M&G - One ISA. More confident decisions
That’s where smoothing can play an important role. Using PruFund within the Prudential ISA can help you:
- Smooth the impact of short term market volatility
- Reduce the likelihood of emotionally driven decisions
- Support more consistent, long term retirement planning
Explore the whitepaper
If you’re reviewing consolidated ISA assets with clients nearing retirement, smoothing within the Prudential ISA can help you support calmer, more confident conversations.
For further resources and support, visit our 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.
