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
Leverage the investment expertise that powers a range of solutions to support your client's needs and long-term financial goals
PruFund 20 Anniversary
This year marks 20 years since the original PruFund was launched. Watch the timeline video to see how PruFund has delivered for clients. Keeping it smooth since 2004.
Long-term investment solutions
Long-term investing is climbing the charts. See the wide range of investment solutions for different clients’ needs. Helping you support clients committing to the long-term.
Award winning technical support for Financial Professionals
Techy Thursday
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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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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
Lump Sum Allowance/ Lump Sum Death Benefit Allowance Modeller
You'll be able to access the allowances your clients will be using up when decumulating, as well as the tax-free lump sum remaining on death.
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)
Last Updated: 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.
Last Updated: 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.
Last Updated: 6 Apr 24 7 min watch
Upcoming Events
Everything you need to know about the Annual Allowance from the M&G Wealth Technical team
19 Sep 24 1 min read
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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