Plan good retirement outcomes quickly and easily

Retirement planning with M&G Wealth Platform

M&G Wealth Platform

The M&G Wealth Platform supports your investment proposition,
with the breadth and flexibility to meet your clients' needs as they
adapt and change.

Request a demo

Technical summary

Family linking

Spouses / civil partners, children, parents, grandparents and grandchildren's portfolio values can be consolidated to calculate the group annual platform charge, with charges applied proportionately.

Model portfolios

Build and manage a range of model portfolios. From Model Portfolio Service funds, advisory and full discretionary from advisers or DFMs.

White labelling

Supporting your brand and proposition along with a range of services and features to provide a smooth, consistent and rewarding client experience.

Cash management

Manage cash in the way that works best for you and your clients. Set aside cash, protect cash from rebalances or use a cash account.

Third party integrations

We integrate with specialist partners to help keep your business efficient and connected while delivering tools and functionality to give clients a great investment planning experience.


Access to full audit trail for each client account as well as a comprehensive Management Information (MI) reporting suite.

DFM access

We host over 100 DFMs on our platform, ranging from the big brands to specialist boutiques. If your preferred DFM isn't available, talk to us and we'll look to include it subject to agreement with them.

In-house dealing

We’re one of the few platforms with its own in-house exchange dealing desk. As a member of the London Stock Exchange, we can deal intraday so aren't limited to once a day bulk trades.

Discover the platform

New business application
Trading and model portfolios
Top-ups and money out

Platform in numbers

Pricing & charges

One platform price, no additional charges; no SIPP fees, no drawdown fees, no model portfolio fees and no exit fees. The single charge is based on the value of investments and cash in the portfolio and includes any taxes that may apply.


Up to and including £1m*


From £1m up to and including £3m


From £3m up to and including £5m*

Want to hear more from us?

Sign up to our newsletter to find out more about how we support you in growing your business and your clients wealth, including new functionality, operational enhancements and industry updates.

Sign up now

Contact us

Sales Team

If you'd like to know more about how M&G Wealth can support your business, our experienced staff are here to help.

Platform Customer Services

Please get in touch if you need help with the platform or have any questions.