Limited time promotion – £95 /mo starter plan

Subscription plans

Starter

For individuals getting started with our educational video box sets and DIY videos.

£ 95 / mo + £99 setup

Includes
- Access for 1 user
- DIY video emails
- Educational videos
Try for FREE
Team

Increased usage limits, team access, plus video registration forms for your website.

£ 159 / mo + £99 setup

All starter features plus
- Access for 3 users
- Double the usage limits
- Web forms
Try for FREE
Business

Advanced platform features for integrating video into your digital campaigns.

£ 295 / mo + £245 setup

All Team features plus
- Access for 8 users
- Campaign tracking
- User tagging
Book a demo

All plans come with usage limits, have a 12 month contract and exc VAT.

Video library access

DIY videos

Video Messenger

Send your own recorded or uploaded secure video messages

Power of Attorney

1 box set

Help your clients understand the importance of a Power of Attorney.

Wills

1 box set

Help your clients understand the importance of making and reviewing a Will.

Final Salary

1 box set

Covers the benefits of staying in a DB scheme and explores the implications of transferring out.

Pension Freedoms

3 box sets

Box sets include; Guaranteed income, Flexible income, Take it all and Leave it.

Long Term Care

1 box set

Provides invaluable information for people who are new to the care system that will help them understand more about the processes.

Drawdown Reviews

1 box set

Covering key ongoing considerations for clients already in drawdown and supports the adviser’s regular review process.

Platform features

Client reports

All plans come with automatically generated and downloadable reports. Reports include journey progression, questions and evidence invitations being sent.

Auto reminders

Automatically send email reminders to clients and journey creators at predefined intervals.

Notes

Ability to add a file note to client journey reports.

Email templates

Each journey has it's own email invitation template which is configurable as a master template and at the time of send.

Batch reporting

Generate a downloadable CSV of all client activity

Client outcomes

Outcomes

Track and report on client outcomes on a each box set (where applicable)

Marketing tools

Allow new clients to sign up via your website and social campaigns generating a lead.

User tagging

Tag clients for ease of identification and reporting.

Campaign tools

Individual campaign registration forms with automatic tagging and campaign reporting.

Integration API

Enterprise only

API

Inegrate your exisiting application or CRM into Money Alive's workflow API.

Additional security

Enterprise only

Security

Protect your account with IP whitelisting and multi-factor authentication.

User SSO

Enterprise only

SSO

Programmatically assign users a box set without the need for user registration. Can also be fully anonymised.

Frequently asked questions

Can you provide a free trial?

Yes, click here to start a free trial. 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.
We’re a big firm, do you have an enterprise version?

Yes, we do. See how Enterprise is different
Do you have and API or other integration options?

Yes, we do. This is part of our Enterprise plan
I’m not convinced my clients will want to watch Money Alive videos.

With over 100k video views on our platform, we’ve proved clients are not only willing but are in a better position to continue their advice journey after receiving good quality impartial information.
Do you have a box set on XXX?

If it’s not shown on this page then no, but it may well be in our production road map. Get in touch to find out more.
Can you produce a box set on XXX?

Yes, we’re happy to engage with clients on box set production. All media will still need to be delivered via our platform to ensure they’re kept up to date, are compliant and contribute to our engagement reporting.

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?

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

Subscription plans

Starter

Includes

Team

All starter features plus

Business

All Team features plus

Video library access

DIY videos

Power of Attorney

Wills

Final Salary

Pension Freedoms

Long Term Care

Drawdown Reviews