Prudential ISA

Here’s a few common questions that get asked by customers who have invested in a Prudential ISA either through an adviser or online.

If you set up your Prudential ISA through a financial adviser, please contact them if you want to make any changes or call Capita Financial Investments Limited on 0344 335 8936.

If you set up your Prudential ISA online, you can contact Capita Financial Investments Limited on 0844 335 8969 if you want to make any changes. If you’re looking to top up your ISA, you can also do this online.

The Prudential ISA is provided by Capita Financial Investments Limited who is the ISA plan manager.

If you still have a question that's not covered or need to make changes, please contact your financial adviser or call Capita Financial Investments on 0344 335 8936, 08:30am to 5:30pm, Monday to Friday.

Please remember to have your Investor ID to hand when you call and quote this on all written correspondence.

If you set up your Prudential ISA online, please contact Capita Financial Investments on 0344 335 8969.

Frequently Asked Questions

The key features of the Policy within the Prudential ISA is a good point of reference for further information and you can also find details on within the A guide to the Prudential ISA document.

 

The 2017/18 limit for new investment into a stocks and shares ISA is £20,000.

You can invest your annual ISA subscription across any type of ISA (Stocks & Shares ISA, Cash ISA and Innovative Finance ISA) but you can't invest in more than one type of ISA in any one tax year.

If you wish to top up your ISA please contact your financial adviser or alternatively call Capita Financial Investments on 0844 335 8936.

You can switch your money between funds at any time. Currently there is no charge for switching , although we reserve the right to apply a charge in the future. Switches between PruFund funds will be made 28 days after your switch request is received using the unit price on the 28th day.

You can access your money at any time through the ISA Plan Manager, Capita Financial Investments Limited. You can make full, partial or regular withdrawals. The minimum withdrawal for regular and partial withdrawals is £50 per fund and for partial withdrawals it is £250 per fund. You must leave at least £500 in each fund. Regular withdrawals can be taken on a monthly, quarterly, half yearly or annual basis, subject to limits. They can be taken on either the 5th or 20th of each month.

The ISA plan manager, Capita Financial Investments Limited, will send you a statement in May and November every year. You can also call them on 0344 335 8936 for an up-to-date valuation of your investment.

The Prudential ISA is provided by Capita Financial Investments Limited who is the ISA plan manager.

If you still have a question that's not covered or need to make changes, please contact Capita Financial Investments on 0344 335 8969, 08:30am to 5:30pm, Monday to Friday.

Please remember to have your Investor ID to hand when you call and quote this on all written correspondence.

If you set up your Prudential ISA through a financial adviser, please contact them or Capita Financial Investments to make any changes.

Frequently Asked Questions

The key features of the Policy within the Prudential ISA is a good point of reference for further information and you can also find details on the product page.

The 2017/18 limit for new investment into a stocks and shares ISA is £20,000.

You can invest your annual ISA subscription across any type of ISA (Stocks & Shares ISA, Cash ISA and Innovative Finance ISA) but you can't invest in more than one type of ISA in any one tax year.

If you wish to make additional investments to your ISA, please log in to your account through Capita Financial Investments Limited.

Valuations can be viewed by logging into your account. Click here to access your account. 

If you have applied for the Prudential ISA and need to print a transfer authority form or make your payment, you can log in to your account through Capita Financial Investments Limited.

To log in you’ll need the email address you used to register with Capita Financial Investments Limited, your password and memorable word. If you have forgotten your password or memorable word please follow the instructions on the screen.

You can switch your money between funds at any time. Currently there is no charge for switching , although we reserve the right to apply a charge in the future.  Switches between PruFund funds will be made 28 days after your switch request is received using the unit price on the 28th day.

You can access your money at any time through the ISA Plan Manager, Capita Financial Investments Limited. You can make full, partial or regular withdrawals. The minimum withdrawal for regular and partial withdrawals is £50 per fund and for partial withdrawals it is £250 per fund.  You must leave at least £500 in each fund.  Regular withdrawals can be taken on a monthly, quarterly, half yearly or annual basis, subject to limits. They can be taken on either the 5th or 20th of each month.

The ISA plan manager, Capita Financial Investments Limited, will send you a statement in May and November every year. You can also view your valuations by logging into your account here.