M&G Wealth’s Post

Interested in the M&G Wealth Advice Academy?   Our open evening is back in London so why not join us on the night and find out more about how our Academy works.   Our open evening will be in London on Wednesday 9 October and 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.   Date: 9 October 2024 Time: 17.30 - 19.30 Location: M&G Head Office 10 Fenchurch Avenue, EC3M 5AG Register here: https://lnkd.in/eqm4HnGq

For UK Financial Advisers.   M&G Wealth Senior Technical Manager, Neil Macleod, explores inheritance tax, discretionary trusts and the relevant property regime in this latest article for Professional Adviser.

For UK Financial Professionals only PruFund: keeping it smooth for 20 years. This year, we celebrate 20 years of Prudential’s PruFund, a fund that's helped clients navigate both market highs and lows. As we look back, we want to hear from you: which economic event over the last two decades had the biggest impact on financial planning? 

For UK Financial Advisers Only. Catriona McInally BA(Hons) FPFS TEP, Business Development Manager at M&G Wealth, writes for Money Marketing on how advisers can help clients with their next move as an estimated almost £8bn of one-year NS&I Guaranteed Growth and Guaranteed Income Bonds are due to mature this year. Cat says this can be a good time to consider the longer-term savings goals of your clients, finding the right balance between risk and potential reward. It looks set to be a time when the value of advice comes to the fore. Read the full article here: https://lnkd.in/eUxJpeBN

Catriona McInally BA(Hons) FPFS TEP, Business Development Manager at M&G Wealth, is taking part in the SimplyBiz Investment Academy on the 16th of September. As part of the session Cat will be discussing the key points of the new FCA guidance on cashflow modelling to demonstrate suitable advice to clients and how it can help them to visualise their long-term financial plans. Find out more and register here: https://lnkd.in/e-_G6zYQ

For UK Financial Advisers. As some appealing short-term products wind down, your clients may be looking for their next investment opportunity. At M&G Wealth, we’re ready to assist you in navigating these transitions. Advisers can access a diverse product range, supported by a unique investment approach, which is designed to meet varied client needs. Discover how we can support your clients in their financial journey. We’ll equip them to ride through market cycles and make informed and strategic choices. Learn more here: https://lnkd.in/ew_jBddQ

Tom Hegarty, managing director of Wealth Advice and chair of the New Talent Alliance, was interviewed by Lois V of The Money Marketing Podcast. In this conversation they discuss the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today. To address these challenges, Tom highlights several initiatives aimed at attracting new talent to the profession such as the role of academies and apprenticeships, as well as initiatives like Future Financial Adviser and the New Talent Alliance, in providing training and development opportunities for aspiring financial advisers.   Listen in here: https://lnkd.in/eYhnUzam

M&G Wealth Advice worked closely with Aon to establish the important skills for financial advisers wanting to future-proof their approach. These are captured in The Adviser Future Skillset: Client, Connection, Digital, Delivery and Self. Want to learn more about how the Adviser Future Skillset can help close the advice gap? Read the full whitepaper here: https://lnkd.in/eS7cD2BD

This week we wrapped up our third M&G Wealth Advice Academy open evening of the year. This was our first event in Scotland featuring amazing views across the city and of Edinburgh castle. Thank you to the advisers in attendance who shared their experiences and journeys through our Academy to becoming fully qualified financial advisers. If this sounds of interest to you, our next event is taking place in London on October 9th. Sign up to register here: https://lnkd.in/eFbYDFUh