M&G - Help Clients Bring Their ISAs Together - Easily
23 February 2026
The Prudential ISA makes consolidation simpler, helping you:
- Reduce ongoing admin with a clear, digitally enabled transfer journey
- Spend less time on paperwork and more time on valuable client conversations
- Help clients see and manage their savings in one place
See how it works in their short video >
If you’re supporting clients who want simplicity and control, the Prudential ISA could help you deliver both - efficiently.
For further resources and support, visit their website.
Your client’s current provider may charge them to transfer their ISA to us. During the time it takes to transfer, their money won’t be invested. So, they might miss out on any increase in its value, but they also won’t lose out if it decreases.
Please remember that the value of investments can go down as well as up, your client may not get back what they have paid in.
