Retirement advice, built around you

With M&G, you get advice that's:

Simple, transparent and commitment free
Open-minded and centred around your goals
Delivered by highly experienced financial advisers

How our advisers can support you

Retirement planning

Retirement isn’t just about pensions, it’s about shaping the future you want. Our advisers will build a personalised, easy‑to-understand, tax‑efficient plan designed around your goals.

Accessing your pension

You’ve got options when it comes to taking your pension and some will fit your life and goals better than others. Our advisers will guide you through the choices and recommend the approach that matches your needs.

Combining pensions

Got old pensions scattered from past jobs? Our advisers look at what you’ve got, explain the pros and cons, and help you decide whether combining them is the best choice for you or not.

Book a free chat with an adviser from M&G, complete the form below

The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right.

Your initial chat is completely free. There's no obligation to go forward with any of our recommendations. If you accept our recommendation, you will incur a cost. Your adviser will tell you more about the charge.

All fields are required unless otherwise indicated

An error occurred. Please try again.

Thank you! Your form has been submitted successfully.

/
/

Must be UK postcode, for example EC3M 5AG. We can only provide advice to UK residents.

For example, 07323232323

Please enter a valid email address, e.g. joe.bloggs@gmail.com

How we use your data

We will use your details to arrange a suitable date and time for an appointment with a Financial Adviser. You can access M&G Advice's latest Data Protection Notice to find out more. This gives further information about how and why we use your personal information (including any sensitive personal information), who we may share it with and your rights around your personal information. Alternatively, you can request a hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing BN15 8GB.

Please note that we collect personal information from you that is necessary for us to either provide you with the product or service you’ve requested or to comply with statutory or contractual requirements. Unfortunately if you don’t provide all of the information we require this may mean we are unable to provide our products and services to you.

As one of the biggest financial advice providers in the UK, we’ve built our reputation by working closely with customers like you to achieve their goals. That’s why over 94,000 customers have chosen to partner with us, trusting us to be by their side every step of the way.

5 reasons to meet with us

We’ll review your pension plan when we meet – and if you wish, any other savings, investments or pension plans you have. We’ll review this with your future needs in mind, so that you have a clear picture of all your finances.

 

We'll make recommendations based on your particular circumstances, designed for your needs, goals and the amount of risk you feel comfortable with and are able to take. We'll map out your financial needs and create a personal plan aimed at maximising your financial situation in the future.

So for example, we can identify areas where you could make your savings more tax efficient and let you know if you could get better returns by moving your money. And we can advise what action, if any, you should take.

 

In times of uncertainty, we believe that these things should be discussed with an adviser who really understands the ins and outs of the pension rules and how they might benefit you.

You can now talk to us by video meeting, giving you a flexible, safe and convenient way to meet whenever you want. Or if you’d prefer, we can simply chat over the phone – whatever suits you best.

Our advice doesn't need to be a one off. Should you choose to go ahead with any of our plans, we can also provide optional on-going advice to ensure they remain on track.

 

Of course, there's no obligation to go forward with any of our recommendations. If you accept our recommendation, you will incur a cost. Your adviser will tell you more about the charge.