Platform in numbers

£16.6bn

in assets under administration

5 Star

Defaqto Rating

B

IFDL AKG Rating for financial strength

1,900

adviser firms supported

as at November 2024

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.

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Platform benefits

Click a benefit to discover more 

Family linked discounts

A family group, including spouses, civil partners, cohabitees, parents, children, grandparents, grandchildren and step relations may benefit from a discount on our platform charge.

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.

Retirement planning

Our broad investment choice and digitised processes mean you can deliver the right retirement plan for your clients, in a way that's efficient for you and your business.

Simple pricing

Our transparent 'all-in' pricing structure is designed to make it easier for you and your clients to understand without having to worry about additional costs racking up over time.

Working in partnership

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.

We offer access to a number of third party products, including Onshore Bonds, Offshore Bonds, SIPPs and SSASs.

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.

Contact us

Platform Customer Services

If you need help using the platform, want to update us on some details or have any general enquiries please get in touch. 

 

Tel: 0345 076 6140

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.