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Retirement Planning

Whether your client is coming up for retirement or has just retired, we cover some of the areas that will be of interest.

Retirement Modeller

Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.

Guides & Sales Aids


Professional's guide to drawdown

This guide is full of facts and tips to help you research and provide compliant drawdown recommendations.


Retirement advice: An art or science?

A guide to help you look at your own retirement advice processes and how you could help clients get better retirement outcomes.


Retirement is a journey, not an event

Sets out some of the key points along this journey and provides answers to a number of important questions.

Annual Allowance Calculator

Find out how Annual Allowance could impact your clients – whether the standard Annual Allowance or Tapered Annual Allowance applies, as well as the amount of unused allowance and carry forward.

View calculator How to use

Videos & Webinars

Learn about our Retirement Account

The Retirement Account offers a wide range of investment choices to help your client save and invest for their retirement in a tax efficient manner.

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