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Interactive video box sets to build your client’s knowledge

Engagement through education

  • Valued client engagement

    In a survey of over 1,400 viewers, 98% valued their adviser giving them access to Money Alive.

  • Better client decisions

    In the same survey, 90.9% stated Money Alive supported them in making a better decision.

  • Meeting ready clients

    Advisers consistently feedback that by educating their clients upfront they are having better informed and more productive meetings.

  • Expert and impartial video content

    All of our content is written and reviewed by experts and, where appropriate, accredited by the Pensions Management Institute.

  • A tried and tested user experience

    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.

How Money Alive works

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Our impact

number of videos watched on the Money Alive platform since launch
of viewers agreed they were better informed ahead of their advice meeting
of viewers valued their adviser giving them access to Money Alive
is the average score viewers gave the quality of Money Alive's information

What's being said about Money Alive?

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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
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
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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