Prudential offers financial planning to Cambridge Building Society members

Has 13 branches

Jenna Towler
clock • 1 min read

Members of the Cambridge Building Society can now access financial advice from Prudential Financial Panning.

The building society, which has 13 branches and 130,000 members, said its mortgage customers would be able to access financial planning and adviser services from Prudential.  The financial planning arm of the insurer will advice clients on protection. It added investment, pension and retirement planning would also be available on request.  The service will be primarily telephone-based while face-to-face meetings will be arranged when required. Cambridge Building Society chief operating officer Andy Lucas said: "Prudential Financial Planning places customers at the heart of how they...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Protection

Protection advisers under 30 report worries about AI use in claims

Protection advisers under 30 report worries about AI use in claims

More concerned about AI used in claims than underwriting

Jaskeet Briah
clock 30 March 2026 • 2 min read
Where next for protection underwriting and customer service?

Where next for protection underwriting and customer service?

Vital that clients are kept informed

Naomi Greatorex
clock 25 March 2026 • 3 min read
What the protection market study findings mean for advisers

What the protection market study findings mean for advisers

'There are some issues the FCA would like to tackle'

Sandy McGregor
clock 17 March 2026 • 5 min read