M&G Wealth Platform

Log in securely to view your portfolio, check your investments, and access important documents whenever you need them.

This guide explains how to register for secure emails and activate your online account, so you can safely view and manage your investments on the M&G Wealth Platform.

This guide shows you how to use the M&G Wealth Platform, including how to view your portfolio, access documents, check valuations and keep your account secure.

The Client Brochure gives you an introduction to the M&G Wealth Platform—who we are, what we offer, and how we support your investment journey. It’s the document you would have seen before opening your account, helping you understand the basics before exploring the detail in the Platform Guide.

The Platform Guide gives you a detailed look at how the M&G Wealth Platform works. While the Client Brochure introduces who we are and what we offer, this guide supports both your decision to invest and your ongoing use of the platform.

This handy one-pager helps you quickly understand what an investment platform is, what it offers, and what it costs. It’s designed to give you a clear, simple overview without needing to read detailed documents.

This document sets out the full terms and conditions for using the M&G Wealth Platform. It explains how your accounts are managed, your responsibilities, and what you can expect from us.

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.

The SIPP Key Features document covers the benefits, contribution rules and investment flexibility of our Self-Invested Personal Pension, the M&G Wealth Pension Account.

The ISA Factsheet covers the tax benefits, eligibility and subscription rules for our Individual Savings Account, helping clients invest tax-free within annual limits.

The Junior ISA Factsheet covers the structure, eligibility and tax advantages of our Junior Individual Savings Account, a long-term savings option for children under 18.

The GIA Factsheet covers the key features, tax points and flexible investment options for our General Investment Account, a non-tax-wrapped product with no contribution limits and broad asset access.

This guide helps you manage a loved one’s investments after death, covering claims, pensions, ISAs, identity checks and support, with clear and compassionate guidance even if you are unfamiliar with financial matters.

The Expression of Wish form lets you indicate who you’d like to receive your pension benefits if you die. It’s important to keep it up to date, especially when your personal circumstances change, to ensure your wishes are clearly understood.

Explains how we and your adviser place and manage trades for you, aiming for the best results whenever you buy or sell investments through the platform.

This details how we will use your personal data on our platform, and how we keep it safe. It also sets out your rights in relation to your personal data we hold, and how to contact us if you have any questions or comments.