M&G wealth has been built to revolutionise our industry so that advisers and their clients feel empowered to make the best decisions to enable them to invest in a sustainable way. M&G wealth is a new entity that’s been developed to join the M&G plc family. We’ve brought together our Platform (formerly Ascentric), M&G Wealth Advice (including The Advice Partnership) and our M&G Direct businesses to create an innovative wealth proposition. M&G wealth has sustainability and inclusivity at its heart, with planet centric investing becoming part of our DNA, purpose built to disrupt the world of Wealth Management. Founded on the values of transparency and making a positive impact in the world, we want to level the playing field, closing the advice gap to help advisers and their clients reach their goals, whatever their circumstances. M&G wealth will provide tailored advice services, powerful investment solutions and a seamless, tech-enabled experience that fit the needs of a broad range of clients and advisers. We know that everyone has a unique situation and goals, so are developing an innovative service designed for all segments in society.
External link for M&G Wealth
10 Fenchurch Avenue
M&G plc
Fenchurch Street, England EC3M 5AG, GB
As 2024 draws to a close, our M&G group CEO Andrea Rossi reflects on our achievements as a company this year and looks ahead to 2025.
As we approach the festive holidays, our Group Chief Executive Officer Andrea Rossi reflects on M&G’s achievements in 2024 and growth opportunities ahead, the vital role of collaboration in driving our purpose, and our impactful community partnerships. Wishing everyone the very best this festive season.
Since its launch in 2004, PruFund, the original smoothed fund, has been helping your clients to make the most of their savings. For UK Financial Advice Professionals Only. Find out more about how PruFund has helped to smooth the journey for the past 20 years: https://lnkd.in/e4xQqyAu Your customer’s capital’s at risk.
It's not too late to sign up and take part in 'Les's big fat quiz of the year!' Taking place tomorrow at 10am you can sign up here: https://lnkd.in/eZMqpBJ9
It's that time of year again! You can now sign up for the legendary(?) 'Les's big fat quiz of the year' with M&G Wealth's Head of Technical, Les Cameron. For UK Financial Professionals. Every year, M&G’s Technical Team answer thousands of questions from advisers and paraplanners across the full financial planning spectrum. Keeping to tradition, December is when we turn the tables and ask YOU the questions! It’s all for fun, but you’ll have the opportunity to test your technical knowledge (in readiness for 2025), as well as earning up to 90 minutes Structured CPD. And who doesn’t love a quiz? Join us at 10am on the 12th of December to test your knowledge and enjoy some festive fun. Sign up here: https://lnkd.in/eZMqpBJ9
PruFund has just celebrated its 20th anniversary! As the original smoothed fund, it has played a significant role in shaping the market. For UK Financial Advice Professionals Only. Find out more about this iconic fund and learn just how it has helped to change the market here: https://lnkd.in/eb2NsGWA Your customer’s capital’s at risk.
It's that time of year again! You can now sign up for the legendary(?) 'Les's big fat quiz of the year' with M&G Wealth's Head of Technical, Les Cameron. For UK Financial Professionals. Every year, M&G’s Technical Team answer thousands of questions from advisers and paraplanners across the full financial planning spectrum. Keeping to tradition, December is when we turn the tables and ask YOU the questions! It’s all for fun, but you’ll have the opportunity to test your technical knowledge (in readiness for 2025), as well as earning up to 90 minutes Structured CPD. And who doesn’t love a quiz? Join us at 10am on the 12th of December to test your knowledge and enjoy some festive fun. Sign up here: https://lnkd.in/eZMqpBJ9
We are pleased to be joining forces with Women in Banking and Finance - UK, working to drive positive change in the financial services industry, especially by helping to empower women in financial advisory roles. Watch this space to see how this partnership works to create meaningful impact in the industry throughout 2025.
We are delighted to welcome M&G Wealth as a new partner member of WIBF. Together, we are committed to driving positive change in the financial services industry by fostering greater diversity, equity, and inclusion. Through this partnership, M&G Wealth colleagues will have the opportunity to engage with WIBF’s extensive network, attend inspiring events, and access resources designed to support professional development and career advancement. We’re particularly excited to see M&G Wealth getting involved in our newly launched Female Financial Advisors Network, a space dedicated to supporting and empowering women in financial advisory roles. This network provides members with opportunities to connect, share insights, and collaborate on advancing gender diversity within the industry. We look forward to working with M&G Wealth on initiatives that empower women, build inclusive workplaces, and create meaningful impact across financial services. #WIBFWelcome #CorporatePartners Hollie Doran, Matthew Ings, Diane Falconer (DipFA), Stephanie Fox DipPFS CeMAP, Nicky King, Ras Gohil, Emma-Jane Apps DipPFS
If you’re considering becoming a financial adviser, then this event is for you. Start your 2025 career ambitions off right. Come along to hear from our highly experienced M&G Wealth Advice Academy team and our current trainees on just how our Academy works. Sign up here: https://lnkd.in/ewBhicwX Date: Wednesday 15 January Time: 5.30pm-7.30pm Location: M&G Head Office, 10 Fenchurch Avenue, EC3M 5AG
Our M&G Wealth Technical Manager Neil Macleod has appeared in Money Marketing looking at how advisers can help their clients use the IHT exemption to prepare for the planned changes to pensions and IHT. Read the full article in the link below
💼📈 With new IHT rules on pensions set for April 2027, intergenerational planning just got more complex! For clients with IHT liabilities, strategic withdrawals and tax-efficient gifting may be key to preserving wealth. 🧓👶 Explore the impact of pension rule changes & potential gifting strategies. 🌐 🔗 Read more: https://lnkd.in/eBuWM6r8 #PensionPlanning #InheritanceTax #WealthManagement #FinancialAdvice #TaxEfficiency #EstatePlanning #Budget2023
Today is the day! A happy 20th birthday to PruFund! For Financial Advice Professionals Only. Our virtual event kicks off at 1pm today with the first session titled ‘PruFund – view from the top’ which includes speakers such as Life CEO Clive Bolton, Andy Papadopoulos, Anusha Mittal and Rob Hickson. This will be followed by further sessions including the PruFund quarterly outlook. You can still sign up to attend this session and the other three through this link: https://lnkd.in/ezuucB8n
We are delighted to announce that our MPS solution has once again won five stars in the Discretionary Fund Manager category at the FT Adviser Financial Adviser Service 2024 awards last night. Taking place at the Natural History Museum in London, our team are excited to have been there to accept the award. Huge congratulations to all of our fellow winners and nominees.