Your knowledge library

News & views

Whether it be regulatory change, technical updates or best practice for running your business.
 

Events

Our chance to share with you great speakers and interesting content plus your opportunity to meet us and share your feedback.

Paraplanners Assembly

We’re supporting the Paraplanners Assembly with a series of webinars covering PROD, CIPs, CRPs and more…

Technical & regulatory updates

We aim to summarise the big economic, technical and regulatory changes. Providing short guides and frequently asked questions to help keep you and your clients informed about the implications.
 

Technical Hub

Our technical hub - full of useful links and tools all in one place to keep things as simple as possible.

Regulatory Updates

Regular commentary and insights on industry and regulatory changes keeping you informed.

Service Bulletins

Stay up to date on service changes and platform improvements with our latest Bulletins.

March 2022

The M&G Wealth Platform has achieved a 5 Star Defaqto rating and M&G plc has published its full year results. We've also pulled together key dates and practical tips for tax year end and details on how to check unused ISA allowances. 

January 2022

Introducing our new adviser feedback survey, and how to use the Wrap Charges Calculator to manually include assets. 

November 2021

Technical Prudential planning tools available to you via the platform, new telephone system update, 2021 AKG Financial Strength Rating and a look into our rebrand to M&G Wealth.

October 2021

Changes to terms of business, privacy policies and firm application form