Your proposition, your way
Flexibility to support your investment strategy
- Creating your own models and selecting your own funds;
- Using multi-asset or outsourced investment management; or
- Working with a trusted DFM
We have the breadth of choice and flexibility to suit you and your clients.
Helping deliver your investment proposition
Family linking
Family groups: including spouse/civil partner, children, parents, grandparents and grandchildren
- Client portfolio values are consolidated to calculate the Group Annual Platform Charge (see our Charges Document) and charges applied proportionately
- Self-serve valuation reports are available per family group
- Advisers can view a summary of all their family groups, including individual members
Retirement Planning
Flexibility of choice on products, funds and portfolio construction M&G Wealth can support your choice:
- Pre and post retirement
- Income sources
- Flexible withdrawal options and sequencing risk
- Cash management - availability and product options
Cash management
Ring-fence cash in whatever way works for you and your clients
- Cover fees and charges by setting aside cash, rather than including it in a model portfolio
- Allocate income payments and protect from rebalances
- Or, you can still use model portfolio to automatically top up a cash account
You define what’s important
We'll get to know what activities you do differently and work together to meet these needs.
Your own dedicated point of contact will manage a seamless end-to-end service and build a strong relationship with you.
Adviser feedback is constantly gathered to inform and influence our decision making and developments.
A reliable and robust partner
