Managing your investment

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.

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

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. 

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.

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

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

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

This can simply be done via My Account, phone or by post.

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

This can easily be done via My Account, phone or by post.

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.