We want everyone to have the tools to help improve their financial knowledge.

So, we’ve partnered with Money Alive to bring you free access to their interactive, impartial, educational videos covering key financial topics.

Each topic is explained by a “box-set” of videos comprising a few short episodes. So, grab a cuppa, get comfortable, choose which box-set you’d like to know more about and start your learning!

Final Salary

This comprehensive box-set covers the benefits of staying in a defined benefit/final salary pension scheme and explores the implications of transferring out to an alternative arrangement. It includes information on tax, risks, death, as well as other topics and case studies.

Drawdown Review

This box-set is aimed at people who have withdrawn money from their pension via drawdown. It covers all the key considerations you need to think about, including how your money is invested and how much you can sustainably withdraw each year.

Pension Freedoms

Pension Freedoms were introduced in 2015 and revolutionised the way you can take money from your pension. This box-set gives a brief summary of the changes, followed by more detailed information about the options available to you when you come to retire.

Flexible Income

If you’re considering using drawdown to withdraw money from your pension, this box-set is for you. It covers everything you need to know about the options available to you, the flexibility drawdown offers, as well as the risks and tax implications.

Guaranteed Income

Using an annuity to convert your pension into an income is still the right option for many people despite the introduction of Pension Freedoms. This box-set covers everything you need to know about buying an annuity.

Understanding Long-Term Care

Many of us will need care in old age. However, the system is extremely complex and hard to navigate. This box-set provides you with invaluable information to help you understand more about the processes, funding, and the options available to you.

Business Protection

If you own a business, it’s important to ensure it can continue if you are ill or die while you are still in charge. This box-set explains the implications for you, your business partners and family of not having protection in place, as well as the options available to you.

Lasting Power of Attorney

Once you’ve lost mental capacity, it’s too late to set up a Power of Attorney. However, taking action now to set up a Power of Attorney means your loved ones will be able to make key decisions on your behalf if you’re not able to do so in the future.


Millions of people don’t have a will. If you’re one of them, it means the state, not you, will decide what happens to your assets and dependent children when you die. This box-set explains the importance of making and reviewing a will as well as some key considerations.

State Pension

For many people the State Pension is complex and confusing. In this video, you will find out key information such as the State Pension Age, how it’s calculated, where to go to get a forecast, and where you can examine your National Insurance record.

Protect yourself from scams

In today’s world, people need to be more aware of scams than ever before. These videos will help educate you on the threat of investment and pension scams, and the steps you can take to protect yourself.

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Useful guides

We've created two useful documents to help you find a Independent Financial Adviser and make sure you get the most from them.

16 Questions To Ask Your Independent Financial Adviser

How to find an Independent Financial Adviser

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