Monthly Archives: September 2016

Glowing testimonial for Lifetime’s Pension Professionals!

Lifetime’s Pension Professionals have received a glowing testimonial from an independent trustee of a company. Donna Hobbs is an independent trustee of a well respected company who invited Lifetime directors William Bottomley and Rupert Smith (pictured below) to talk to them about financial planning and in particular retirement planning. Said Donna: “I joined a presentation…

Number of hospices given Lifetime referral scheme donations hits 20 mark

The number of hospices who have benefited from Lifetime’s referral scheme has now hit the 20 mark. Lichfield-based St Giles Hospice (pictured below) has become the latest to be chosen for a donation from the referral scheme. A cheque for £151.46 is winging its way to St Giles, after being picked by a Lifetime client of our director William Bottomley. Lifetime…

Lifetime’s Here Is A Man animation to feature in Sheffield ‘short film night’

Lifetime’s ‘Here Is A Man/Big Questions’ animation is to be screened in Sheffield next week, as part of a ‘Showroom Shorts’ film night. The event, hailed by organisers as ‘the best short film night in the region’ will be held at The Showroom Cinema, Paternoster Row, Sheffield on Tuesday (September 27). Commencing at 9pm, there  will…

Lifetime enjoy ‘sweet success’ and plenty of chat at Yorkshire Business Festival!

A number of Lifetime ladies attended the Yorkshire Business Festival at Tankersley Manor on Tuesday. Lifetime had a stand at the event, which has been organised by Yorkshire Ladies Links and celebrates Women in Business. Over 700 tickets were sold for what proved to be another terrific occasion, featuring some inspirational speakers.   Our female financial planners and…

‘Makes my job worthwhile’ says financial planner Robert after cancer-hit client sends message while heading for Venice!

Lifetime financial planner Robert Bligh says a text message, received from a client who is ‘living life to the full’ after having a second opinion on his cancer, makes his job worthwhile. Robert (pictured below) joined Lifetime last November – and is mainly based at our offices in Driffield. The client in question was the…

More lovely mortgage testimonials for Lifetime ladies Karen and Tracy!

Lifetime ladies – and dedicated Mortgage Advisers – Karen Lodge and Tracy Ward have received glowing testimonials this week.. The clients, clearly happy with the service provided by both advisers, were effusive in their praise Asked ‘how did you find the process’, a client commented on their dealings with Karen (pictured below): “Well presented, easy to…

Government says it will introduce a ‘Pensions Advice Allowance’

The Government says it will take on board recommendations in the Financial Advice Market Review and introduce a Pensions Advice Allowance, which will allow people to take £500 tax free from their DC (defined contribution) pension to help pay for the cost of financial advice. The tax-free amount would be in addition to the normal 25% tax free…