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.
- Diverse investment options
- Applications and illustrations
- Your digital experience
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.
Applications and illustrations
Our Illustrate and Apply functionality combines the SIPP illustration tool and SIPP application tool, with straight-through processing, real-time tracking, and automated updates.
In most cases client details only need to be entered once to generate an illustration with Key Features and MiFID Costs and Charges. If you want to include model portfolios you simply click on your chosen model and the illustration will be populated with all the underlying assets instantly.
The generated illustration will be available to you online and is attached to the application your client receives through Docusign. Meaning when your client is ready to go ahead, they'll have everything they need.
Your digital experience
Our platform is designed to make retirement processes clear, efficient, and easy to manage, for you and your clients.
Efficient transfers
Synchronised data capture supports quick, accurate processing. Helping to reduce delays and manual steps.
Clear, simple processes
Straightforward illustrations, online signatures via DocuSign, and flexible income options support a smooth experience from start to finish.
Less physical paperwork
Most applications are completed entirely online and with DocuSign, there’s no need for printing and posting forms.
Flexible retirement, fully digital
With seamless straight-through processing and a fully digital experience, our fully digital SIPP includes automated drip-feed drawdown, monthly or yearly. For regular pension income, you can choose any payment date between 1st and 28th, monthly, quarterly, half-yearly or yearly.
You'll have everything you need to add more value to your business, and enhance your clients’ experience
Additional benefits of using the M&G Wealth Platform
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