We’ve rebranded the platform!

Find out more about what this means

Why might your financial adviser recommend us?

Whether you’re planning for your children’s future, building up your pension pot or simply saving for a rainy day.
 

Simple pricing

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.

Investments

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.
 

London Stock Exchange

We’re a member of the London Stock Exchange which can help you get the best deal when you’re buying and selling shares.

 

We're part of M&G plc

A leading savings and investment company with a long-term outlook.

How we look after your cash

Your money is protected by the Financial Services Compensation Scheme (FSCS)

Your account

 

From set-up to statements here are a few useful bits of information about your account.

Log in

 

Getting set-up

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.

Activate your account

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.

 

Log in details

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.

 

Reset your details online

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.

Your statements

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.

It’s important to be vigilant

 

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.

How to spot a scam

Some useful tips on what to look out for and how to protect yourself.

ScamSmart

The Financial Conduct Authority has produced useful information to help you spot potential scams.

MoneyHelper's Guide to Scams

More impartial guidance backed by government and Money & Pension Service

Contact us
 

Phone

0345 076 6140

(Office hours are Monday to Friday 8:30am-5:30pm)

Complaints

Visit our complaints page for details on making a complaint.

Key reading

Platform guide

Platform guide – Essential information for a client considering investing through the M&G Wealth Platform.

Platform charges

Platform Charges – This sets out the charges that you will pay when you invest through the M&G Wealth Platform.

Platform Terms

Platform Terms – This provides you with a summary of important information you need to know before you invest through the M&G Wealth Platform.

Client Privacy Policy

Client Privacy Policy – 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. The M&G Wealth Platform is provided by Investment Funds Direct Limited.

Order Execution Policy

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

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.

 

 

Sustainability: Our position

Governance Advisory Arrangement (GAA) Chair’s Annual Report for legacy workplace pensions

This report is provided as a value assessment for legacy workplace pension plans held on the platform. The report, Terms of Reference, and contact details can be found here.

Complaints data

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 July to 31 December 2021.