Technical Hub

Getting hold of the right information easily can be time consuming. To help we’ve created this hub. It’s full of useful links and tools to keep things as simple as possible.

A range of planning tools available for you

You can access a range of financial-planning tools, developed by the technical experts at M&G Wealth, via the M&G Wealth Platform. 

Next time you’re logged in, click on the new Tools hub icon to try them out.

General planning and bond tools

General planning tools
  • School fees calculator
  • Inflation modeller 
  • Inheritance tax calculator 
  • Investment calculator
  • Trusts and inheritance tax modeller
 
Bond tools
  • Collectives and Bonds Calculator
  • Bond Gain Tool 

Pension tools

  • Protected Tax Free Cash Tool 
  • Salary Sacrifice Calculator
  • Emergency Tax Tool 
  • Annual Allowance Calculator 
  • Tax Relief Modeller 
  • Defined Benefit Pension Input Amount Tool 
  • Redundancy Sacrifice Calculator 

Please note: The results of the tools are illustrative only and are in no way intended to be a recommendation for a particular course of action and do not constitute advice.  

Useful articles and webinars

Regulatory Updates

We've asked our technical team and industry experts to review the big economic, technical and regulatory changes. Summarising and helping to keep you informed for your business and your clients. 

Taxation

Information from the experts at M&G Technical as well as articles and examples about taxation and planning scenarios.

 

Paraplanners Assembly

Paraplanners are crucial to financial planning. That's why we support the Paraplanners Assembly, where Paraplanners learn, fix and share things. 

If you've found this useful, visit our other hubs

Retirement Hub

Not every client is the same and nor does every retirement client have the same needs. Find research, experience and advice from peers and useful links to help support you deliver the right retirement plan for your clients and your business.

 

Responsible Investing Hub

Everyone has their own principles that influence the way they live their lives, and the way they want to invest their money. This hub provides resources and documents that can help you to deliver investments choices to your clients that support their values. 

Coming Soon