PruFund videos powered by Money Alive

Our interactive videos smooth client engagement, simplify recommendations and support your service.

Boost client engagement in a hybrid advice world

Drive client understanding and engagement with interactive video content on PruFund that easily fits your hybrid advice approach and helps you meet Consumer Duty requirements.

Access free videos


"It’s clear and simple, it tells the story well and the message is easy to understand."

Investment specialist on the PruFund Explainer video

 

Trusted tools for advisers, real value for clients

Empowering your client service with interactive videos

M&G, in partnership with Money Alive and Intelliflo, empowers advisers in today’s hybrid advice world with clear, engaging video content on PruFund.

Building client confidence with proven performance

For over 20 years, PruFund has supported wealth and retirement planning. Our free-to-share client-facing PruFund Explainer and Refresher videos enhance client engagement and understanding, and support Consumer Duty requirements.

Access the free PruFund Explainer and Refresher videos

Use PruFund Explainer to support confident client recommendations at onboarding. At review time, PruFund Refresher helps reinforce why you recommended PruFund to your clients.

Not an Intelliflo member

How to access the free-to-share PruFund videos: 

  1. Register: Fill out the registration form
  2. Generate link: Share the unique link with your client
  3. Engage & track: Use analytics to track & drive engagement

Already an Intelliflo member

To send the PruFund videos via Intelliflo you have two options:

  1. From your Intelliflo dashboard, go to ‘Library’ > ‘Videos’, select the PruFund video, and click to share it with your clients.
  2. From the client record, click ‘Videos’ in the left menu, choose the PruFund video, and send it directly to your client

In both cases, your client gets a notification and can watch the video in the Personal Finance Portal


“The questions helped me understand better how PruFund works and think critically about how key features such as EGRs, UPAs and smoothing all work together.”

Customer on the PruFund Explainer video recap
 

For clients For your business
  • Clear understanding
    Interactive visuals and simple language make PruFund easier to understand.

  • On-demand convenience
    Clients watch anytime, revisit key points, and feel more confident.

  • Stronger engagement
    Video keeps clients interested, informed, and connected to their plan.

  • Consistent offer
    Every client gets the same clear explanation of PruFund.

  • Time-saving efficiency
    Share once, use often save time across meetings and clients.

  • Hybrid-ready and Duty-aligned
    Built for hybrid advice, with quizzes and audit trails to support Consumer Duty.

Frequently asked questions

The Explainer introduces clients to how PruFund works, while the Refresher reinforces key concepts prior to your annual review meeting, covering diversification, smoothing, Expected Growth Rates, and more. These videos are free for you to use and share with your clients.

By making complex concepts easy to understand and revisiting them at key touchpoints, the videos help clients stay informed, confident, and committed to their long-term goals.

They help demonstrate client understanding through interactive, optional quizzes and provide an audit trail, supporting your obligation to deliver clear, fair, and not misleading communications.

They’re integrated with Intelliflo, making it easy to send, track, and review engagement directly within your existing workflow.

No specialist setup is required. Sign up here to generate a unique, tracked link to send to your client, or log into your Intelliflo dashboard where you’ll be able to access and share the videos via a tracked link.

Enhance your client support now

Access free videos