Build your retirement proposition to help your clients meet their goals
Our broad investment choice and digitised processes mean you can deliver the right retirement plan for your clients, in a way that's efficient for you and your business.
- Digital SIPP
- Illustrate and apply
- Investment options
- Better experience
More flexibility
Our fully digital SIPP includes automated drip-feed drawdown, monthly or yearly. And for regular pension income, you can choose any payment date between 1st and 28th, monthly, quarterly, half-yearly or yearly. Helping you to build your clients’ trust and your business by creating the right retirement for them without any extra workload or complexity.
From seamless straight through processing, to our new fully digital SIPP, you have everything you need to add even more value to your business, and enhance your clients’ experience
A reminder of our digital SIPP
Watch our video to find out more about the digital SIPP new business journey
Faster applications
Our Illustrate and Apply functionality seamlessly integrates our SIPP Illustration tool with our SIPP application tool. And straight through processing means the application is quicker and you can track progress in real time, as well as receive automated status updates.
Instead of keying information multiple times, in most cases you'll now key in just once to create an illustration that contains both the Key Features Illustration and the MiFID Costs and Charges.
The illustration is available to you online and is attached to the application your client receives through Docusign. So, when your client is ready to go ahead, they'll have everything they need, making the process smoother and more efficient.
Investment range
Include any of our wide range of assets available to new business customers. So every illustration can be completely client-specific.
Model portfolios
Simply click on your chosen model portfolio and the illustration will be populated with all the underlying assets instantly.
Integrated regulatory illustration
Integrate both COBs and MiFID disclosures in one simple new style colour illustration - improving your client's experience and reducing the amount of documentation they receive.
Diverse investment options
M&G Wealth Platform houses a class-leading range of investment choices, meaning you can support your clients in meeting their personal retirement goals.
We offer a range of choices to support any growth strategy from one-stop multi-asset funds to theme-specific funds. You also have access to our MPS (model portfolio service) and DFMs (discretionary fund managers) to navigate markets and manage risk levels as wealth grows as retirement approaches allowing you to take full advantage of our entire range of products and services.
Your experience
We continue to invest in our technology, service, tools and features to keep on giving you and your clients the best platform experience. That means less time spent on admin and more time for you and your clients to do what matters.
Faster transfers
We’ve waved goodbye to manual processing of transfer requests and rolled out synchronised transfer data capture, meaning transfers can proceed up to five days faster.
Easy processes
Bright and simple illustrations, online customer signatures through our integrated DocuSign facility plus more choice and certainty on income payments.
Less paperwork
Apart from a few instances, our new business application is all done directly online so you have absolutely no paperwork. And with DocuSign, nor does your client. It all helps towards reducing environmental impact.
Further support
Your proposition
Find out more about how the M&G Wealth Platform is here to support you in provide a bespoke solution to your clients. Whether pre, at or in retirement. We have the platform flexibility to help you deliver the right solution, the way you want to.
Family linked discounts
Our family linked discount for family groups means your clients could benefit from lower charges meaning there may be more to invest. Supported by our wide range of products, wrappers and investment options, you have choice and flexibility to support a variety of needs.
Product providers
Our unbiased approach to products gives you access to a growing number of third party products, including Onshore Bonds, Offshore Bonds, SIPPs and SSASs in addition.
Discretionary fund managers
You can choose from an extensive range of Discretionary fund managers (DFMs) to manage your client portfolios on the platform. If your preferred DFM isn’t on the list please get in contact.
