M&G Wealth

Today the new government will be unveiling their Autumn Budget for 2024. We’ll be keeping this post updated with comments from our M&G Wealth Technical team as the budget announcements come through. Keep following to find out more.

For UK Financial Professionals only. The curtain has fallen on some enticing short-term products and your clients, who have benefited from these offerings, now seek their next strategic move. At M&G Wealth, we’re here to support you in guiding your clients toward smart investment decisions. Advisers can access a wide range of products, underpinned by a distinct investment approach, which caters to diverse client needs. Explore how we can help your clients thrive Learn more here: https://lnkd.in/e3bHHBBY What types of investment products or trends do you see shaping the future of financial advice? Let’s discuss in the comments below. 👇

Our M&G Wealth Technical manager Barrie Dawson has appeared in Professional Adviser this week.    Click through to read more about how using IHT exemptions can add up to make a huge difference: https://incm.pub/4ePz3cp

We are proud to announce that our September cohort of M&G Wealth Advice Academy candidates have now completed stage 2 of their training and are now authorised and ready to work directly with clients. They have all worked very hard through this course and have shown they have what it takes to not only succeed working for themselves but can also provide a great service to future clients and help close the wealth advice gap. Are you interested in learning more about our Advice Academy? Visit our website to find out more: https://lnkd.in/gQsm76wM

For UK Financial Professionals only. Prudential's PruFund fund has £61 billion* invested across its funds, serving 450,000 customers via their financial advisers. As we celebrate this milestone, we reflect on PruFund's journey of delivering consistent performance and look forward to continuing this legacy. Learn more about the Prudential PruFund funds: https://lnkd.in/eKhm7McG *Figure correct as of March 2023

It's not too late to sign up for the latest 'Techy Thursday' webinar. For UK Financial Professionals only. Taking place at 10am tomorrow, our M&G Wealth Technical team will be talking about the speculation, the politics of what may or may not happen in the Autumn budget and most importantly, the practicalities of financial planning. Sign up here: https://lnkd.in/ehH_R6cX

For UK Financial Professionals only. PruFund: keeping it smooth for 20 years. Thank you for your votes! 76% of you said that smartphones had the greatest impact on your life since 2004, with the growth of AI coming in second with 18% of the votes. As we mark the 20th anniversary of the Prudential PruFund range, it's crucial to look ahead. What future tech developments do you think will influence the way we live our lives? Share your thoughts in the comments and keep an eye out for more polls.

Interested in the M&G Wealth Advice Academy? Why not join our virtual open evening and find out more about how our Academy works. You’ll hear from M&G Wealth Advice Head of Academy, Matthew Ings, and our other experts who will explain how we train and support trainees, as well as hearing from some of our trainees themselves. Virtual Open Evening Wednesday 13 Nov 2024 17.30 - 18.30 Event link: https://lnkd.in/eA6eGbeR

For UK Financial Professionals. Our latest Treasury & Investment Office update is now live. The update covers: •           China equities continue to rise •           In contrast, European equities underperform •           More interest rate cuts on horizon? Our weekly updates now come with an additional market roundup which you can download and share with your clients. Read the full update here: https://lnkd.in/eExm2WUf

Graeme Robb, Senior Technical Manager at M&G Wealth, has appeared in Moneyfact’s October issue. In the double page spread Graeme discusses the key factors for advisers to remember when clients are considering the insurance bond option for corporate investments.    Click through to read the article: https://lnkd.in/ey8CYP65