PruAdviser Online Services ​for Retirement Account will be unavailable for extended periods of time between 18:00 on Friday 28 January 2022 and the evening of Sunday 30 January for essential maintenance. We apologise for any inconvenience caused.

Available Funds and Preferential Terms Calculator

Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.

  • Two tools in one.

  • View offline and online.

  • Save as a pdf for your reports.

Key features of our Available Funds Preferential Terms Calculator

See the savings with different terms

Use the Preferential Terms calculator to demonstrate the savings which could be made from initial charge discounts on the selected funds.

View available funds

View the funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account, using filters to refine the list and make selections.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Save as a pdf

To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF)

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and are to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

"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.