Prudential - Retirement Account & onshore bond bulk valuations added for intelliflo users
14 May 2021
This follows the launch of bulk valuations for Trustee Investment Plan through the intelliflo app.
How do I get access?
If you’ve not already got access, your company’s intelliflo office system administrator will need to download the 'Prudential Bulk Valuation' app from the intelliflo store to provide access to you.
What plans will be available?
Through the intelliflo app you’ll be able to obtain bulk valuations for clients with the following plans:
- Retirement Account
- Trustee Investment Plan
- Prudence Bond
- Prudence Managed Investment Bond
- Prudence Distribution Bond
- Prudence Prospects Bond
- Flexible Investment Plan
- Prudential Investment Plan
- PruFund Investment Plan
Valuations for the above listed plans will be provided at ‘subaccount level’. Policies that are set-up at ‘wrap account level’ will not show.
Your company’s intelliflo office system administrator can update your account to show ‘subaccount level’. If any user is needing support please refer them to the intelliflo helpdesk.
If you’d like any more information on this please get in touch with your Prudential Account Manager.
