8th June 2020

Prudential's ISA has had an upgrade

Prudential have improved their Prudential by building a new online service, with enhanced functionality, which gives you control and flexibility of the management of your clients’ investment in a safe, secure, efficient and intuitive environment available when you need it.

Watch their video on how they’ve improved the process.

For more details about how to get signed up please read the FAQs on this support page. 

Making these changes and efficiencies means we can pass savings on to our customers. 

Reducing AMCs for ISA clients

Clients can now invest in the PruFund range of funds through a Prudential ISA for 1% or less for investments £250k and over.  We’ve introduced large fund size discounts to all PruFund investments held in the Prudential ISA (for new and existing monies).

Do you have clients that could take advantage of the new fund size discounts by consolidating their stocks and shares and/or cash ISA pots?

For more information on this read on here.

Support for you

• ISA cost and charges calculator - discover information about the fund costs and charges and their effect on returns for the Prudential ISA.
• Your Guide to the Prudential ISA – Client facing introduction to our Prudential ISA. 
• PruFund timeline
• PruFund Growth – long-term investment strategy
• PruFolio Risk Managed Range

To discuss any of this further please contact your dedicated Prudential Account Manager or call 0808 234 0808 (lines open 8.30am-6pm, Monday to Friday). 

Tax, Trust & ISA