Against a backdrop of low interest rates, rising inflation and market uncertainty there are some tough decisions to be made when it comes to reviewing ISA investments.
The Prudential ISA, with improved online functionality and access to the PruFund range of funds may be the solution to this dilemma.
And while no equity type investment is immune from severe market volatility, the PruFund’s range of funds which invest in Prudential's With-Profits fund, are designed to spread risk through a unique smoothing process. This may help protect your clients from some of the short-term ups and downs of market fluctuations.
Find out more about how these funds have performed. Past performance is not a reliable guide to future returns. Your clients may get back less than has been paid in.
Helping you make the most of your client conversations
Take a closer look at Prudential’s dedicated microsite which has all the information you need to assist with your client conversations.
You can also take a look for yourself to see how easy it is to do ISA business with Prudential, view their demo.
The value of investments are not guaranteed and can go down as well as up and investors may not get back the full amount of their original investment.
Support for client tax planning
Prudential’s Technical Managers have identified the types of client and the opportunities to explore in the run up to the end of tax year. To help you maximise these opportunities, Prudential can provide you with a number of support items for relevant product areas. View here>>