M&G plc is a leading UK-based savings and investment company with a global footprint. It was formed through the merger of Prudential UK & Europe and M&G Investments in 2017 and listed on the London Stock Exchange in 2019. The company operates in over 27 countries, employs more than 6,000 people, and serves over 4.6 million individual savers and investors, along with 900+ institutional clients.
Its purpose is clear: to give everyone real confidence to put their money to work. This mission is reflected in its broad range of financial solutions and its commitment to long-term value creation for clients and stakeholders.
PruFund
PruFund stands out as the ultimate smoothed fund range, offering clients a more stable investment journey through its unique combination of scale, structure, and smoothing. With over £65 billion in assets, it delivers institutional-grade diversification and access to private markets – backed by a 20-year track record of resilience through market volatility.
We understand the importance of equipping advisers with the right tools and insights. That’s why we’ve created a suite of support materials- from monthly investment reports and Expected Growth Rate (EGR) updates to client-friendly brochures and interactive videos. These resources are designed to simplify conversations, reinforce confidence, and help advisers align PruFund with client goals.
Home of Retirement Planning
M&G positions itself as the “Home of Retirement Planning,” offering:
Our website aims to give you the answers you need, keeps you up to date on regulatory changes, helps you do business online and much more.
We take great care over keeping our financial performance strong, to provide your customers with financial security and the chance to build a better future for themselves and their families.
With index concentration rising and benchmark labels telling less of the full story, the active vs passive debate is missing the point. Read M&G's Lighthouse article for expert insight on why deliberate implementation matters more than ever – and how PruFund puts it into practice.
An independent whitepaper from Verve takes a closer look at what really sits inside today's multi-asset funds – exploring concentration risk, private markets exposure and portfolio resilience. Includes five practical prompts to help you review your client portfolios with confidence.
With inflation more persistent and volatile, the traditional equity-bond relationship is becoming less reliable. Read M&G's Lighthouse article for expert insight on how private markets can strengthen diversification and build resilience across inflation regimes.
M&G has been named Best Technical Support for Paraplanners at the Professional Paraplanner Awards 2026 – for the 10th year in a row – and Best Provider Website for the second year running. Explore Tech Matters for expert insight, tools and answers to your trickiest technical questions.
With conflict in the Middle East disrupting energy markets and reshaping inflation and rate expectations, clients are looking to you for clarity. Read M&G's Lighthouse article for expert multi-asset insight to help guide confident client conversations.
Sharpen your IHT planning with the final session of M&G's Trusts School (16 July). Compare trusts with annuities, whole of life and Business Relief through practical case studies, earn up to 70 minutes of CII CPD, and take away insights for client conversations.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
Prudential International has achieved an A financial strength rating and 5 stars for service from independent ratings agency AKG. These are the strongest ratings received to date and reflect both financial strength and service delivery. The latest AKG assessment is available to support adviser due diligence and research activity.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
Are traditional safe haven assets still fit for purpose? Our latest Lighthouse outlook explores shifting market dynamics and where advisers can now find resilience in portfolios.Read the full article here
Build your confidence in advising on trusts with M&G’s 6-part Trusts School (11 June – 16 July). Join expert-led sessions, earn up to 420 minutes of CII CPD, and gain practical insights you can apply immediately.Learn more and sign up here
Interested in how PruFund delivers diversification in practice? Our latest graphics provide a transparent view of how each £1 in £1,000 is allocated, helping you clearly demonstrate the breadth of the underlying portfolio and its role in supporting long-term outcomes, particularly retirement longevity.
Build your confidence in advising on trusts with M&G’s 6-part Trusts School (11 June – 16 July). Gain practical insights you can apply immediately, join live Q&As, and earn up to 420 minutes of CII-accredited structured CPD
Offshore investment bonds are widely used in tax and estate planning, but understanding how and when they’re taxed is key. This article explains how offshore bonds are treated for UK tax purposes, including how gains are assessed and the main reliefs that may be available.Read article here
PruFund has supported investors for more than 21 years. Its combination of scale, structure and smoothing is designed to help manage short term market movements and offer a steadier investment experience. It aims to help investors stay invested as conditions change.Watch the 21-year journey to see what PruFund has delivered for those invested in it.Past performance isn’t a guide to future performance. View video
This guide explores PruFund as an income engine, outlining how it may be used to support retirement income alongside other investments, and the key considerations advisers take into account when assessing suitability and sustainability.
Thursday 21 May – 10amInsurance bonds are firmly back on advisers’ radar – but do you fully understand where they add the most value today? Join M&G for their upcoming technical session where they’ll cut through the noise and take a practical look at how insurance bonds can be used more effectively in client portfolios.Register here
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
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.
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 outline how they use valuation discipline, structural analysis and scenario modelling to build diversified portfolios designed to navigate multiple future paths.
The Prudential Guaranteed Income Plan now offers greater flexibility, with term options extended from 5 – 15 years to 3 – 30 years.
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 >
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.
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.
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.
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.
How it works and where it can fit in client portfolios.
A quick look at key features that may support clients starting to invest.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
