Reduce regulatory & commercial risk with evidence of client engagement and understanding

How does Money Alive reduce risk?

  • Full evidence of client engagement and understanding

    Download full evidence packs for every client with archive copies of videos watched, questions asked and email invitations. As well as being easy to download your own client reports, they are also stored as a backup in the Money Alive vault.

  • Supports the PFS gold standard

    If you are giving advice on DB transfers, using Money Alive will help you meet principles 1 and 8 of the industry recognised PFS Gold Standard Transfer Process. In addition, the ability to tag client journeys upon completion with predefined outcomes puts company-wide enquiry/review/transfer data at your finger - absolute gold for both the regulator and your PI provider.

  • Meeting ready clients

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

  • Backed by PII professionals

    “We have insurers in the market now that, if you use Money Alive, will take a far more positive view of your risk.” – Dan Kelly, Onyx Insurance.

    “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

  • Input from specialist financial services lawyers and legal experts

    We consult with a specialist financial services lawyer and use their insight and experience representing advisers who have faced complaints to minimise the risk of advisers who use Money Alive finding themselves in a similar situation.

  • Capture client questions upfront - know your customer

    Checking through your client's questions once they have completed a box set is a great way of knowing and evidencing what they do and don’t know!

  • Removes any perception of adviser bias

    By including impartial 3rd party education as part of your advice process you can reduce any perception of any adviser bias. Useful evidence for the regulator too.

  • Supports a consistent advice process

    Impartial education, consistently delivered, means your clients begin their advice process with the same information which you can expand as necessary as they proceed along their advice journey.

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?

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
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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