News

Lifetimers brave tough conditions on Snowdon to raise charity cash

Five Lifetimers braved very tough conditions to raise charity funds at the weekend.

James Fisher, Luke Worthy, Charlie Parker, Joe Musson and Danny North took part in the 2017 Invesco Perpetual Snowdon Challenge, raising much-needed cash for the Youth Adventure Trust.

After the gruelling two-day event, the five Lifetimers received the following, lovely message from the Trust:

“I am hoping that by now you are all feeling a huge sense of achievement, even if your legs are still a bit sore!  Snowdon gave us all some challenging weather conditions to deal with, and you all still came through smiling at the end.  I just wanted to say a very heartfelt thank you for taking on the challenge, now in it’s tenth year and for raising such an incredible amount of money.

“£118,000 from this year’s 30 teams will mean that 35 vulnerable young people will be able to participate in our programme, helping them to transform their lives.

“Yesterday we received an email from one of our young people who has some challenges of her own and has just finished our programme:

“‘I enjoyed the activities we did because they were really fun and made me learn stuff, like when we were abseiling down a cliff I learnt that I don’t have to be afraid because as it got close I was crying, but I still did it and it was great. I have made loads of new friends there from lots of other schools and still talk to some of them and it has made me a bigger person so I just want to say thanks.’

“On behalf of everyone at Youth Adventure Trust and all our young people – a huge thank you.”

 

– Philippa Cox, Corporate Partnerships Manager, Youth Adventure Trust

Only a high quality, specialist service will do when it comes to ‘Defined Benefit’ decision

Legendary investor Warren Buffet’s well-known adage, ‘Price is what you pay, value is what you get’ – or even the famous firefighter Red Adair’s view that ‘if you think it’s expensive to hire a professional wait until you hire an amateur’ – certainly comes to mind when the subject of transferring out of a defined benefit (final salary) pension scheme crops up.

There are difficult decisions to make when it comes to transferring out a DB scheme.

Is it beneficial?

If I do go ahead where is the best place to invest the proceeds?

How do I draw upon my ‘pot’ of money in retirement?

Questions, questions…….

You could be forgiven for falling into the ‘do I, don’t I, I’m not sure?!’ category!

It is a complex matter – and far too much for someone not steeped in pension knowledge to carry out on their own.

Indeed, anyone looking to transfer out of a defined benefit scheme needs to call upon the services of a company with three major things going for them:

1: pension specialist(s)

2: a knowledgeable financial planner

3: Professional Indemnity Insurance

Given the complexity and extent of work needed to bring about a smooth and successful DB transfer – allied with subsequent investment and the open-ended potential regulatory issues that can arise in such cases – then the customer or client has to be aware that it won’t be cheap.

And there is the potential for them to be advised to NOT transfer out of the DB scheme, yet a fee will still have to be paid for the work done. Some people might well baulk at that prospect, but just think, they may well have just been prevented from making a huge mistake that would affect them for 25, 30 years or more, and cost them a great deal of money.

Now surely, remembering Red Adair’s quote, that is worth paying for………

  • Here at Lifetime we have a specialist pensions department that has over 150 years of combined experience in the pensions and financial services industry. Get in touch now, by telephoning 01226 208600 or emailing Tom Nelson at t.nelson@lifetime-fm.com

 

Intrepid Lifetimers all set for a (hopefully not wet) weekend in Wales!

Five intrepid young Lifetimers are all set for a 9hopefully not wet) weekend in Wales!

Luke Worthy, James Fisher, Joe Musson, Charlie Parker and Danny North all face a tough challenge – but for a very worthy cause.

The quintet have signed up to take part in the 2017 Invesco Perpetual Snowdon Challenge, and they are travelling to Wales on Friday afternoon (September 15) and will be pitching their tent ahead of the charity trek.

Lifetime director William Bottomley was on hand to help four of our Lifetimers with their bags (see picture above) as they waited for their fifth member, Luke, to arrive.

Now in its 10th year, the Invesco Perpetual Challenge has moved to the beautiful setting of Snowdonia.

On day one, teams will take on three Welsh Peaks, hiking 27 kilometres and hitting the summits of the mighty Snowdon, Glyder Fawr and Glyder Fach.

Day two will see the teams swapping hiking boots for cycling helmets and undertaking a 47km mountain bike trail, followed by a 5km canoe around the Llyn Peris reservoir.

Every team have been asked to raise £3,300 – the cost of sending just one child on the Youth Adventure Trust programme. For every team who raises the cash to take part in the challenge, one young person will be given the opportunity to take part in the Trust’s outdoor activities, helping them to: reach their full potential; learn valuable life skills; build confidence and self-esteem; and make a measurable difference to their lives.

Says trainee financial planner Luke: “Here at Lifetime we are committed to helping people live the lives they want – and this commitment extends beyond the office and our clients. We also strive to give something back to the community, something we have achieved through our referral scheme, which has seen almost £30,000 given to hospices since its inception.

“We are really excited about taking part in the Invesco Perpetual Snowdon Challenge – and raising funds for the Youth Adventure Trust.”

If you would like to contribute to this fantastic cause, please see the Lifetimers’ fundraising page: https://lnkd.in/dUBRkwY

And for information the remarkable work done by the Youth Adventure Trust, go to: https://lnkd.in/dmXnFm3

Lifetime ladies at Yorkshire Business Festival

Lifetime’s female financial planners attended Yorkshire’s largest networking conference for women on Wednesday.

Janette Town, Karen Lodge, Jennifer Broadhead and Tracey Warring joined hundreds of other business ladies at the Yorkshire Business Festival in Harrogate.

The event had been organised by Yorkshire Ladies Links for all women in business.

Lifetime ladies set for popular Yorkshire business event

Lifetime’s female financial planners will be at Yorkshire’s largest networking conference for women next week.

Janette Town, Karen Lodge, Jennifer Broadhead and Tracey Warring (pictured below) will join hundreds of other business ladies at the Yorkshire Business Festival in Harrogate on Wednesday, September 13.

The event has been organised by Yorkshire Ladies Links for all women in business.

The Lifetime ladies are looking forward to chatting to the delegates from our stand, informing them about how we help people live the life they want to live – and tell the truth about money.

Karen passes final exam to become Lifetime financial planner

Lifetimer Karen Lodge is one happy lady – after passing her final exam and becoming a financial planner with our company.

Karen (pictured below) had been studying hard and all that work paid off as she passed with flying colours.

Well done Karen – many congratulations!

Charity bake sale raises cash for Lifetime ‘trekkers’!

Lifetime staged a charity bake sale and raffle at their Barnsley headquarters on Wednesday – and raised over £500 for a charity trek.

Lifetime’s intrepid ‘young guns’ Luke Worthy, James Fisher, Joe Musson, Charlie Parker and Danny North are taking part in the 2017 Invesco Perpetual Snowdon Challenge – and their work colleagues put their baking skills to good use in order to help them raise the necessary funds.

Now in its 10th year, the Challenge has moved to the beautiful setting of Snowdonia. On day one, teams will take on three Welsh Peaks, covering 27 kilometres to the top of the mighty Snowdon, Glyder Fawr and Glyder Fach. Day two will see the teams swapping their hiking boots for cycling helmets and undertaking a 47 kilometre mountain bike trail, followed by a 5k canoe around the Llyn Peris reservoir.

Every team are asked to raise £3,300 – the cost of sending just one child on the Youth Adventure Trust programme.

To help get to that figure, Lifetime House was the venue for a delicious bake sale. The invitation sent out to neighbouring businesses was gratefully received – and the goodies quickly gobbled up!

The raffle, to win either wine, prosecco, chocolate, a two course meal for two at Parker’s Café and Brasserie and a Go-Kart voucher at Tyke Racing, plus other prizes, went extremely well. Oh…..and a dance routine by the ‘Snowdon Gang’ (to a Britney Spears hit record) earned them £100 from Lifetime financial planner Jen!

The total raised from Wednesday’s fund-raising efforts was £518.72.

Also, at the weekend, our young ‘trekkers’ got their hands on £1,000 – after delivering a ‘silver service’ for the ‘Lifetime Ladies Night’!

If you would like to contribute to the fantastic cause, please see the following fundraising page from our young Lifetimers: https://lnkd.in/dUBRkwY

And for information the remarkable work done by the Youth Adventure Trust, go to: https://lnkd.in/dmXnFm3

  • Thanks to Lifetimer Annabelle for the pictures!

 

 

Exam success for Lifetimer Catherine

A key member of Lifetime’s top class Pensions/Retirement Solutions department is celebrating exam success.

Pensions analyst Catherine O’Dowd (pictured) has received the brilliant news that she has passed her RO4 exam.

Hip Hip Hooray! Well done Catherine!

Cause for celebration as Lifetimer Scott passes final mortgage exam!

Lifetimer Scott Kershaw is celebrating – after passing his final mortgage exam!

Scott (pictured below) had been studying hard while carrying on his duties as mortgage administrator at our Barnsley headquarters – and now he is on his way to being a mortgage adviser with the company.

Well done Scott – many congratulations!

Fancy being a Lifetimer? Two exciting jobs on offer!

Lifetime is seeking fresh inspiration in the form of a new office administrator and a new receptionist.

We want someone with individual flair allied with a tremendous team ethos, someone who wants to progress and thrive with a dynamic, high performing company who puts people at the very heart of everything they do.

Sounds grand?! You’d better believe it!

For both roles we would look for a person with:

  • Excellent attention to detail
  • Adaptability and flexibility, someone who is enthusiastic to new ideas and approaches
  • Ability to work effectively on their own or as part of a team
  • A friendly, intuitive telephone manner
  • Solid typing skills, together with knowledge of both Microsoft Word and Excel
  • Good communication
  • Empathy, understanding and rapport
  • Professionalism
  • A determination to be ‘the best they can be’

Hours are predominantly 9-5, Monday to Friday and remuneration is negotiable for the right person.
If you are ‘the one’ for us, then please email l.haxby@lifetime-fm.com and attach your cv.

NOTE: The closing date is 2nd August, 2017.