Could transferring your pension be a good move for you, the planet and its people?

Your financial adviser could tell you. Or if you don't have one, we can help.

Book an appointment

The value of your investment can go down as well as up so you might not get back the amount you paid in.

Want to help create a better world with your pension money, while potentially driving your own long term financial returns?

When you invest money, you want it to have the chance to grow. And more and more people also want to make sure their investments do no harm - to people or to the planet. PruFund Planet aims to do just that, by seeking investment opportunities helping to create a better world while aiming for competitive returns.

As well as aiming to exclude companies and projects in areas that do harm to the planet such as controversial weapons, adult entertainment, tobacco and gambling, PruFund Planet also proactively looks for opportunities that help the environment, benefit society and companies with robust controls (governance). These are known as Environmental, Social and Governance (ESG) considerations.

Some of your money is also invested in innovative and pioneering companies helping to solve global challenges.

Companies in these areas have the potential to grow, and more opportunity for growth means more opportunity for long term returns. As they succeed and grow, they could help your money grow too.

Please remember as with any investment, the value of your investment can go down as well as up, so you might get back less than you put in.

How do I invest in PruFund Planet?

You could invest in PruFund Planet through our Retirement Account, if that's right for you.

Our Retirement Account is a flexible personal pension that lets you save for your retirement and take an income from the same plan.

It offers different ways to pay money in and take your money out, to suit your needs now and in the future. Our Retirement Account offers a variety of funds, including our PruFund Planet range of funds.

PruFund Planet offers through our Retirement Account:

  • A range of PruFund Planet funds so you can find a level of risk you are comfortable with
  • The potential for long-term returns
  • Access to a wide range of investments, so all of your eggs aren't in one basket
  • The funds offer smoothed returns using a mechanism that helps protect you from the full impact of short term market movement
  • Funds that are managed by investments experts across the globe

Creating a better future with PruFund Planet

Watch our video to see how investing in PruFund Planet aims to deliver long term growth and how your money can create a positive difference to the world we live in..

Could transferring your pension be right for you?

If you're looking to transfer your pension, access your pension savings or bring your pots together we can help. Your plan might have valuable guarantees you'd lose if you transfer your pension pot. You should speak to a financial adviser before you make a decision to find out whether transferring your pension might be right for you.

If you’re interested in transferring your pension to us, please speak to your financial adviser. If you don’t have a financial adviser, an adviser from M&G Wealth Advice can help.

What M&G Wealth advice offers you

  • Our advisers will do everything via video chat – saving the need to travel
  • Your first meeting is just an initial chat for us to get to know you and what you want to achieve in the future
  • We can help you understand how much money you have in your pensions and investments and make sense of the options you have
  • Your first meeting with us is free of charge
  • Continuing with a recommendation will incur a cost
  • We can offer one-off or ongoing advice.

Book an appointment

M&G Wealth Advice is our new service bringing together the expertise of Prudential Financial Planning and The Advice Partnership from Prudential, and offers tech enabled, tailored advice to meet the needs of our clients.

If you don't already have an adviser, simply complete our online form. One of our advisers will call you back to arrange your no-obligation financial review meeting. And if you hold any plans with us, we will give the adviser details, valuations and information on those plans so that they can have an informed conversation with you.

All fields are mandatory. Your details will only be used to arrange a financial review.

“M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.