Providing you with impartial information

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:
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