This guide will show you how to set up the Prudential Valuation Integration
Pre-set up guidance
Before you enable the addon, you will need to complete the following steps:
Ensure an FCA number has been added to your Plannr site.
Ensure all Prudential policy numbers include required suffixes such as D01 or A01; incorrect or missing suffixes may prevent valuation data from being retrieved.
More information on how to do this can be found here
Email Prudential to set up Bulk Valuations on [email protected]
The following email is all the detail they require:
You should receive a response within 5 working days Ensure your plans have the appropriate policy numbers from Prudential, the policy numbers exactly match the formatting required by Prudential, including necessary suffixes like D01 or A01, as mismatches can lead to missing valuations.
Setting up the Addon
Once you have completed all the steps above, go to the Addon store from the Settings tab. From here, select Prudential Valuation Feed
On the next screen, you need to input your FCA number (that's stored against your Plannr site). Once that has been done, you can click Enable
Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon
Troubleshooting and Resolving Valuation Issues
Common Causes for Missing Prudential Valuations
Missing valuations for Prudential retirement plans are often due to errors in policy formatting. Most notably, Prudential policy numbers must include specific suffixes (e.g., D01 or A01). If these suffixes are absent or incorrectly formatted, Plannr’s valuation system cannot retrieve the associated information. Ensure policy details in your records exactly match Prudential’s records.
Bulk Correction of Policy Numbers
To correct Prudential policy numbers for multiple plans in bulk:
Obtain Updated Policy Details: Request accurate policy details, including all required suffixes, directly from Prudential.
Use the Import Tool: Update plans in bulk using Plannr’s import tool. Ensure the updated records reflect the accurate policy numbers from Prudential to align the systems.
Reconciling Data Between Prudential and Plannr
Follow these steps to ensure data consistency:
Request Policy List from Prudential: Obtain a complete list of policies and their associated details.
Export Records from Plannr: Use the Reports tool in Plannr to extract your current plan data.
Compare and Identify Discrepancies: Cross-check the two lists to find missing or mismatched details, focusing on the policy numbers and their suffixes.
Update Records: Use manual updates or Plannr’s bulk import tool to correct policy numbers. This step ensures all data is synchronized, and valuations appear correctly.
Checklist for Successful Valuation Integration
Verify all Prudential policy numbers include the required suffixes (e.g., D01/A01).
Use updated policy information from Prudential to correct errors in your Plannr records.
Use Plannr’s import tool for bulk updates to save time.
Regularly reconcile data between Prudential and Plannr using the Reports feature.