At Heritage, we believe it is our responsibility to provide you with as much information to improve your financial knowledge. The power of short, jargon free videos, is a great way to communicate with consumers who seek financial advice.
In order to remain impartial, we’ve partnered with Money Alive to bring you free access to their interactive educational videos. Each topic is explained by a ‘box-set’. All of the content is written and reviewed by experts and, where appropriate, accredited by the Pensions Management Institute.
According to Money Alive:
93.9% of viewers agreed they were better informed ahead of their advice meeting
97.8% 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
150k is the number of videos watched on the Money Alive platform since launch
This comprehensive box set covers the benefits of staying in a Defined Benefit scheme and explores the implications of transferring out Includes information on tax, risks, death, as well as other topics and case studies too. This box set is accredited by the Pensions Management Institute and is part of the PFS Gold Standard.
This box set covers important factors about buying an annuity including inflation, joint life, and health & lifestyle. Showcases many of the areas an adviser can add real value to a client considering this secure retirement options. This box set is accredited by the Pensions Management Institute.
This box set will allow clients to think about using the drawdown option when taking their pension benefits. Covers the key factors and considerations about this approach including flexibility, risk and tax. Showcases many of the areas an adviser can add real value to a client considering this at retirement option. This box set is accredited by the Pensions Management Institute.
The box set is designed to give clients impartial education about all their pension freedoms options starting with a brief summary followed by more detailed information on drawdown, annuity, lump sums, take it all and leave it. Each option includes a case study to bring the learning to life. The viewer has the option to select and watch more detailed videos about drawdown and annuity if they wish. This box set is accredited by the Pensions Management Institute.