News

Exam success for Lifetime financial planner Paul

One of Lifetime’s senior financial planners is celebrating his latest exam success.

Paul Lee (pictured below) received the brilliant news that he had passed the ‘Later Life Financial Planning – first level 6 exam’ while he was watching the action at the 2017 Open Golf Championship at Royal Birkdale on Friday!

Many congratulations Paul!

Intrepid Lifetimers looking to hit cash summit for charity challenge

A group of intrepid young Lifetimers are facing a very tough challenge – but all for a good cause.

Luke Worthy, James Fisher, Joe Musson, Charlie Parker and Danny North are looking to take part in the 2017 Invesco Perpetual Snowdon Challenge.

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.

But the determined Lifetime quintet (pictured below) need your help.

Every team are 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 over £28,000 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 following fundraising page: https://lnkd.in/dUBRkwY

Survey suggests 20% of working adults still have no pension savings

A survey of 2,000 workers across the United Kingdom has revealed that one in five people still have no pension savings.

And, according to autoenrolment.co.uk, the survey showed that of those people that have saved for retirement, only 25% know just how much cash is going into their pension pot every month.

Another one in four people have no idea how much they have already saved.

The survey also suggested that average age people start saving into a pension is 27, while five per cent of respondents avoided or were simply unable to make payments until their 40s.

Bumper cheque for Ashgate Hospice from Lifetime referral scheme

Ashgate Hospice in Chesterfield has received a bumper cheque from Lifetime’s highly successful referral scheme.

Lifetime financial planner Daryl Clarke popped along to present Alison Ward-Foster (Ashgate Hospice Partnerships Manager, Fundraising and Communications) with a cheque for £1289.88 (see picture below).

Lifetime has now given over £28,000 to hospices via the company’s referral scheme.

The scheme, which the Yorkshire-based company introduced just over three years ago, has raised much-needed cash for 20 hospices up and down the country.

Said Lifetime MD Ian Dickinson: “The foundation of our business has always been the relationships we have had with our clients. We have grown through the recommendations and referrals we receive from them.

“We continue to develop that close relationship and give our clients, wherever they live, the opportunity to make a difference to their community.

“Together, we are making our referral scheme a great way of doing that.”

For more information on Lifetime’s referral scheme, go to: http://lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/

The 20 hospices who have received referral scheme cheques from Lifetime are as follows:

Barnsley, Wakefield, Rotherham, Bradford (Marie Curie), St Luke’s (Sheffield), Primrose (Bromsgrove), Bluebell Wood Children’s (Sheffield), Forget Me Not Children’s (Huddersfield), Scarborough, Kirkwood (Kirklees), Myton (Warwick), St Leonard’s (York), St Barnabas (Worthing), Lindsey Lodge (Scunthorpe), Ashgate (Chesterfield), Overgate (Elland), St John’s (Doncaster), St Gemma’s (Leeds), Martin House Children’s Hospice and St Giles (Lichfield).

Exam success for Lifetime quartet

Four members of Lifetime have chalked up notable exam success.

Karen Lodge and Tracy Ward passed their financial planning coursework, the second stage of their journey to becoming financial planners here at Lifetime, while trainee financial planner Luke Worthy also passed the latest of his exams.

And Scott Kershaw passed his mortgage exam.

Many congratulations all!

Over £27,000 now given to hospices through Lifetime referral scheme

Lifetime has now given over £27,000 to hospices via the company’s highly successful referral scheme.

The scheme, which the Yorkshire-based company introduced just over three years ago, has raised much-needed cash for 20 hospices up and down the country.

One of the latest cheques was presented  by Lifetime Mortgage Administrator Scott Kershaw at the recent Lifetime-sponsored Barnsley Hospice Golf Day at Silkstone.

Said Lifetime MD Ian Dickinson: “The foundation of our business has always been the relationships we have had with our clients. We have grown through the recommendations and referrals we receive from them.

“We continue to develop that close relationship and give our clients, wherever they live, the opportunity to make a difference to their community.

“Together, we are making our referral scheme a great way of doing that.”

The 20 hospices who have received referral scheme cheques from Lifetime are as follows:

Barnsley, Wakefield, Rotherham, Bradford (Marie Curie), St Luke’s (Sheffield), Primrose (Bromsgrove), Bluebell Wood Children’s (Sheffield), Forget Me Not Children’s (Huddersfield), Scarborough, Kirkwood (Kirklees), Myton (Warwick), St Leonard’s (York), St Barnabas (Worthing), Lindsey Lodge (Scunthorpe), Ashgate (Chesterfield), Overgate (Elland), St John’s (Doncaster), St Gemma’s (Leeds), Martin House Children’s Hospice and St Giles (Lichfield).

  • If you are happy with the service you have received from Lifetime and know of family, friends or colleagues you feel could benefit from this service; then we have found a way that will also benefit your local community.
  • For all introduced clients to Lifetime, we will donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice (http://lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/).

Lifetimer Daryl enjoys super exam success

Lifetime financial planner Daryl Clarke is celebrating a notable milestone in his career.

Daryl (pictured) is now recognised as a Chartered Financial Planner after passing the AFPS exam.

He said: “I worked very hard for this latest exam and I’m delighted that all that effort has paid off.”

Many congratulations Daryl on a super success!

Lifetime-sponsored charity golf day raises smiles – and plenty of cash – for Barnsley Hospice

Once again the Lifetime-sponsored Barnsley Hospice Golf Day proved to be a smash hit – with £5,560 being raised for a tremendous cause.

Silkstone Golf Club was the superb venue for teams from all over the Barnsley borough, who revelled in the lovely, convivial atmosphere.

The overall winners proved to be CK Beckett, who had former Barnsley star Martin Devaney in their ranks (pictured below with Lifetimer Scott Kershaw providing the cover from the rain!).

And the irrepressible Philip Rouse, on behalf of the CK Beckett team, took centre stage during the award ceremony afterwards!

Barnsley FC manager Paul Heckingbottom and ex-Oakwell chief executive Ben Mansford were part of another team that took part.

Said Lifetime Communications Director William Bottomley: “This is the fifth successive year that Lifetime has been the major sponsor of the golf day and once again it was a tremendous success – and hugely enjoyable.

“Thank you to all the teams and companies who took part and supported the hospice, raising vital funds for such a great cause.”

The Lifetime-sponsored Barnsley Hospice mascot, Oscar, also put in an appearance (pictured below), and was handed a cheque by Lifetimer Scott, for £114.71, raised from our hospice referral scheme (http://lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/).

 

Rotherham Hospice the recipient of Lifetime referral scheme cash

Rotherham Hospice fundraiser Sharon Thompson was a welcome visitor to Lifetime on Thursday afternoon.

Sharon popped along to our Barnsley headquarters to receive a cheque, for £400, generated from the highly successful Lifetime hospice referral scheme (http://lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/).

The cheque was presented to Sharon by our new trainee financial planners James and Charlie.

Through the referral scheme, Lifetime has now raised over £27,000 for 20 different hospices up and down the country.

 

 

Countdown on for 2017 Lifetime-sponsored Barnsley Hospice golf day

The countdown to the 2017 Lifetime-sponsored Barnsley Hospice Golf Day is now well and truly on.

The teams are gearing up to take part in the popular charity event, which is again being held at Silkstone Golf Club, on Friday, May 19 (12 noon start).

As well as being the main sponsors of the event – for the fifth successive year – Lifetime has also put forward a team, which will be led by managing director Ian Dickinson.