📄 "The PFS Gold Standard and Top Tips for PII renewal" – read more on our blog

Adviser Portal Info Pack

Find out how the Adviser Portal is being used by leading advisers to manage risk and save time – Included in the pack:

  • Example DB journey video and client report
  • Supporting the PFS Pension Transfer Gold Standard
  • Top Tips for PII renewal featuring Dan Kelly + Russell Facer
  • Your data, our priority – Adviser Portal security

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So, what's being said about Money Alive?

Money Alive work with new firms every week and talk regularly to advisers, paraplanners, regulators, providers and trade bodies. We show how client education can be delivered easily and timely, how results can be measured and the positive impact it can have on client outcomes – the results speak for themselves.

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