Technical hub

Guides and articles to support everyday planning scenarios

This hub brings together guides and articles from the M&G Wealth Platform technical team to support your day‑to‑day work as a financial adviser. It’s a place to dip in and out of content, whether you’re refreshing your knowledge or checking a specific point linked to a planning scenario.

Adviser Toolkit

Our adviser toolkit includes practical guides and refreshers covering commonly encountered planning topics. These resources are designed to help you revisit familiar areas and sense‑check details when you need a quick reminder.

Refresher: Pensions and Divorce

A reminder of key options, terminology and considerations you may encounter in pension divorce cases.

Refresher: Onshore vs Offshore Bonds

A side‑by‑side technical refresher outlining the differences between onshore and offshore bonds.

GIA Express Trusts Guide

Guidance on administering GIAs for Express Trusts on the M&G Wealth Platform, including eligibility, setup requirements and key account considerations.

Offshore Reporting Funds Technical Guide

An overview of the UK offshore funds reporting regime, including reporting versus non‑reporting funds and the tax treatment of income and gains.

Technical Articles

Our technical articles explore current topics, regulatory developments and practical planning considerations.

Where to go next?

You can also access a range of additional resources and information to support your work with us.

Consumer Duty hub

Articles and guides alongside our value assessments and target market documents to support Consumer Duty considerations in practice.

Service and support

Step‑by‑step guides and supporting documents covering day‑to‑day servicing and platform processes.

Tools

Platform users can access a range of practical tools and calculators, including salary sacrifice, annual allowance and tax modelling tools. Explore the full range when logged into the Platform via the Tools Hub.