General 

How can I change my address?

To update your address in our records, you can call our Customer Relations team or complete a Change of personal details form and return it to us.

We are also able to accept a letter, provided it includes:

  • Your name
  • Your client reference
  • Your new address
  • Your signature

If you have changed your name or address in the 30 days prior to sending this request, please call our Customer Relations team to confirm whether there will be any further requirements.

How can I find out how my fund is performing?

Latest performance can be found by visiting our fund center here, selecting the fund and viewing the performance section.

How can I register a Power of Attorney on my account?

In order to register a Power of Attorney, we need to receive either the original legal document or an appropriately certified copy. If the Power of Attorney has been registered with the Court of Protection, the document must be stamped by either the Office of the Public Guardian or the Court of Protection.

Alternatively for Lasting Power of Attorney registered on or after 1 September 2019 you can provide us in writing or by phone with an access code to view the document online. Further details on how to utilise this service can be found on the government website: www.gov.uk/use-lasting-power-of-attorney.

For information on our requirements around certified copies, including who can certify them or to provide an access code, please call our Customer Relations team. Original documents will be returned by Recorded Delivery.

How do I change my bank details?

If you have an existing Direct Debit, you can update your bank details by sending us a completed Direct Debit/Additional Contribution form. We must receive the new bank details at least ten working days prior to the Direct Debit collection date for it to take effect at the next collection.

If you wish to change the bank account that your distribution payments are transferred to, please send us a completed Request for income payments by direct credit form.

How do I change the name on my account?

To reflect your change of name in our records, we need to receive a completed Change of personal details form accompanied by the appropriate legal document(s), according to the reason for your name change.

The Change of personal details form lists commonly accepted documents, or you can contact our Customer Relations team to confirm what other documentation may be acceptable.

Original documents will be returned by Recorded Delivery.

How do I get a valuation of my investment?

You can call our Customer Relations team for an up-to-date valuation of your investment, or alternatively you can mail a written valuation request to the address below:

M&G Customer Relations
PO Box 9039
Chelmsford
CM99 2XG

You can also register online for our My Account service at www.myaccount.mandg.com where you can view your account valuation and transaction history at your convenience.

I want to receive regular information from M&G on markets and funds – is this possible?

You can choose to receive the annual and interim fund reports (approximately six months apart) for each fund you invest in. You will also receive a statement of accounts for your M&G investments every six months.

What is this year’s annual ISA limit?

For the 2021/2022 tax year the ISA allowance is £20,000. You can choose to invest all or part of this allowance. You can choose to invest as little or as much of this allowance in cash, stocks and shares, an Innovative Finance ISA, a Lifetime ISA† or a combination, depending on your individual investment objectives. Please refer to our tax-efficient investing page for more information on The M&G ISA.

Please note that The M&G ISA is a stocks and shares ISA and due to our focus on long-term investing The M&G ISA is not a Flexible ISA.

† Since April 2017, 18-40 year olds have been able to open a Lifetime ISA and pay in up to £4,000 each tax year. They will be able to continue making contributions up to the age of 50. The government will add a 25% bonus to all contributions to a Lifetime ISA within the limits. However, it is important to note that the Lifetime ISA will count towards your annual ISA allowance.

What is this year’s annual Junior ISA limit?

For the 2021/2022 tax year the investment limit for a Junior ISA is £9,000. One cash and one stocks and shares Junior ISA can be held at a time. Please refer to our tax-efficient investing page for more information on The M&G Junior ISA.

Where can I find the latest prices for my M&G fund(s)?

Latest prices for M&G funds can be found on our prices page.