Withdrawing your M&G investment

If you are looking to withdraw your investment with M&G there are several options available to you.

M&G Forms and Literature

Read and download these items or order copies to be sent to you by post.

M&G literature library

Your investment choices

Take control of your finances and make informed decisions about your investments.

View your investment choices

Depending on your individual needs, you can choose to;

  • make a partial withdrawal from your investment,
  • Set up a regular withdrawal facility on your account or
  • withdraw your investment in full
  • Please note that due to our focus on long-term investing The M&G ISA is not a flexible ISA.

By setting up a regular withdrawal facility on your account you can arrange to receive regular payments from your investment by direct credit. Simply download a Regular Withdrawal Facility application form. Please note that at present, this facility is only available for investments of £1,000 or more in the M&G Dividend Fund, M&G Episode Growth Fund and M&G Episode Income Fund.

Making a withdrawal

If you would like to withdraw your investment with M&G, in full or in part, you can do so by calling our Investment Helpline on 0800 328 3196*. Existing customers will require their M&G client reference. Failure to provide this will affect your ability to transact with us.

We are open from 8.00am to 6.00pm, Monday to Friday and from 9.00am to 1.00pm on Saturday.

Alternatively you can complete an M&G Withdrawal Form and return it to us at the address below.

Please make sure that you have read and understood the terms of your investment as there may be a charge** applied.

Please return your completed form(s) to us at;

M&G Customer Relations
PO Box 9039
CM99 2XG

Investing little and often can help you achieve your goals

If you decide to withdraw your investment with M&G in part or in full, you can also choose to set up a regular payment facility via Direct Debit on your account to help keep your long-term investment goals on course. By investing little and often you can smooth out the peaks and troughs of the stockmarket to help increase the value of your investment over the long-term.

Call our Investment Helpline to find out more.

*For your security and to improve the quality of our service we may record and monitor telephone calls.

**A reducing exit charge may be applied to investments in Sterling Class X Shares that have been held for fewer than five years.

The value of investments and the income from them will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.