M&G Wealth Platform ‘How to’ System Demo sessions
About the Events
We’re running a number of dedicated online Openwork platform sessions during March & April. So if you are looking to put business onto our M&G Wealth Platform and need a better understanding on how the system works and a helping hand on what you need to do, then these sessions are for you. Our experienced M&G Wealth Platform Adoption team will take you on a journey, covering • Overview of the Platform • Navigation • How to add and key a client • Illustrate and Apply journey Each session will last up to 45 minutes including time for questions. To register for a ‘How to’ systems demo - choose a date below that suits you:
Dates
Date | Time | Presenters |
Tuesday 5 March | 2.00pm-2.45pm |
Jack Cowan & Daniel Chant |
Monday 11 March |
10.00am-10.45am |
Jack Cowan & Daniel Chant |
Tuesday 19 March |
2.00pm-2.45pm |
Jack Cowan & Daniel Chant |
Friday 22 March | 10.00am-10.45am |
Daniel Chant |
Thursday 4 April | 2.00pm-2.45pm |
Jack Cowan & Daniel Chant |
Friday 12 April | 10.00am-10.45am |
Jack Cowan & Daniel Chant |
Speakers
Jack Cowan
Platform Adoption Consultant
15 years experience in financial services. Joined Prudential in February 2022 from Royal London before joining M&G in July 2023. Worked across multiple different propositions and products to really help add value to an adviser business. Most enjoyable part of my current role in Platform Adoption is working with adviser firms to really understand their business and their goals, their clients and how we can work together to deliver great outcomes.
He loves playing and watching rugby and the occasional after match social with team mates!
Dan Chant
Platform Adoption Consultant
I have worked in the financial services sector for over 20 years where I have built up a huge amount of experience in customer services, medical underwriting and complaint management.
I joined the business in 2013 where I have gained invaluable knowledge and expertise both in using the platform and in identifying how best to collaborate with our advisers to make sure what we do and how we support them, always puts the customer first.
When not at work I like to watch far too many films, and read far too many books (mostly horror admittedly).
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054. Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019. Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.