Your platform: supporting your client proposition

A platform to support you, your clients and their families throughout their financial journey. Helping you deliver options pre and at retirement as well as a truly intergenerational wealth solution.

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.

Your choice

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