Save time, reduce risk and create evidence of client engagement with interactive video box sets explaining key financial topics.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Our innovative referral features are a great way to enhance your website and digital marketing campaigns with embedded players that capture prospects as leads.
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
Incredibly helpful - a fundamental part of our DB process
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.
It's very good.
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!!
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
You’ll have 7 days to view the Money Alive box sets and test with clients. The features are unrestricted and you’ll be able to produce and download full engagement reports.
The best way to do this is with a trial. Simply sign up and once signed in click the box sets button on the left.
No, it’s completely free and you’re under no obligation to purchase anything.
Neither actually. We have three plans that have a different number of system users and annual credit limits. This way you get total flexibility of assigning the right box sets in any way you choose.
These trials are for the standard SaaS platform (See how Enterprise differs) Get in touch with our Enterprise team to find out more.