PruFund is one of the UK’s most established fund ranges, trusted by advisers and clients for over 20 years. Now you can access PruFund through Scottish Widows Platform, offering you a seamless way to incorporate the fund in clients’ portfolios.
Our modern digital platform is built around the way advisers work. It offers an intuitive experience that helps you run investment portfolios simply and efficiently, combining your investment expertise with our technology and reporting to support better outcomes for your clients.
Integrated fund research and client reporting support clear valuations and performance reporting, making it easier to review client portfolios and have better client conversations.
Smart intuitive digital journeys designed to easily blend investment solutions and streamline your day to day business. With straight-through, paperless journeys, you can spend less time on administration and more time with clients.
Our platform integrates with major back office systems, financial planning tools and suitability software, helping deliver faster processing, greater accuracy and improved productivity.
PruFund is a range of multi-asset funds built around a unique smoothing mechanism – designed to reduce the impact of short-term market volatility and give clients greater confidence in their long-term financial plans.
Now you can access it directly through Scottish Widows Platform. If you already incorporate PruFunds in client portfolios, you’ll find the range we offer operates in the same way as the solutions you currently use, with the same core features and smoothing mechanism.
Designed to help clients stay invested through uncertainty by aiming to deliver a steady and stable growth potential.
A smoothing mechanism that can help to protect investments from the impact of short-term market volatility, giving clients a more stable investment journey.
Diversified across a broad set of global asset classes and actively managed to respond to economic and market developments with over 20 years navigating multiple market cycles.
Ross Easton, Head of Platform Propositions, explains what this means for advisers, from more choice for clients taking retirement income to straightforward, digital journeys that make managing portfolios that bit simpler.
Hi, I’m Ross Easton, I’m Head of Platform Propositions at Scottish Widows.
I’m delighted today to be able to announce that we’ve gone live with PruFund on the Scottish Widows Platform.
PruFund plays an important role in terms of reducing and managing volatility for clients who are taking retirement income.
You can blend PruFund with other solutions on the platform to create hybrid solutions to deliver better outcomes for clients.
And advisers who want to use PruFund for clients can do it in a totally paper free way, digitally at the touch of a button on our platform.
I’m delighted to have collaborated with our colleagues at M&G on this development, and I think this development goes a long way towards demonstrating the ongoing investment and commitment that Scottish Widows has to delivering expanded choice and solutions for advisers and their clients.
If you’d like to know more, please visit our website or speak to your local representative.
A range of five globally diversified, multi-asset funds* offering a choice of risk and return to let you choose the right option for your clients.
* PruFund series P
A range of five globally diversified, multi-asset funds* offering a choice of risk and return to let you choose the right option for your clients.
* PruFund series P
For more information, including fund factsheets, key investor information and investment guides, visit M&G Investments website.
Access a broad range of investment options on Scottish Widows Platform to support a centralised investment proposition, from multi asset funds and discretionary managed portfolios to adviser built model solutions.
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PruFund is ready to access now. Log in to add it to your clients’ portfolios.