Prudential Investment Plan
Your Prudential Investment Plan is designed to provide flexibility to suit your investment goals and attitude to risk. It also has different charging options depending on the choices you make with your financial adviser.
To let your money work even harder for you and your investment goals you might think about topping up your plan. This could help, whether you're looking to boost your retirement income or save for a rainy day.
We've made it easy too. Simply call us on 0845 640 1000 and we'll send you the key features and a top up form.
Benefits
- Access to 5 Dynamic Portfolios - each a "fund of funds" which suit different investment objectives and attitudes to risk.
- Access to a wide range of independently selected investments through the PruSelect Fund Range.
- Access to Prudential's Multi-asset Fund Range and fund management expertise.
- More funds available through the Additional Fund Choice range.
- Fund switching.
- Flexible options for withdrawing money.
- Tax benefits - if you pay tax your bond has a valuable tax benefit. This allows you to take out up to 5% of your investment each year from your plan for up to 20 years - free from any immediate income tax liability. There may however be additional tax liability when you cash in your plan. This is based on our current understanding as at August 2010 of current tax legislation and HM Revenue & Customs practice, both of which may change without notice. The amount of tax relief actually received will depend on your individual circumstances.
For more on the benefits of your plan visit the Prudential Investment Plan product page or read our key features.
Review your Prudential Investment Plan
- To top up, change investment funds, make withdrawals, make any changes, or find out more about your plan call 0845 640 1000 (Monday-Friday 8am-6pm), or send a secure email.
- We send you a statement each year but you can also request a fund valuation online.
Read more
Product Information
PruFund
- Introducing the PruFund Range of Funds (pdf 429)
- Your With-Profits Plan - A Guide to how we manage the Fund (PruFund) (pdf 127k)
Dynamic Portfolios
Other Funds
- Distribution Income Funds - Income Guide (pdf 48k)
- Your With-Profits Plan(Unitised With-Profits) (pdf 65k)
