Drawdown Review box set is now live – Read more

Save time and focus on meeting ready clients, not admin

How does Money Alive save you time?

  • Produces meeting ready clients

    In a survey of over 1,400 viewers 94.1% said they were better informed ahead of their adviser meeting allowing you to focus on their unique circumstances and objectives. Let Money Alive educate your clients upfront so you don’t have to.

  • Effortlessly supports your client triage

    Using Money Alive enables clients to positively opt-in to your advice process having built their knowledge sufficiently to recognise the value you can add as their adviser. This takes just a fraction of the adviser time it would have taken them to arrive at the same conclusion and can help you avoid getting embroiled in lengthy and fruitless conversations and correspondence.

  • It’s a digital FAQ library

    Get your enquirers and clients to pick Money Alive’s brains and not yours! Our box sets cover the fundamentals so you’ll avoid many of the frequently asked questions from clients.

  • Analyse what works best for your business

    The platform has features and can produce reports that can help you analyse client engagement, behaviour and outcomes from your different marketing approaches. The MI Money Alive produces can help you better understand your own marketing strategies and where they succeed and fail, allowing you to make better informed decisions on where to focus.

How Money Alive works

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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?

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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
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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