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Our platform, your way

15 May 2023

At M&G Wealth platform we want to make working with us as easy as possible…so we listen to what advisers tell us they want for them and their clients – and deliver it!
For many clients, retirement will be the biggest financial decision they make. For advisers, planning and managing good outcomes in retirement can be simpler to do with our digital SIPP. Pension set-up is easier, faster and smarter, with you and your clients can benefitting from…

More flexibility

Our new fully digital SIPP includes automated drip-feed drawdown, monthly or yearly. And for regular pension income, your clients can choose any payment date between 1st and 28th, monthly, quarterly, half-yearly or yearly.

Faster applications

Straight through processing and integration with Salesforce means the application is quicker and you can track progress in real time, as well as receive automated status updates.

Less paperwork

Apart from in a few instances, our new business application is all done directly online so you have absolutely no paperwork. And with DocuSign, nor does your client.

New fund options

We’ve added to the wide choice of funds available on the platform in the last year, with 6 new DFMs with 72 MPS solutions, 26 new fund managers and the inclusion of insured funds.

Faster transfers

We’ve waved goodbye to manual processing of data requests and rolled out synchronised transfer data capture, meaning transfers can proceed up to five days faster

Better client experience

Online customer signature through our integrated DocuSign facility plus more choice on income payments

Here’s what advisers are saying about the new digital SIPP…
System is intuitive, I managed to key on a SIPP application with no problems…”
“… slick and easy to use…”
“… really great layout and feel…”


Take a tour of our latest enhancements, or request a demo.

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