Money Alive

Money Alive Office - helping advisers ACE Consumer Understanding.
Video Canvas - Personalised & interactive video experiences for members, clients & customers.

[Money Alive @MoneyAliveLtd]

Webinar: Consumer Duty and the FCA's new Sustainability Disclosure Requirements

Join us tomorrow at 09:30 to hear insights from Money Alive CEO Andy Kirby, Lee Coates OBE, and Elly Dowding of ESG ACCORD as they delve into the new rules. Register below:

https://t.co/qVps6gk7Cr

[Money Alive @MoneyAliveLtd]

2/2

🌟 Featuring Expert Speakers: Michael Lawrence (ex FCA), David Owen & Paula Lawson

📅 Dates: Dec 13 @ 9:30AM & Dec 14 @ 2:00PM

Can't join us on the 13th? Register for the session on the 14th below 👇
https://t.co/HFf3IwfGLl

[Money Alive @MoneyAliveLtd]

1/2

Last week’s FCA Consumer Duty webinar urged firms to “be proactive” and “don’t wait for us to intervene”. With this in mind, join us for a webinar where we’re looking into the WHAT, WHY and HOW for improving client comprehension - a key FCA focus.
https://t.co/vW8ZojENG1

[Money Alive @MoneyAliveLtd]

Can't make it on the 13th? No worries! We have another session on Dec 14 at 2:00PM.

👇 Register
https://t.co/HFf3IwgeAT

[Money Alive @MoneyAliveLtd]

🚀Webinar Alert!

Join us to master Consumer Understanding in your advice process.

🌟 With Experts: Michael Lawrence (ex FCA), David Owen & Paula Lawson

📅 Date: Dec 13 9:30AM

👇 Register for key insights

#regtech #consumerduty #financialadvice
https://t.co/tp9TTYtM9L

[Money Alive @MoneyAliveLtd]

🆕 We recently released a guide for financial advisers on how to Achieve, Check & Evidence (or ACE for short) client understanding, written with compliance expert Carla Langley.

👇 Download free of charge. https://t.co/1kYE3YC6SP

[Money Alive @MoneyAliveLtd]

@time4advice @TruePotential_ . Good luck to you all!

[Money Alive @MoneyAliveLtd]

Having won Professional Adviser’s ‘Best Technology Provider’ back in 2021, we are thrilled to be shortlisted for this year's award too!

We are up against some stiff competition: @dynamicplanner @IgnitionAdvice @IntellifloLtd MICAP Model Office @nucleuswrap @seccltech

[Money Alive @MoneyAliveLtd]

Join Andy Kirby next week to see how Money Alive can help you ACE client understanding!

https://t.co/0cYBMsHaWY

[Money Alive @MoneyAliveLtd]

In Partnership sign up with Money Alive as part of its response to the Consumer Duty. Read more: https://t.co/AtcLaAFfhw

[Money Alive @MoneyAliveLtd]

CPD Webinar - Annuities, beauty is in the eye of the policyholder

Join Money Alive's CEO and co-founder Andy Kirby and Retirement Line's @mdmormston for our CPD webinar on the 5th October at 9:30am.

Learn more and register:

https://t.co/q7VnGmXZro

[Money Alive @MoneyAliveLtd]

𝗧𝗵𝗲 𝗙𝗖𝗔'𝘀 𝗻𝗲𝘅𝘁 𝗺𝗼𝘃𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗲𝗹𝗲𝗮𝘀𝗲 𝗮𝗱𝘃𝗶𝗰𝗲 𝗺𝗮𝗿𝗸𝗲𝘁? 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 𝗪𝗲𝗯𝗶𝗻𝗮𝗿
Join Andy Kirby & @Just_Adviser’s Malcolm Tyrrell for a short discussion re the FS Consumer Panel’s recent report. Register: https://t.co/x2PaGXb7oY

[Money Alive @MoneyAliveLtd]

"Are you talking to me?" Thanks @mdmormston for your inspired panel session. It was a highlight from our presentation at the Shard last week where we launched Video Canvas. To find out more about personalised and interactive video communication, check out https://t.co/kacuJcIpQX

[Mark Ormston @mdmormston]

Big thank you to ⁦@MyMoneyAlive⁩ & the whole ⁦@MoneyAliveLtd⁩ team for yesterday's event.

Huge thanks to the panellists & audience for being so brilliant & engaging in the session I played I small part within.

A great afternoon, thank you! https://t.co/x2FEuGPhDl

[Money Alive @MoneyAliveLtd]

The FCA’s Consumer Duty should be on every financial adviser's radar. What does it mean for firms and what should they be thinking about?

We're holding a 45 minute webinar on Tuesday March 8th regarding the Consumer Duty featuring Johnny Timpson OBE.
https://t.co/9nOtW7kFxF

[Money Alive @MoneyAliveLtd]

Equity Release Box Set - the results are in. So far 100% of adviser’s clients who have watched Money Alive's new box set have said they valued being given access to it. Find out more in our short blog: https://t.co/ySL8NBroDK

[Money Alive @MoneyAliveLtd]

Last week we held a 20 minute webinar giving adviser's clients' feedback on our recently launched Equity Release box set.

Advisers found it helpful and we are running two more sessions on the 25th and 27th in case you missed it.

Register here: https://t.co/ZnCEfywfnc

[Money Alive @MoneyAliveLtd]

Communication, engagement, and the Consumer ‘line of’ Duty (as enjoyed by the FCA): https://t.co/VCYvVMZgLq

[Money Alive @MoneyAliveLtd]

Join CEO Andy Kirby, Ian Beestin and Nigel Bergin for a webinar which covers a snapshot of the current market as well as a refresher on important areas for you and your clients to cover.
CPD is available.
Register here for the webinar at 9:30am tomorrow:
https://t.co/SEEmaPyISs

[Money Alive @MoneyAliveLtd]

Your final chance to join the upcoming Money Alive CPD webinar on all things State Pension - join CEO Andy Kirby at 9:30am tomorrow for your 45 minute CPD webinar slot.

Register here: https://t.co/FW9dTGeEVZ
#ifa #fintech #webinar #statepension

[Money Alive @MoneyAliveLtd]

Join us tomorrow at 9:30am for a 45 minute webinar on the changing landscape of Defined Benefit Transfers - CEO Andy Kirby will be delving into the market and regulatory conditions that have brought about changes in the last couple of years: https://t.co/NfsWeBIhZP
#ifa #fintech