Helping you achieve the PFS Gold Standard
Find out how Money Alive's Adviser Portal platform helps Advisers meet the PFS Pension Transfer Gold Standard.
Your data, our priority - how the Money Alive team protects your data
How the Money Alive team protects your data
The PFS Gold Standard and Top Tips for PII renewal
Our aim at outset was to support advisers with better risk management, client engagement and business efficiencies. This is why we are proud to support the PFS Pension Transfer Gold Standard.
Defined benefit transfer advice – achieving good client outcomes and managing commercial risks
Expert insights on these hot topics. The panel comprised specialist litigation lawyer Damian McPhun, leading PII Broker Dan Kelly, MD of threesixty sevices Russell Facer, and Money Alive CEO Andy Kirby.
The new generation of client engagement and risk management is here
The videos cover key topics including risk, taxation, dependants, death benefits and shopping around.