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For UK financial advisers only, not approved for use by retail customers. Click here for the customer website, pruadviser. PruAdviser online services will be unavailable from on Saturday 24 February until on Sunday 25 February for pruadviser website maintenance.

Prudential must compensate a customer whose transfer value was significantly reduced after a meeting with an in-house adviser. He met with a Prudential adviser, who recommended he transfer into a different Prudential pension plan that would give him flexible access to his income. The report also said the transfer value quoted in March could be higher or lower than expected and illustrations noted the quoted pension value could change. Prudential told the FOS that it took into account the expected reduction in rates that would take effect from 1 April that year. But he only did so for the purpose of showing Mr L the guaranteed basic annuity he would lose if transferring away from his policy.

Pruadviser

For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website. PruAdviser online services will be unavailable from on Saturday 24 February until on Sunday 25 February for essential website maintenance. We apologise for any inconvenience caused. Unlock now. View all Latest News. Explore the cost of living hub here. Prudential Distribution Limited is registered in Scotland. Registered number SC Authorised and regulated by the Financial Conduct Authority. 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. Products Retirement planning. Estate planning. Related content.

As noted above, Mr L only became aware of the actual transfer value when receiving details of the policy that had been set pruadviser.

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For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website. PruAdviser online services will be unavailable from on Saturday 16 March until on Sunday 17 March for essential website maintenance. We apologise for any inconvenience caused. Read it now. View all Latest News. Explore the cost of living hub here. Prudential Distribution Limited is registered in Scotland.

Pruadviser

For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website. PruAdviser online services will be unavailable from on Saturday 16 March until on Sunday 17 March for essential website maintenance. We apologise for any inconvenience caused. To help you find the best contact details, select the product that you'd like help with from the list below. If you are calling the adviser service centre, please make sure you have the following client information to hand:. Pick the product you'd like help with from the list below and get straight to the contact information that's right for you. Our online service makes it easy to manage your clients' policies at a time that suits you.

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Evan Owen 24th April at pm. Search Search Submit Close Search. Register here. Client Brochures. Discover more. Funds Funds. Model Portfolio Service. Comments There are 7 comments at the moment, we would love to hear your opinion too. In this case what was revealing is how FOS adjudicated, a recognition that no actual loss had occurred but ordered compensation anyway. Sales Aids. The important point is being missed here, Why is a In House Tied Agent recommending the transfer In-House in the first place, when the client is not looking to take his benefits at the same time. He met with a Prudential adviser, who recommended he transfer into a different Prudential pension plan that would give him flexible access to his income.

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Related content. Fixed-term annuity provider Primetime Retirement has hired Russell Warwick, who helped create…. The report also said the transfer value quoted in March could be higher or lower than expected and illustrations noted the quoted pension value could change. Evan Owen 24th April at pm. Quick links. Please select which newsletters you would like to receive:. Perhaps Pruy shoudl ahev offered something i. By Mike Riddell The moves in gilts in August were truly exceptional. Find out more about the PruFund range and the latest support materials available. Adviser Country. Check out our exciting new events. Investment Expertise. We understand how these changes may disappoint customers and have introduced a day guarantee for pension transfer quotes. Login by product.