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Save time, reduce risk and create evidence of client engagement with interactive video box sets explaining key financial topics.

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Platform box sets

  • Final Salary Transfers

    This comprehensive box set covers the benefits of staying in a DB scheme and explores the implications of transferring out Includes information on tax, risks, death, as well as other topics and case studies too. This box set is accredited by the PMI and is part of the PFS Gold Standard. It is widely used by advisers for DB triage.

  • Pension Freedoms New

    This PMI accredited box set is designed to give clients impartial education about all their pension freedoms options starting with a brief summary followed by more detailed information on drawdown, annuity, lump sums, take it all and leave it. Each option includes a case study to bring the learning to life. The viewer has the option to select and watch more detailed videos about drawdown and annuity if they wish.

  • Drawdown Reviews

    Our Drawdown Review box set covers key ongoing considerations for clients already in drawdown and supports the adviser’s regular review process. Covers areas that the FCA consider important components of a good review process.

  • Flexible Income

    Engage your clients and get them thinking about using the drawdown option for taking their pension benefits. Covers the key factors and considerations about this approach including flexibility, risk and tax. Showcases many of the areas an adviser can add real value to a client considering this at retirement option. Accredited by the PMI.

  • Guaranteed Income

    Might an annuity be something your client should consider? This box set covers important factors and about buying an annuity including inflation, joint life, and health and lifestyle. Showcases many of the areas an adviser can add real value to a client considering this secure retirement options. Accredited by the PMI.

  • WillsNew

    The majority of adults in the UK do not have a will. Help your clients understand the importance of making and reviewing a will and think about some of the key considerations when drawing one up. The box set allows the viewer to select their UK country of residence in order that they get the most relevant information.

  • Power of AttorneyNew

    Once you’ve lost mental capacity it's too late to set up a Power Of Attorney. Help your clients understand more about the benefits of a Power of Attorney and important considerations when drawing one up. The box set allows the viewer to select their UK country of residence in order that they get the most relevant information.

  • Understanding long term careNew

    Before an adviser looks at the options of paying for care its important that clients understands how the care system works. This box set provides invaluable information for people who are new to the care system that will help them understand more about the processes, funding and the parties involved.

  • Paying for care Soon

    Use this box set to give your client an overview of the different ways social care can be paid for and how an adviser can help clients make a good choice and avoid running out of money.

  • Investment riskSoon

    An essential box set for both new clients and existing client reviews which will support your attitude to risk profiling work. Does your client truly understand what risk really is, its impacts on their decision making and how it can be their friend as well as foe? Use our box set to inform them and to provide you with the evidence they have a better understanding of risk too.

  • Inheritance taxSoon

    Use this box set to give your client an understanding of how inheritance tax works and potential solutions. Includes information on allowances, gifts,exemptions and PETs.. Really valuable in helping clients understand if they have an inheritance tax problems and how they might benefit from your expertise to pass on more of their wealth to their beneficiaries.

Educating clients

Get your clients meeting ready by sharing our box sets with them before you get together. You’ll have better informed client meetings and benefit from full records of their engagement and understanding.

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Risk management

PII brokers and litigation lawyers agree our impartial content and detailed reports are a powerful record if you find yourself having to defend against regulatory and commercial complaints.

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Saving time

Our box sets act as an interactive client filter, saving valuable time and allowing you to focus your resources on better informed and motivated clients.

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Generating leads

Our innovative referral features are a great way to enhance your website and digital marketing campaigns with embedded players that capture prospects as leads.

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Our impact

100k
number of videos watched on the Money Alive platform since launch
94.3%
of viewers agreed they were better informed ahead of their advice meeting
98.1%
of viewers valued their adviser giving them access to Money Alive
9.3/10
is the average score viewers gave the quality of Money Alive's information

What's being said about Money Alive?

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If you use Money Alive, not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices
Jamie Newell
MD O3 Insurance Solutions
Incredibly helpful - a fundamental part of our DB process
Matthew Harris
Prosperis
I especially like the fact that they gave pro's and con's with the different case studies, which you can then relate to your own circumstances.
DB transfer client
June 2018
It's very good.
John Ralfe
Pensions Expert
They are very good. Written in a simply, easy to understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a 100 pages!!
DB transfer client
March 2018
They were going to keep it quiet, but I’m going to Out a bit of financial services ‘goodness’. @MyMoneyAlive is allowing already transferred steelworkers access to its education process. Suffice to say, the response so far has been unanimous. ‘I wish I had seen this before.’
Al Rush
@PensionDebate
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting - to help inform and re-set the consumer’s flawed mind-set – as a good practice approach
Rory Percival
Pensions Expert

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