Monthly Archives: November 2017

Number of hospices benefiting from Lifetime referral scheme rises to 21

The number of hospices that have benefited from Lifetime’s referral scheme has now risen to 21. On Tuesday morning our Driffield-based financial planner Robert Bligh, resplendent in his pink tie, was a welcome visitor to the newest hospice on our ever increasing list, Dove House Hospice in Hull, to present a £400 cheque (see picture below). Lifetime have…

Lifetime’s Angels on mission to make finance more female focussed!

Lifetime’s Angels are on a mission – to make financial services more female focussed! A report from research firm Kantar (October 2017) stated that women find the world of financial services “aggressively masculine” – and that deters them from seeking financial advice or buying financial products. Kantar sought views from 30,000 women and concluded that women…

Latest Barnsley Hospice cheque takes Lifetime referral scheme over £30k mark

Lifetime’s Hospice Referral Scheme has now generated over £30,000. Twenty hospices up and down the country have benefited from the referral scheme (http://lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/), none more so than Barnsley Hospice. And on Tuesday morning (November 21)  Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome visitor to Lifetime House to receive a £600 cheque, presented to him by…

Double delight as Lifetimers Joe and Charlie pass RO1 exam

Congratulations are in order for Lifetime trainee financial planners Joe Musson and Charlie Parker. Joe and Charlie (both pictured below) have passed the RO1 financial planning exam and are understandably extremely happy! All their colleagues are thrilled for them too. Well done Joe and Charlie!

More advisers should use cashflow planning says senior financial figure

A senior financial figure wants to see more cashflow planning used by advisers – something we heartily agree with here at Lifetime. In his piece for www.moneymarketing.co.uk, Danby Bloch, the chairman of Helm Godfrey and consultant at Platforum, commented: “Cashflow planning and monitoring provides a core tool to enrich advice and justify annual fees to clients. The main…