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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

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Professional's guide to drawdown

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

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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.

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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.

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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.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.