Explore the full range of retirement planning and our range of investments, together with investment trust support with our estate planning
Consumer Duty
Our Consumer Duty hub provides you with access to value assessments for all of our open products along with supporting information.
Key Information Documents
Get access to category documents and fund documents for investment products
Our multi-asset investment expertise provides a broad diversification of solutions to support your client needs.
Our investment expertise
Explore how our long term investment strategy team manage our multi-asset investment capabilities.
Fund reporting tool
Retrieve performance, factsheets and detailed information across the range of funds available.
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We champion great quality financial planning and advice. No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning.
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Are bonds the answer in the current tax landscape?
Consider whether insurance bonds are the answer to achieving higher returns for individuals. Event date: 16th May 2024
Inform your professional advice with our range of tools and calculators and explore options and uncover issues that could affect your clients – from tax to returns and more.
LTA Transitional Tax Free Amount
Find out if your clients could benefit from a Transitional Tax Free Amount Certificate
Retirement Modeller
The Retirement Modeller shows how the Retirement Account and investments within it can be used for your clients.
Calculators
People who have crystallised benefits under the pre April 2024 Lifetime Allowance regime will have their standard post April 2024 Lump Sum Allowance and Lump Sum and Death Benefit Allowance reduced under transitional rules.
Pensions
Explore Transitional Tax Free Amount Certificates, introduced with LTA abolition, allowing individuals to have higher tax free allowances than under the standard transitional rules with M&G Wealth Adviser: Transitional Tax Free Amount Certificates (TTFAC)
6 Apr 24 10 min read
Investments & Taxation
Discover key information about the taxation regime for UK Investment Bonds on M&G Wealth Adviser. Chargeable events, part surrenders, policy loans and more.
6 Apr 24 36 min read
Watch this short video from M&G Wealth Adviser to understand why you should be putting your cash into an ISA and what to do if you don't have cash in the bank.
6 Apr 24 7 min watch
Use the Annual Allowance calculator from M&G Wealth to find out how Annual Allowance could impact your clients, as well as the amount of unused allowance.
Use the Tax Relief modeller on the M&G Wealth website to understand how pension contributions could impact your clients' tax position.
Our Technical and Investment experts are on hand to help out. Submit your details and your question and one of your Account Managers will be in touch.
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