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In a survey of over 1,400 viewers, 98% valued their adviser giving them access to Money Alive.
In the same survey, 90.9% stated Money Alive supported them in making a better decision.
Advisers consistently feedback that by educating their clients upfront they are having better informed and more productive meetings.
All of our content is written and reviewed by experts and, where appropriate, accredited by the Pensions Management Institute.
With over 100K viewings to date, our box sets contain multiple video chapters on key financial topics in a purpose-built video player that gently support clients learning at their own pace.
Why not check out all of the benefits of the Money Alive platform with a no obligation FREE trial. You can preview the box sets and use with real clients for 7 days.
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
Incredibly helpful - a fundamental part of our DB process
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.
It's very good.
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!!
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
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.
The best way to do this is with a trial. Simply sign up and once signed in click the box sets button on the left.
No, it’s completely free and you’re under no obligation to purchase anything.
Neither actually. We have three plans that have a different number of system users and annual credit limits. This way you get total flexibility of assigning the right box sets in any way you choose.
These trials are for the standard SaaS platform (See how Enterprise differs) Get in touch with our Enterprise team to find out more.