How to invest in The M&G Saving PlanBefore investing remember to read and retain the Key Features (3 MB). You will require Adobe Acrobat to view this document. The Key Features cover all you need to know about The M&G Savings Plan including fund details, charges, pricing and our transaction processes. You may also wish to seek financial advice regarding the suitability of your investment. We are unable to give advice. If you are unsure about the suitability of your investment, speak to your Financial Adviser.
Once you’ve decided upon your M&G Savings Plan fund(s) you can:
Set up regular monthly payments
You can set-up regular monthly payments by direct debit. When doing so online your first payment must be a lump sum via debit card, then simply print and complete the direct debit form for all subsequent payments and return it using the freepost address provided.
Make a lump sum payment
You can make a lump sum payment to start or top up your M&G Savings Plan via a Switch/Maestro or Delta debit card. Please note for security reasons you can only invest a maximum of £10,680 per debit card transactions. Find out more about investment limits for lump sum payments.
Switch between M&G funds
Move or ‘switch’ between M&G Savings Plan funds or from an M&G Savings Plan fund to an M&G ISA fund if your current investment no longer meets your needs. Please note that we recommend you confirm any charges applicable to your switch and which day's price you will receive by calling our website Helpline or by reading the Key Features (3 MB) prior to making this transaction.
Order a Share Exchange information pack
If you wish us to sell your existing share holdings and reinvest the proceeds into The M&G Savings Plan. Find out more about the Share Exchange Scheme.
With M&G you can invest online, by phone or by post. Find out how to invest.
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