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Audience

Savings Plans

The M&G Savings Plan can offer your client a convenient way of saving on a regular basis – either monthly, quarterly, six monthly or annually – outside of the tax-efficient M&G ISA or M&G Junior ISA.

The savings plan gives your client flexible access to M&G’s range of expertly managed OEIC funds from as little as £10 per month.

However, unlike The M&G ISA or M&G Junior ISA, there are no annual limits to how much they can invest in The M&G Savings Plan, and they can withdraw from it at any time.

Share classes available

Only Sterling Class A (Accumulation) Shares are available if your clients invests via The M&G Savings Plan.

  • Sterling Class A Shares: Carry no entry charge and no exit charge.
  • Accumulation Shares: Do not pay income but automatically reinvest any income which is reflected in the share price

 

Investment limits

The table below shows the minimum investment limits within The M&G Savings Plan. There is no upper limit to the amount you can invest.

Minimum investment limits
  All funds
Minimum regular amount £10
Minimum additional regular amount £10
Minimum lump sum £500
Minimum additional lump sum £100

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Cyveillance Protected

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. 
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.