Whether it be regulatory change, technical updates or best practice for running your business.
Our chance to share with you great speakers and interesting content plus your opportunity to meet us and share your feedback.
We’re supporting the Paraplanners Assembly with a series of webinars covering PROD, CIPs, CRPs and more…
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.
Stay up to date on service changes and platform improvements with our latest Bulletins.
Details of platform downtime, platform improvements, rebranding from Ascentric to M&G, terms and conditions changes as well as the addition of a Trusts and Inheritance Tax Modeller tool to the platform.
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.
Introducing our new adviser feedback survey, and how to use the Wrap Charges Calculator to manually include assets.
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.