Our Fund Delivery Service

Our Fund Delivery Service is an innovative proposition targeted at Trustees and Employers who find that investment choice is limited and administration is complex. The proposition is designed to provide carefully selected, competitively priced, best of breed funds through a single administrative platform. This allows access to a wider range of funds without the headache of multiple administration platform linkages, whilst retaining a chosen administration provider.

Further Information

Whilst there is certainly no shortage of investment funds on offer in the market, many investment managers are unable to accept small mandates and do not have the relevant products and services in place. This leaves Trustees with a limited choice of funds and fund managers, resulting in them often having to make compromises in their investment proposition.

In addition, operational inefficiencies can arise from multiple administration interfaces with different fund managers, and a lack of uniformity in dealing cycles. The result can be higher administration costs and members often being subjected to significant 'out of market' exposure when switching between funds.

Prudential has recognised a demand among Trustees for efficient investment choice. The solution is our Fund Delivery Service. This proposition offers Trustees a range of best of breed funds from a number of leading fund management houses, through a single administration platform. It also offers the ability to tailor the solution by the addition of managers and/or funds or the creation of bespoke funds.

The value of an investment may go down as well as up and a member's fund value in future may be less than the payments they have made.

For further information on our Fund Delivery Service proposition, please contact:

Martyn Bogira

by telephone: 0207 004 9241
by email: martyn.bogira@prudential.co.uk

For General Corporate Solutions Enquires, please contact us on by email: corporatesolutions@prudential.co.uk