Industry news and views from Panacea and our partners.
M&G Wealth
M&G: Planning with pensions in the IHT net - a case study
On Demand Event - Join Les Cameron, Head of Technical at M&G, as he works through a real life case study on the effects of pensions being brought into the IHT net and, more importantly, what you may want to do about it.
M&G: Women, wealth, and the age of AI
Recent research from Unbiased shows that women are 45% more likely than men to have inherited assets as part of their overall wealth, indicating that a large scale transfer is underway.
M&G: Onshore or offshore? Making sense of insurance bonds
21 May. With the increasingly harsh environment for tax-exposed investments, more and more planners are recommending insurance bonds to deliver outcomes for their clients. Structured CPD accredited by CII
M&G: Accessing the Prudential Guaranteed Income Plan
The Prudential Guaranteed Income Plan provides clients with a secure, guaranteed income stream, lump sum or both - helping managed longevity risk and offer peace of mind, even in uncertain markets.
M&G: Interactive Blending Case Study
This case study shows how advisers can use the Prudential Retirement Account, PruFund, and Prudential Guaranteed Income Plan to help clients plan and manage their retirement income. It highlights practical strategies for each stage of retirement. Download and save a copy to get the full experience, including the voiceover. Download case study >
M&G: Valuations as our north star
Much of last year’s performance has been valuation-driven rather than fundamentals-led. This section explains why starting valuations remain a useful anchor when setting long?term expectations.
M&G: AI and the elephant in the room: market concentration
AI continues to drive markets, but leadership is narrow. Our global lens highlights where opportunities are broadening beyond the US, helping you frame the risks and rewards in today’s tech?driven landscape.
M&G: What is a safe haven now?
Traditional safe-haven assets aren’t behaving as reliably as they once did. We explore how diversifying across defensive assets and low?correlation strategies can help strengthen resilience across client portfolios.
M&G: 10 Things to Love About PruFund
A quick look at key features that may support clients starting to invest.
M&G: Dash to Cash
Support your client conversations, we’ve brought together a small set of adviser resources, including 'Dash to Cash', A short guide on how long-term cash holdings may affect real returns.
M&G: One ISA. More confident decisions
Client behavioural considerations are explored in more depth in the Verve whitepaper, which looks at how volatility affects client decision?making - and how smoothing can help advisers keep conversations focused on long?term outcomes, rather than short?term noise.
Prudential ISA - saving with confidence
The Prudential ISA is a streamlined solution that brings your clients savings together into a single Stocks & Shares ISA, helping them stay organised while keeping on top of their investments with ease.
M&G: One ISA. Make the most of it
The Prudential ISA provides access to the PruFund range - a diversified, actively managed multi?asset solution designed to support long?term growth while aiming to manage volatility. It offers a tax?efficient wrapper to help keep clients invested.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Life Investment Office for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G: Paraplanners Assembly 2026: Tune up your tax year end to-do list
Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
M&G: Blending Drawdown and Annuities: A Modern Approach to Retirement Planning
In today’s evolving retirement landscape, the binary choice between income drawdown and annuities is increasingly outdated. For professional financial advisers, the opportunity lies not in choosing one over the other, but in strategically combining both within a single pension wrapper to deliver a more resilient, flexible, and client-centric retirement income strategy.
M&G: Our new interactive blending case study
This case study shows how advisers can use the Prudential Retirement Account, PruFund, and Prudential Guaranteed Income Plan to help clients plan and manage their retirement income. It highlights practical strategies for each stage of retirement.
M&G: Smooth market wobbles with Prufund using the Individual Smoothing Account
Clients often accumulate multiple ISAs over time - and that can mean more complexity for them, and more administration for you. The Prudential ISA makes consolidation simpler, See how it works in our short video.
M&G: Tax Year End - we've got you covered
Our Tax Year End hub on our award-winning Tech Matters site puts everything you need in one place, so you can move from insight to action quickly. Alongside our regular emails over the next few weeks, you'll have everything you need to demonstrate to clients the true value of advice.
M&G: PruFund update, market insights, performance drivers and more...
26 February | Sign up now for an insight-rich session with our investment specialists, designed to equip you with practical, actionable takeaways – making it easier to translate market movements and product updates into meaningful client discussions.
M&G: 2025/2026 Tax Year End
19 February - In this session, Senior Technical Manager Mark Devlin will run through the most common questions advisers are asking, as well as taking a closer look at the various allowances and exemptions.
M&G: MPS - Client quarterly investment update
Your latest Client Quarterly Investment Update is now available, offering a clear view of recent market activity and what it could mean for your clients. You can download a copy below.
M&G: Tax Wrapper Comparison Tool
We’ve updated our Tax Wrapper Comparison Tool with the recent budget changes. It lets you compare GIA’s, onshore and offshore bonds side by side - helping you decide the right recommendation for your client.
M&G: Retirement is changing and so are we
Our latest video shows how to structure future spending into clear strategies – essential, lifestyle, and discretionary, and tailor our solutions so your clients’ plans adapt as their lives changes.
M&G: Redefining Multi-Asset: Why It Matters for Advisers
Join Verve and M&G on Wednesday 28th January as their experts explore multi-asset solutions and the design that takes PruFund beyond the basics for advisers who want meaningful exposure to private markets.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Life Investment Office for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G: From Bubble Talk to Big Themes: A look back and ahead
20/01/26 - Want to cut through the ongoing investment noise for a clearer picture of what’s happened in markets in 2025 and the key drivers and trends for the year ahead? Then sign up now for our 40-minute online event later this month.
M&G: 2025/26 Tax Year End
19/02/26 - Learn about the key exemptions and allowances to use at TYE, and when to bring forward or defer actions for best client outcomes.
M&G: Tax Year End Hub - your go to resource
Our Tax Year End hub on our award-winning Tech Matters site puts everything you need in one place, so you can move from insight to action quickly.