Limited time promotion – £95 /mo starter plan

Subscription plans

  • Promotion

    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

Starter
Team
Business
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

Starter
Team
Business
Client reports
Client reports

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

Auto reminders
Auto reminders

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

Notes
Notes

Ability to add a file note to client journey reports.

Email templates
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
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
Marketing tools

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

User tagging
User tagging

Tag clients for ease of identification and reporting.

Campaign tools
Campaign tools

Individual campaign registration forms with automatic tagging and campaign reporting.

Integration API
API

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

Additional security
Security

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

User SSO
SSO

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

Frequently asked questions

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?

Client logos Client logos
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

Start a free trial

Webinar replay

By providing your contact information, you agree to Money Alive contacting you. We will not share your personal data with third parties. See our Privacy Policy

Start again

Oops...

Something went wrong. Please refresh the page and try again or email [email protected] and we'll be happy to help.