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Chadwick Financial Management / Independent Financial Advisers

01803 834440   discover@chadfinman.com

An Update for PruFund Customers




At Chadwicks we have many clients who use the PruFund as a way of investing. The PruFund has shown to have many benefits including:

 

  • Spreading the risk of your investment over a number of different types of investments such as cash, bonds, property and shares.
  • Pooling money from all investors – which means greater buying power and gives you exposure to investments you potentially couldn’t access as an individual.
  • Aiming to smooth some of the extreme short-term ups and downs of the markets.
  • Investing in Prudential’s With-Profits fund, which is the largest With-Profits fund in the UK.

 
Below is a short video to help explain how the PruFund works:
 


 

Following the impact of the Covid-19 Pandemic, The Pru have issued an update on what they are doing with the Pru Fund to assist their investors in this difficult time. This has been developed into a video and can be viewed below:

 


 

If you are one of our clients who are part of the PruFund or are considering investing into a similar fund then please give us a call on 0800 833 389 or email us at discover@chadfinman.com so we can discuss your individual circumstances.

 

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.

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Chadwick Financial Management is a trading style of Yorke Finance Ltd, which is authorised & regulated by the Financial Conduct Authority 756100

Company registered in England and Wales no. 06005593

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY LOANS SECURED ON YOUR PROPERTY. A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN, WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE. PENSIONS ARE NOT NORMALLY ACCESSIBLE UNTIL AGE 55. YOUR PENSION INCOME COULD ALSO BE AFFECTED BY INTEREST RATES AT THE TIME YOU TAKE YOUR BENEFITS. THE TAX IMPLICATIONS OF PENSION WITHDRAWALS WILL BE BASED ON YOUR INDIVIDUAL CIRCUMSTANCES, TAX LEGISLATION AND REGULATION, WHICH ARE SUBJECT TO CHANGE IN THE FUTURE. THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.

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