Simple Pricing & Charges 

Our transparent truly 'all-in' structure is designed to make it easier for you and your clients to understand the total cost of ownership without having to worry about additional costs racking up over time. So here it is. 

Our pricing structure explained

One platform price, no additional charges; no SIPP fees, no drawdown fees, no model portfolio fees and no exit fees. The single charge is based on the value of investments and cash in the portfolio and includes any taxes that may apply.
 

0.30%

Up to and including £1m*

*There is a minimum fee of just £15 per month.

0.10%

From £1m up to and including £3m

0.06%

From £3m up to and including £5m**

**Terms available on request for assets over £5m.

More pricing benefits of using the M&G Wealth Platform
 

In-house dealing

There's no extra fees for any of our services either including unlimited trading access to shares, ETFs, investment trusts & bonds through our award-winning stockbroking service.

Find out more

Family linking

Family groups: including spouse/civil partner, children, parents, grandparents and grandchildren calculate the Group Annual Platform Charge and charges applied proportionately.

See our Charges Document

Other information

There are a few things like third party product provider or service provider charges, interest and the protection through the Financial Service Compensation Scheme (FSCS) that it's important to be aware of too.
 

External charges

Fund managers, discretionary fund managers, advisers or third party product providers might charge separately to use their funds, services or products. For lists of existing DFMs relationships or third party products available on the platform, go to the Key Resources page.

Key Resources

Cash interest

We pay interest on any cash held in client accounts. The average interest rate changes and so is calculated daily and paid into client account monthly and is published quarterly on our client pricing page.

Client pricing page

Cash in your client accounts

With M&G Wealth, you can be sure client money is deposited safely and effectively. Any client money (un-invested cash) we hold is protected under the Financial Services Compensation Scheme (FSCS).

Find out more