Monthly Archives: June 2016

Referral scheme cheque presented to Barnsley Hospice

Lifetime were delighted to hand over another cheque from our referral scheme to our good friends at Barnsley Hospice on Wednesday. Despite the miserable weather outside, there were smiles aplenty in the Lifetime office as our financial planner Janette Town presented Hospice fundraiser Samantha Silverwood with a cheque for £380.00 Hospices up and down the country have…

Top trio join a top team! Lifetime’s new financial planners raring to go!

Lifetime is delighted to welcome three new financial planners, Tracey Warring, Kris Booth and Mal Ward. The experienced trio have gone through a week-long induction course and are now ‘raring to go’. Lifetime Director and General Manager Brian Skelton, along with Business Development Manager Neil Hodgson, ran the induction, and on Friday afternoon Brian reflected:…

Three more Lifetime referral scheme cheques delivered to hospices

Three more Lifetime referral scheme cheques have been delivered to hospices. Wakefield Hospice, Bluebell Wood Children’s Hospice (pictured below) and Overgate Hospice are the latest recipients of our referral scheme donations. For all introduced clients to Lifetime, we donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your…

Lifetime financial planner Daryl delighted with exam success

Lifetime financial planner Daryl Clarke is a very happy chap! Daryl (pictured below) was delighted to receive confirmation that he has passed his AF5 exam. He is now just one [successful] exam away from chartered status. His colleagues were thrilled for him and passed on their congratulations.    

Third of workers still do not have retirement plan suggests survey

A third of workers still do not have a retirement plan, according to a new survey. The research, carried out on behalf of by Aegon, has found that workers are not setting up a proper financial plan for their retirement. The survey of 14,400 employees and 1,600 retired people across 15 countries resulted in the following…