Managing your investment


Managing your existing investment with M&G

We believe that it makes sense to regularly review your portfolio to make sure your investments are in the best shape to help keep your long-term financial goals on track.

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Make an investment

You can make a new investment with M&G or top up with a one-off lump sum by phone or by post.

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Consider the risk

Whenever you make a decision – in everyday life or in investment – you face an element of risk. But if you understand the risks, you can begin to manage and minimise them. 

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Manage your M&G investments online

We believe that it makes sense to regularly review your portfolio to make sure your investments are in the best shape to help keep your long-term financial goals on track. As your personal circumstances change, so should your investments.

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Online valuations

My Account is the easy way to access online valuations on your M&G investments anytime, day or night.

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Transfer your ISA or Junior ISA to M&G

You can transfer an existing ISA or Junior ISA to M&G from your current provider whenever you like.

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Switch between M&G products and funds

Switching between our products and funds is easy and can be far cheaper than starting a new investment.

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Withdrawing your M&G funds and products

If you are looking to withdraw your investment with M&G there are several options available to you.

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Get Financial Advice

If you’re looking to invest, buy a financial product or plan for the longer term, whether or not you need financial advice will depend on a number of factors such as what product(s) you are looking for, your personal and financial circumstances and your goals.

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Contact the team

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