M&G Wealth Platform Demo Sessions: May, June and July 2024
About the Events
Join one of our regular online sessions for an introduction to our M&G Wealth Platform. We'll cover how we're well positioned to fit in with your business, by offering a wide range of investment funds and DFM’s alongside the full PruFund range plus a short demonstration of how our Platform works and some of the functionality it can offer. Register for a demo now - choose a date below that suits you:
Dates
| Date | Time | Presenters | |
| Thursday 2 May |
10.00am-10.45am
|
Jack Cowan
|
Simon Jones
|
|
Tuesday 14 May
|
2.00pm-2.45pm
|
Lloyd Swinton
|
Leanne Peacock
|
|
Thursday 23 May
|
10.00am-10.45am
|
Lloyd Swinton
|
Garry Wheeler
|
|
Tuesday 4 June
|
2.00pm-2.45pm
|
Samantha Ashman
|
Benn Camber
|
|
Thursday 11 July
|
2.00pm-2.45pm
|
Dan Chant
|
David O'Brien
|
| Tuesday 23 July |
10.00am-10.45am
|
Sarah Stephens
|
Chantelle Silvester
|
Platform Presenters
Samantha Ashman
Platform Adoption Consultant
Samantha has worked in the financial services sector for over 30 years, mainly with GE General Electric, before joining M&G in 2017 where she initially worked within the Investment Partnerships team. She joined the Platform Adoption team at the beginning of 2022.
Jack Cowan
Platform Adoption Consultant
Jack has 15 years experience in financial services. He joined Prudential in February 2022, from Royal London, before joining M&G in July 2023. He has worked across multiple different propositions and products to help add value to an advisers business.
Dan Chant
Platform Adoption Consultant
Dan has worked in the financial services sector for over 20 years, having built up experience in customer services, medical underwriting and complaint management. He joined M&G in 2013 and has expertise in using the platform and providing adviser support management.
Luke McGill
Platform Adoption Consultant
Luke joined the business in 2014 in customer services and built up his knowledge of the platform and proposition. He then moved into sales in 2018, where he was heavily involved in the platform migration before joining the Platform Adoption team at the start of 2020.
Sarah Stephens
Platform Adoption Consultant
Sarah has over 25 years in financial services and vast experience of relationship management. Since joining in Spring 2008 she has been working with adviser firms, helping them achieve full implementation to the platform, through training programmes and consultancy reviews.
Lloyd Swinton
Platform Adoption Consultant
Lloyd joined the M&G Wealth Platform in 2023 after 14 years with Cofunds, L&G and latterly Aegon. With over 20 years’ experience in financial services, Lloyd holds the Level Diploma in financial planning and has certifications in Discretionary Investment Management.
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.