Transfer to myM&G

Transfer your
investments to
myM&G

It’s quick and easy to transfer your investment(s) to myM&G

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.

New to myM&G?

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.

Already invest with myM&G?

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.

Already invest with M&G?

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.

Important things to consider

Before deciding to move your investments to myM&G, here are some important things you'll want to know about:

Your existing provider may charge you a fee to move your investment away from them – so you should speak to them to see if this will happen
At M&G we offer Stocks and Shares ISAs (not Cash, Flexible, Innovative Finance or Lifetime ISAs). If you’re transferring a Cash ISA to a Stocks and Shares ISA with myM&G, you should be aware of the differences between the two
Your existing provider may not allow a partial transfer of your investment, you should check with them first if you only intend to move part of your investment to myM&G
If you're transferring an unwrapped investment (for example, a General Investment Account) to myM&G, you may be liable for Capital Gains Tax on any profits you've made at the point of transfer
As part of the transfer process we may change the share class that you're invested in. Only certain share classes are available on myM&G and the share class you'll be put into will be based on the total value of your investments held with myM&G. The share class you'll be put into is based on the value of your holdings, so there's a chance that you may end up with higher ongoing charges than you were paying previously. Click here to find out more about our charges
If you want to change your income preferences, you'll need to do this after you've transferred your investments to myM&G. If you choose income, income will be paid out, as there is no reinvestment facility on myM&G
You'll need to cancel any existing Direct Debits with your existing provider, and set up new ones with us once your investments have been transferred over to myM&G
If you've set up a regular withdrawal with your existing provider, this will stop, and you'll need to set up a new instruction with myM&G once your investments have transferred over
Please bear in mind that if yours is a ‘cash’ transfer (the funds you hold elsewhere are sold and the proceeds re-invested on myM&G), whilst your investment is being transferred it will be out of the market for a short period of time and will not lose or gain in value. However, because the value of the shares you are buying will fluctuate with the markets, this will affect the number of shares your funds will buy