Prudential ISA Mobile vs Gallagher Guide

From the Home screen you'll be able to see an up-to-date valuation of your ISA, a breakdown of your holdings and your remaining ISA allowance in the current tax year. From here you'll also be able to access; Graphical view of your holdings View current and historic performance and valuations. Transactions View recent and historic transactions on your ISA. Documents View your documents, such as statements and contract notes. My details View the details we hold for you. Contact details View the details of your Financial Adviser, if you have one, and how to contact us if you need to. To use this app, you'll have to be an existing Prudential ISA investor and you must have completed registration for the Prudential ISA Online Services. If you’ve not yet registered for the Prudential ISA Online Services, you can do so by; - accessing the Register option from the login screen of the mobile app once you've downloaded it - ask your Financial Adviser to invite you to register If you don’t have a Prudential ISA, you will need to use the services of a Financial Adviser to set one up. The Mobile app allows you to view your ISA on the go. Our desktop site also allows you to view your Prudential ISA as well as carry out certain transactions yourself, such as adding money to or withdrawing money from your Prudential ISA. We strongly recommend you speak to your / a Financial Adviser before carrying out any online transactions yourself. You can access our desktop site at https://pruisa.waystone.com/auth/login. The Prudential ISA is provided by Waystone Financial Investments Limited (WFIL), who are the ISA Plan Manager. Waystone Financial Investments Limited is responsible for all regulatory and legal aspects of the ISA and the provision of all customer services. Waystone Financial Investments Limited also provide and maintain this mobile app. Waystone Financial Investments Limited (WFIL) is authorised and regulated by the Financial Conduct Authority. Registered Office: 3rd Floor Central Square, 29 Wellington Street, Leeds, United Kingdom, LS1 4DL. Telephone 0344 335 8936. Calls may be monitored and/or recorded to protect both you and us and help with or training. Registered in England and Wales with registered no. 02823982 For full details of the Prudential ISA, the products involved, product literature and applicable risks visit https://www.fundsolutions.net/investor-information/waystone-financial-investments-limited-wfi-policies-and-information/ If you need any support with the app contact us on 0344 335 8936 or email prudential@waystone.com. Opening Times: Monday to Friday 08:30 – 17:30 excluding bank holidays.

The Gallagher Guide – Pensions app* provides a simple, convenient one stop shop designed to support members all the way from employer onboarding to retirement. What can I do within the app? - Login easily and securely using biometric security features - View and update your contact details - View information about your active or deferred defined benefit (DB) pension - Run instant benefit quotations (subject to availability**) - View and monitor the current value of your DC pension - Track historic DC fund performances - Update your expression of wish - Raise new queries and track its progress - Access pension payslips - Update your pension payment details How do I get started? To get started, you must be a member of a scheme administered by Gallagher. You can easily login using the same login details as our portal, entering the sponsoring employer name as the Client ID. Once logged in you can choose to enable biometric authentication for easy access in future. Need help? Our dedicated member experience team is on-hand to support with any questions. Simply call your scheme helpline for assistance. Additional Information *Provided by Arthur J Gallagher & Co (AJG) **The ability to run benefit quotations is dependent on your scheme rules and Trustee consent