Adviser
MGI_754 - 103 - Pru 2026 ISA Campaign [16x9]
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Are your clients looking for a smart, confident way to save for the future? Introducing the Prudential ISA, the simple solution for consolidating savings into a single stocks and shares ISA, making it easy to keep track of their investments. Help give your clients the confidence to move out of cash into investing by reducing exposure to market volatility, benefit from market smoothing, and gain clarity as they plan for retirement. Access to the Prue Fund range could be just what they need. The Prudential ISA is ideal for clients in the accumulation and decumulation stages, especially those who are hesitant about moving from cash ISAs to investing. The Prudential ISA offers access to our range of seven risk-rated multi-asset funds, which provide global diversification and our unique smoothing mechanism, giving your clients confidence in knowing they'll have reduced exposure to short-term market changes. Plus, there's access to the multi-asset risk -managed active and passive OEIC fund ranges. Clients can start investing from just £50 a month or with a £500 lump sum. They can also transfer in existing ISAs, ensuring the Prudential ISA fits their needs at every stage of their financial journey, while making it easier for you and your clients to manage their money in one home. The Prudential ISA offers a fully digital transfer journey for any seeding scheme that supports electronic transfers, provided it is accepted by the existing ISA manager, with full and partial electronic transfers supported from cash ISAs and full transfers from stocks and shares ISAs. The ISA application process is quick, simple and straight-through processing enabled, and you'll be kept informed of progress through the transfer tracking information on the online service. As a digital ISA, your clients will be able to keep up-to-date with their ISA valuation and access their documents when they register for online access. And they can also keep up-to-date on the go by downloading the Prudential ISA mobile app from the iOS App Store and Google Play Store. And don't forget the tax benefits of an ISA wrapper. No income tax or capital gains tax on growth, plus fund-sized discounts to charges payable on Prudential ISA fund holdings that benefit both you and your clients. Speak to your account manager today to find out how you can help your clients invest with confidence, now and for the future.