investing in one of Prudential's investment options. You'll find more information on what costs and charges may apply to your investments by searching for your scheme.

    Charges mean all administration charges except: court orders, charges for earmarking or pension sharing, winding up costs and payment of death benefits.   

    Examples of administration charges are annual management charges, switching fees, allocation rates, premium related fees, set up fees, policy fees, exit charges and deferred member charges (Paid Up Pension charges). Charges for advice are not considered to be administration charges.

    The primary responsibility lies with trustees and managers to be compliant with the legislation. As a scheme provider, Prudential has a key role to play in supporting trustees to be able to fulfil their obligations.

    Where available, all information on charges is online for relevant schemes.

    Transaction costs are costs incurred by funds when the investments they hold are bought or sold. Examples of these include bid-offer spreads, taxes and broker commissions.

    Sometimes there may be delays in getting all transaction cost information. Where data is available, we've published this for relevant schemes, and we'll continue to update our transaction cost information as we receive it.

    The Prudential With-Profits Fund is only available through Prudential. It is not available to investors outside of Prudential so it doesn't need an ISIN. Information on the With-Profits Fund is available in the Fund Guide and/or Fund Fact Sheet.

    The Prudential Deposit Fund is part of the Prudential With-Profits Fund. Its assets are invested in the Prudential With-Profits Fund and provides a declared rate of interest (based on the Bank of England base interest rate) and makes no charges on the money invested. The rate of return applies irrespective of the nature of, or investment return on, the underlying investments in the Prudential With-Profits Fund.  Information on the interest applied to the Deposit Fund is available in the Fund Fact Sheet.

    If your scheme isn't included and you believe that it should be, please contact us.

    You'll find the costs and charges information you need for your Chair Statement for relevant schemes on 'Search for your pension scheme'.

    To help Trustees of relevant schemes, Prudential have:

    • made the relevant cost and charge information available on our website for Trustees and others to access directly, and
    • made illustrative examples available on our website showing the effect of costs and charges 
    • signposted pension scheme members to the relevant section of our website in the Annual Benefit Statement
    • signposted scheme members in the Annual Benefit Statement to where they can find fund information.

    If the information needed isn't on our website, please contact us.

    On request, Prudential can provide you with one year and five year net investment return information which can be included in your annual Chair's Statement and used to complete the Value for Members' assessment.

    Yes, for relevant schemes example illustrations are available online.

    We've updated the basis of our illustrations to make them specific to your scheme. If you've viewed or downloaded any 2021 illustration(s) before 14/02/2022, these have now been replaced and are no longer available. Note: your new 2021 illustrations can't be directly compared with your original 2021 illustrations.