Industry news and views from Panacea and our partners.
M&G Wealth
M&G: 10 Things to Love About PruFund
A quick look at key features that may support clients starting to invest.
M&G: Dash to Cash
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.
M&G: One ISA. More confident decisions
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.
Prudential ISA - saving with confidence
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.
M&G: One ISA. Make the most of it
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.
M&G: Weekly market commentary - available now
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.
M&G: Paraplanners Assembly 2026: Tune up your tax year end to-do list
Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
M&G: Blending Drawdown and Annuities: A Modern Approach to Retirement Planning
In today’s evolving retirement landscape, the binary choice between income drawdown and annuities is increasingly outdated.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.
M&G: Our new interactive blending case study
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.
M&G: Smooth market wobbles with Prufund using the Individual Smoothing Account
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.
M&G: Tax Year End - we've got you covered
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.
M&G: PruFund update, market insights, performance drivers and more...
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.
M&G Wealth: 2025/2026 Tax Year End
19 February - In this session, Senior Technical Manager Mark Devlin will run through the most common questions advisers are asking, as well as taking a closer look at the various allowances and exemptions.
M&G: MPS - Client quarterly investment update
Your latest Client Quarterly Investment Update is now available, offering a clear view of recent market activity and what it could mean for your clients. You can download a copy below.
M&G Wealth: Tax Wrapper Comparison Tool
We’ve updated our Tax Wrapper Comparison Tool with the recent budget changes. It lets you compare GIA’s, onshore and offshore bonds side by side - helping you decide the right recommendation for your client.
M&G: Retirement is changing and so are we
Our latest video shows how to structure future spending into clear strategies – essential, lifestyle, and discretionary, and tailor our solutions so your clients’ plans adapt as their lives changes.
M&G Wealth: Redefining Multi-Asset: Why It Matters for Advisers
Join Verve and M&G on Wednesday 28th January as their experts explore multi-asset solutions and the design that takes PruFund beyond the basics for advisers who want meaningful exposure to private markets.
M&G Wealth: 2025/26 Tax Year End
19/02/26 - Learn about the key exemptions and allowances to use at TYE, and when to bring forward or defer actions for best client outcomes.
M&G: Weekly market commentary - available now
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.
M&G Wealth: From Bubble Talk to Big Themes: A look back and ahead
20/01/26 - Want to cut through the ongoing investment noise for a clearer picture of what’s happened in markets in 2025 and the key drivers and trends for the year ahead? Then sign up now for our 40-minute online event later this month.
M&G Wealth: Tax Year End Hub - your go to resource
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.
M&G Wealth: Beyond U.S. Exceptionalism: Why Global Market Dynamics Matter More Than Ever
Explore how global market shifts are creating new opportunities for diversified portfolios - find out why looking beyond the US matters.
M&G Wealth: Coaching the retirement mindset from saver to spender
This piece explores the emotional and financial shift your clients face as they move from saving to spending, and how you can support them in making the most of their accumulated wealth.
M&G Wealth: Blending Retirement Solutions guide
The guide explores how combining the growth potential of PruFund with the certainty of the Prudential Guaranteed Income Plan can deliver both flexibility and security throughout retirement.
Les Cameron’s Big Fat Quiz of the Year
Thursday 18 December 2025 - 10.00am - 11.30am - Every year, M&G’s Technical Team answer thousands of questions from advisers and paraplanners across the full financial planning spectrum. Keeping to tradition, December is when they turn the tables and ask you the questions – that’s right, it’s Les Cameron’s Big Fat Quiz of the Year!
Autumn Budget 2025
The Tech Matters team have been focusing on those things most directly affecting financial planning and have written up their thoughts on what might be necessary to stop, necessary to start and what can continue with a "nothing to see here”.
M&G wealth: Silence to strategy: The power of advice for family finances
Money is personal. It’s emotional. And for many families it’s hard to talk about. Financial advisers have a unique opportunity, and responsibility, to help families open up, plan ahead, and build financial confidence across generations.
M&G wealth: From lost pots to smart advice: Navigating the upcoming pensions dashboard
According to the Pensions Policy Institute it’s estimated that around £31.1 billion is sitting in lost or unclaimed pension pots across the UK. This figure highlights how fragmented the pensions landscape has become and why the government’s Pensions Dashboard Program is being seen as a long-overdue step toward greater transparency and engagement.
M&G Wealth: Embedding vulnerability into financial advice: A regulatory and human imperative
In today’s financial landscape, the fair treatment of clients in vulnerable circumstances is no longer a regulatory footnote. It’s a central pillar of ethical and effective advice.