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.
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.
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.
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.
Information from the experts at M&G Technical as well as articles and examples about taxation and planning scenarios.
Paraplanners are crucial to financial planning. That's why we support the Paraplanners Assembly, where Paraplanners learn, fix and share things.
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.
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.