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The power of light speed

The power of light speed

The new Prudential online ISA service makes it easier to do business with us with a 3 minute end to end application process and easy control over client management.

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Boost your ISA process 

Our new online service offers enhanced functionality that’ll make it easier to set up and give you more visibility and control of your clients’ investment.

Watch the video to see how our new and improved, streamlined service makes it much easier and quicker for you.

The Prudential ISA is managed by Link Financial Investment Limited. 

Featured Video

1 minutes

Signatureless application process

A signatureless process, with the exception of transfers, allowing you to apply for, top-up, and service your clients' ISA requests.

Faster and more accurate business submissions

Quick and intuitive online processes allowing you to key and submit business accurately and efficiently on your client’s behalf.

Payment options and speedy investments

Clients can pay a single contribution by bank transfer or Visa debit card meaning the payments will be invested quickly.

How do I access the new ISA online service?

Your dashboard - for control and flexibility

We think the biggest benefit to the new online ISA service is giving you access to a dashboard where you can see all of your Prudential ISA client records in one place. Which means you have control and and flexibility over the management of your clients investments, in a safe, secure, efficient and intuitive environment - available when you need it.

This online service gives you control over your advice and the application process via the dashboard, so you can see real time case tracking, manage client records and do bulk valuations.

And stay up to date on..

  • Transactions
  • Valuations: current, historic, and bulk valuation downloads of all your Prudential ISA clients
  • Your client's documents including statements and costs and charges reports
  • Printable client report showing valuation details, total investments paid into the ISA and in current tax year and total withdrawals taken.
  • Fund choice: a range of actively managed funds available to suit different attitudes to risk.
Latest enhancements:

Feedback received after the launch of the Prudential ISA Online Service highlighted a requirement for advisers to be able to access a summary of the submitted applications for their records and to meet internal compliance requirements.

To help facilitate this requirement an interim solution was put in place that allowed advisers to print a copy of the summary section of an online application prior to submission. At the same time steps were taken to develop a broader solution that would provide a permanent record of a New ISA application and a Add Money in (top-up) application.

We’re happy to confirm that this new functionality is now live.

What does this mean?

Whenever you submit a new ISA application or a Add Money In (top-up) application a new Application summary document will be added to the client’s document store which you and your client will be able to view. This gives a permanent record of the details contained in the application you submitted on behalf of your client. You’ll be able to access this from the Documents section on the Client record page of your client’s ISA and your client will also be able to access from the Documents section on their Dashboard. Once accessed the document can be viewed and/or printed or saved as a pdf to your own device.

How to use our new online ISA service

We’ve also created a new Customer recommendation literature page to make it easy for you to obtain the relevant documentation needed to recommend a Prudential ISA to your client. This page contains access to documents provided by Prudential in relation to PruFund investments available with the Prudential ISA and also to documents provided by Link Financial Investments Limited as ISA Manager of the Prudential ISA.

We also provide documents to support you and your clients understand how the Prudential ISA works and also investment solutions including PruFund funds. You can access Prudential literature within the ISA literature page and also other documents provided by Link on the Link Financial Investments Limited documents page.

"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.