Help centre

This help centre contains links to practical guides and forms, as well as answers to common questions we often get asked.

You will also find a glossary of terms that are used on our website and in our literature, to help you with any queries you may have.

We don’t give financial advice, so you should speak to a financial adviser if you need help deciding if an investment is right for you. The views expressed on this page should not be taken as a recommendation, advice or forecast.

Financial advice

For objective financial advice on all of our products and services, we recommend that you speak to a financial adviser. In this section we have provided information to help you find an adviser if you do not already have one.

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FAQs

Get more help from our FAQs; a compilation of all our most frequently asked questions.

Search our FAQs

Glossary

Find out everything you want to know, from unfamiliar financial terms to generic help and guidance on your investment.

Go to the glossary

Change of Ownership

Find out how to transfer ownership of an M&G investment, in whole or in part, into another person(s) name.

Stock Transfer Form Stock Transfer Guide

Power of Attorney (POA)

To help you manage another person’s financial affairs with M&G, or if you want someone else to manage your financial affairs on your behalf, a POA can be registered with M&G.

M&G Guide to Power of Attorney

Bereavement

Our bereavement team is here to answer your questions and guide you through the process of handling financial arrangements after an M&G investor has died.

What to do when an M&G Investor dies

Trustee/Beneficial Owner

Find out what you need to do if you are making an investment in your name on behalf of another person.

Beneficial Owner Form

Tax

To comply with tax regulations we are required, where appropriate, to collect information about each investor’s tax residency.

Individual Self Certification Form

M&G Guides to...

At M&G, understanding is at the heart of what we do. Our guides aim to help you broaden your investment knowledge and gain a deeper understanding of your investment choices.

View our range of guides

Useful forms

A range of forms to help you manage your M&G investments. Alternatively please contact our Call Centre if you require any of our literature or information in an alternative format.

View our forms

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