Drawdown Review box set is now live – Read more

Subscription plans

  • Starter

    £ 159 / mo

    £99 setup fee

    500

    journey credits PA

    2

    system users

    Select plan
  • Team

    £ 295 / mo

    £245 setup fee

    1,500

    journey credits PA

    4

    system users

    Select plan
  • Large business

    £ 495 / mo

    £495 setup fee

    3,000

    journey credits PA

    8

    system users

    Select plan

All plans are min 12 month contract and exc VAT.

Box sets included

Final Salary

1 box set

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

Pension Freedoms

2 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.

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.

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
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.

Signup forms
Signup forms

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

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.

Notes
Notes

Ability to add a file note to client journey reports.

Client outcomes
Outcomes

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

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

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