Industry news and views from Panacea and our partners.
M&G Wealth
M&G Wealth: The next smart move for your clients
As one of the most attractive guaranteed bond issues ever offered by NS&I comes to maturity, lots of savers may be looking for a new home for their cash. M&G Wealth offers some ideas.
M&G Wealth: Weekly Market commentary
The latest market commentary is now ready, we hope this helps keep you up to date with short-term market performance for the week ending 4 October.
M&G Wealth: Weekly Market commentary
The latest market commentary is now ready, we hope this helps keep you up to date with short-term market performance for the week ending 20 September.
M&G Wealth: The next smart move for your clients
As one of the most attractive guaranteed bond issues ever offered by NS&I comes to maturity, lots of savers may be looking for a new home for their cash. M&G Wealth offers some ideas.
M&G Wealth: Weekly market commentary - available now
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: A distinct investment approach
For your Centralised Investment Proposition, for meeting regulations and for client suitability - consistency matters to your adviser business.
M&G Wealth: LSA/LSDBA Modeller
Calculate allowance availability and usage based on contributions and withdrawals taken.
M&G Wealth: How to segment your clients
Under Consumer Duty, evidencing how you meet your clients' needs is key. But developing an approach takes time. Use the actionable guide by M&G Platform to build your framework.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: The dash to cash: Why it pays to think longer-term with your client’s money
Many investors recently took advantage of attractive short-term investment rates. But as those products close or mature, and with interest rates and guarantees perhaps not as good as they’ve been, your clients may be looking for anew home for their money. M&G Wealth can help you to support them to commit to long-term investing. If your clients are tempted by the dash to cash, here are five reasons to be invested.
M&G Wealth: Paris-aligned investing: Active or passive?
The algorithmic nature of passive funds’ investment processes can create the risk of over-simplification and short-termism when tackling the long-term challenge of climate change.
M&G Wealth: Pensions - why higher rate tax payers (don't) always get 40% tax relief
15 August - 10am: On this event, Mark Devlin, Senior Technical Manager will look at how tax relief operates for individuals, third parties and employers. He'll also talk through case studies which will help to explain how better outcomes for clients can be achieved.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: Best of both: blending active and passive funds
When it comes to active and passive strategies in portfolios, the debate is often framed in the context of which is better than the other. In our view, the question isn’t active or passive but when to use each. We blend active and passive strategies in our Hybrid portfolios.
M&G Wealth: Paraplanners' Assembly 2024: Death. Trusts. and Paraplanners.
Watch on demand: Working out what to do with your client’s wealth after their death is all part of a paraplanner’s life. But settling on the best strategy can be complex – especially when missing a vital detail can have costly consequences.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: The environment is good for stocks but the leaders may come from a broader section of the market
We continue to think the backdrop for stocks is positive and we are broadening our stance on equities by adding to Europe. We continue to hold more in the US and Japan and have less in bonds. The changes were reflected in a rebalance on the 14 June 2024.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G: Trusts Created on Death
18th July 2024 10 a.m. In this session Neil Macleod and Barrie Dawson, Senior Technical Managers at M&G Wealth, look at how to identify the type of trust you are advising on and what factors should be taken into account for different cases.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Emerging market debt, an investment strategy for your clients?
The Model Portfolio Service team explain why holding the asset class in investment portfolios may be an attractive strategy.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Breaking the cycle: poor mental health and financial security
With many adults experiencing mental health issues in their lifetime, it’s key to understand the intertwined nature of money and mental well-being and what you can do to support your clients.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: IHT Planning using Gift, Loan and Discounted Gift Trusts
Thursday 20 June - 10am. This webinar looks at the current IHT landscape and how Gift Trusts, Loan Trusts and Discounted Gift Trusts can help overcome the key objections to IHT planning.
M&G Wealth: Thematic Review: What you should do now [guide]
Following the publication of the Retirement Income Advice Thematic Review, we created an actionable guide to help you address the most common issues.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.