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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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