Your invitation from
the Man from the Pru

Meet with your local Prudential Financial Planning adviser

Set-up your review meeting

It's very easy to arrange a meeting with your local Man from the Pru. We can review your Pension plan and help you understand your options. We can also advise on any other savings, if you wish, and help you make your finances more tax efficient.

You won't be under any obligation whatsoever to do anything else. And we can meet you in the comfort of your own home or wherever you prefer.

Simply complete this form and one of our advisers will call you to arrange to meet at a time that suits you. Or you can call us on 0800 028 1301 between Monday to Friday 9am to 5pm.

Prudential Financial Planning advisers are qualified and experienced in financial planning and can advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.








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The types of questions we can help answer:

  • Should I move any of my pensions or savings?
  • How much money will I need when I retire - should I be saving more?
  • What options do I now have when I decide to take my pension money?
  • How exactly do I pass my remaining pension on to my children?
  • Am I missing out on any tax benefits?

How we use your personal data

Prudential will use your details to arrange a suitable date and time for an appointment with a financial adviser. We may contact you to check that you have received this information and to see whether you have any questions about its content. It may be necessary, for the above purposes, to transfer your information to countries that provide a different level of data protection from the UK. Where this is the case we will ensure your data is kept secure. 

‘Prudential’ is a trading name of Prudential Financial Planning Limited. Prudential Financial Planning Limited is registered in England and Wales. Registered office at Laurence Pountney Hill, London EC4R 0HH. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.