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.
Prudential: Finding the perfect B&B
Feb 12, 2019
The internal fund tax of wrappers such as bonds and Open Ended Investment Companies (OEICs) can be confusing. Here’s a simple fact though – within an OEIC, no tax is payable on capital gains and instead the client is potentially liable to capital gains tax (CGT) on disposal of shares. Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...
Prudential: Inheritance Tax webinar– overview, update, planning & trusts
Feb 8, 2019
Register to join one of Prudential’s webinar sessions on Thursday 21 February to help you identify new opportunities with your clients. more...
Prudential: Age is no barrier
Feb 5, 2019
It’s currently £3,000 and has remained unchanged since April 1981, back when Shakin’ Stevens was at number one in the UK singles chart with ‘This Ole House.’ Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...
Tax year end planning support hub
Jan 17, 2019
With another tax year end on the horizon, Prudential have packaged up the support you need in one place in their new and improved hub. You’ll find a range of handy tools, tips and technical insight, including the most common tax year end questions their technical experts answer at this time of year. more...
Prudential: Value for money without compromise webinar
Jan 16, 2019
With many advisers balancing the challenge of achieving greater diversification in a more cost effective way, they’ll aim to demonstrate that sacrifice is not always required. They’ll explore where multi-asset solutions are being used to help achieve better outcomes for clients in a cost effective way while allowing advisers to meet their due diligence and regulatory requirements. more...