Money Alive's DB transfer videos hit 30,000 viewings

Money Alive offers educational videos for consumers, which can be used as an alternative triage service to the traditional face-to-face service offered by advisers during the defined benefit (DB) transfer process. The firm claimed "hundreds" of advisers were now using the portal, including representatives of Openwork, Succession and BRI Wealth Management. Tideway launches DB transfer videos for potential clients Last year Professional Adviser revealed consolidator Fairstone had ditched the traditional triage element of its DB transfer process, opting instead to use Money Alive's ed...