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:
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

Final Salary

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.

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Guaranteed Income

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.

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Drawdown Reviews

This box set covers key ongoing considerations for clients already in drawdown and supports the adviser’s regular review process. Covers areas that the Financial Conduct Authority consider important components of a good review process.

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Flexible Income

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.

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Pension Freedoms

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.

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Business Protection

This box set covers important factors about protecting your business including key person protection and shareholder & partnership protection.

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