I was recently interviewed by Lee Roberston for the Octo Members podcast.
We discussed what Money Alive can offer advisers and how its platform has evolved in response to adviser user feedback. Our interview also covered Money Alive’s involvement in the PFS Gold Standard Transfer initiative, compliant triage, pension freedoms journeys, our plans for future content and how advisers are using Money Alive for client education, risk management and, increasingly, for reaching out to new customers. It takes around 24 minutes to hear the whole discussion.
