While there are many reasons you might want to transfer an investment from one provider to another, more and more people are choosing to transfer into planet-friendly investments.
By transferring into one of our Planet+ funds, you have the potential to make a real difference, all while continuing to work towards your long-term investment goals. And we’re here to support you every step of the way.
Using our transfer service means that for ISA and Junior ISA investments you will be sure to keep any tax-efficient status and won’t count towards your allowances for the current tax year either. It’s worth remembering though that the tax rules for ISAs and Junior ISA investments, may change in the future, and of course their tax advantages will depend on your individual circumstances.
If you are not currently a myM&G customer, you need to register with us. It’s quick and easy, and once your registration is complete, just log in to your account and you will see the option to ‘Transfer in’ on your personalised dashboard.
If you already invest with myM&G just log into your account and go to the ‘Manage my investments’ page. Then choose the ‘Transfer in’ option to get started.
If you are an existing M&G customer, you will need to move your existing M&G account to myM&G. Once your move is complete you can start to enjoy the convenience of managing your account online including transferring your investments to myM&G.
It might sound like something you want to put off for another day, or tackle when you’re not quite so busy. But it really is easy to transfer your investments to M&G. We just need a few bits of information from you, and then you can leave the rest to us.
The value of any fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
Before deciding to move your investments to myM&G, here are some important things you'll want to know about: