Pensions & Retirement hub
Learn about our pensions and retirement products.
Learn about our investment products.
Estate planning hub
We have a range of products designed to help your clients meet their estate planning objectives.
Learn about our range of funds, fund performance and fund updates.
Please click on the links below to take you to relevant area of the Prudential website.
Tools & Calculators
Inform your professional advice with our range of tools and calculators, which you can use across a number of devices. Explore options and uncover issues that could affect your clients – from tax to returns and more. Our tools and calculators are for financial advisers and not approved for use with clients.
Access a range of online services, from illustrations and valuations to applications, business tracking and more.
All articles, videos and webinars.
Knowledge TV videos
Videos on regulations, legislation, business development, investments and the economy through the Knowledge TV hub.
Oracle Live Webinars
Recorded webinars and forthcoming webinars through the Oracle Live hub.
Articles in editions of Oracle Technical and Oracle Quarterly.
Knowledge and literature
Information and guidance to help you understand key issues, give better advice and meet your professional development and business goals.
All documents and forms for products and funds.
Find out how you can contact the technical team and view a summary of technical content.
View a summary of business development tools, guides and content.
A summary of CPD content and resources.
Useful resources for paraplanners. Get quick access to guidance, tools and information for commons tasks in the one place.
|28 August 2019||Prudential Seminars Edinburgh|
|29 August 2019||Prudential Seminars Glasgow|
|3 September 2019||Prudential Seminars Watford|
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|9 October 2019||Prudential Seminars Colchester|
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|15 October 2019||Prudential Seminars London|
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|29 October 2019||Prudential Seminars Cardiff|
Register now for Prudential’s '2020 AND BEYOND' Seminars
Aug 16, 2019
Keeping up the with changes impacting us is challenging. Increased regulation and complexity everywhere means advisers need to save time whilst still maximising returns for clients. more...
Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?
Aug 9, 2019
Register to join one of Prudential’s webinar sessions on Thursday 15 August, to help you identify new opportunities with your clients. Presented by Jacqueline Clezy – Technical Manager. more...
Prudential CPD compilation – Discretionary Trust Taxation
Aug 5, 2019
It's simple to explain to a client when there's no Inheritance Tax (IHT) to pay at outset on a lifetime gift. But can you explain to a client what the ongoing IHT implications are of using a discretionary trust? The relevant property regime is complex and if you don't understand it, you could inadvertently cause a tax charge, or miss an opportunity to avoid one. more...