One charge for using the M&G Wealth Platform to help you plan. Our pricing is simple and transparent so you can understand exactly what you’re paying for.
Access to a wide range of investments and tax wrappers including (ISAs, Self-invested Personal Pensions, General Investment Accounts and more) allowing your adviser to find an investment solution to suit you.
We’re a member of the London Stock Exchange which can help you get the best deal when you’re buying and selling shares.
A leading savings and investment company with a long-term outlook.
Your money is protected by the Financial Services Compensation Scheme (FSCS)
From set-up to statements here are a few useful bits of information about your account.
The M&G Wealth Platform is specifically for Financial Advisers and their clients. If you're not an existing customer please speak to your Financial Adviser who can take you through getting set up.
If you don't have a Financial Adviser, unbiased.co.uk could help you find one in your area.
Once your Financial Adviser has arranged for you to be set-up you'll receive a welcome email from us. You'll need to activate your platform account by logging in and following the steps on screen.
If you don’t know your username or password, you can reset them on the platform, without needing to call us. Just go to 'Forgotten your login details?' on the login screen and select whether you’ve forgotten your username or password.
If we’ve got a unique email address on file for you, we’ll send you an email with either the reminder of your username, or the link to reset your password.
When you’ve logged in, select the correspondence icon in the top right hand corner to find your statement and any other correspondence.
To request a paper statement or alternative format like Braille or large print please call us on 0345 076 6140. We’ll ask you some security questions before updating your preferences.
When you log into the platform you’ll need your username and password.
Your username is the same as your client number. It’s a unique number that usually starts with a ‘1’. It was sent to you during registration.
If you need more help spotting a scam generally or on your investments and pension here are some useful pages to point you in the right direction.
Some useful tips on what to look out for and how to protect yourself.
The Financial Conduct Authority has produced useful information to help you spot potential scams.
More impartial guidance backed by government and Money & Pension Service
Platform guide – Essential information for a client considering investing through the M&G Wealth Platform.
Platform Terms – This provides you with a summary of important information you need to know before you invest through the M&G Wealth Platform.
Platform Charges – This sets out the charges that you will pay when you invest through the M&G Wealth Platform.
Members of the UK Platform Group have developed a factsheet to help consumers compare platform charges – the factsheet outlines the types of charges imposed by platforms and the different labels that are used across the industry to describe such charges.
If you have any questions about this, please speak to your financial adviser.
Order Execution Policy – The Order Execution Policy details M&G Wealth Platform’s approach to Best Execution in making sure we get the best possible results for clients. The M&G Wealth Platform is provided by Investment Funds Direct Limited.
Pillar 3 Disclosure – This sets out disclosures on capital and risk management for Investment Funds Direct Limited, in line with regulator requirements. The M&G Wealth Platform is provided by Investment Funds Direct Limited.
Occasionally we don't get things right and our service falls short of the high standards our customers are entitled to, which results in them making a complaint.
View our complaints data to see how many complaints we received and closed from 1 January to 30 June 2022.
This report is provided as a value assessment for legacy workplace pensions held on the platform. The report and other key pieces of information, including a costs and charges comparison, can be found here.