News

Whistlestop video tour of Lifetime HQ

We were delighted to have a ‘film day’ at Lifetime – with a production company coming in to make some promotional videos for us.

And here is a whistlestop video tour of our HQ in Dodworth, Barnsley.

Enjoy!

A bucket, but not as you know it!

Can a bucket change your life…….?

It could well do!

Once we have discovered what is important to you and how you want to live your life, we put together a financial plan with you.

We create this plan by using a financial bucket – to illustrate what your present picture looks like and how likely it is you will be able to live the life you want now and in the future.

The plan is yours and will tell you the “Truth” about your financial situation and give you an accurate picture of what it will look like in the future.

We will be able to work with you to see how realistic your present plans are and if needs be put together a plan to help you achieve the life you want.

Here is Lifetime director William Bottomley drawing the ‘financial bucket’.

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 clients up and down the country and the referral scheme has now raised a total of £30,878.55.

  • 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.

 

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 often feel “diminished” when speaking to a financial adviser. The report highlighted that many women were likely to leave their money in a bank because they were so put off dealing with male financial advisers.

The report also suggested that financial services needs to ‘adapt and evolve’, in order to engage better with female clients and one of the report’s backers suggests one way to do this is to recruit more female financial advisers.

Well, here at Lifetime we have four qualified female advisers – who we firmly believe stand out from the rest.

They certainly do in our new online and social media promotion of them!

Once there were Charlie’s Angels………well now there are Lifetime’s Angels!

Tracey Warring, Janette Town, Karen Lodge and Jennifer Broadhead (pictured above, left to right) – are firm advocates of women in business, and as financial planners are ready, willing and able to pass on their expertise and knowledge to clients.

They are also happy not to take themselves too seriously! Which is rather a good thing, especially when we proposed a ‘social media make-over’ for them!

Back in the day, Charlie’s Angels were brilliant at tracking down and capturing criminals in their own unique style.

Well, Lifetime’s Angels are equally adept when it comes to delivering top quality financial advice!

And here they are in their eye-catching ‘cartoon Angels’ form!

 

Said Lifetime Communications Director William Bottomley: “Our challenge is always to get financial planning – often a difficult, complicated and ‘dry’ subject – over to the public in an engaging and unique way.

“We want to pique people’s interest in this vital subject that will affect the rest of their lives – and so if we can get people talking and thinking about financial planning – and the importance of having female input into the industry – through our social media characters then we feel we are doing our bit!”

Once they have have discovered what is important to you and how you want to live your life, Lifetime’s Angels will put together a financial plan with you.

They create this plan by using a financial bucket to illustrate what your present picture looks like and how likely it is you will be able to live the life you want now and in the future.

The plan is yours and will tell you the “Truth” about your financial situation and give you an accurate picture of what it will look like in the future. The Angels will be able to work with you to see how realistic your present plans are and if needs be put together a plan to help you achieve the life you want.

If you need financial advice, then don’t hesitate to get in touch! Lifetime’s Angels could be the answer to your prayers!

  • Our fabulous quartet will be on regular show via our social media platforms:

Twitter: https://twitter.com/LifetimeFM

Facebook: https://www.facebook.com/LifetimeBarnsley/

Linkedin: https://www.linkedin.com/company/lifetimefm

 

 

 

 

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 staff members Hayley, Elaine, James and Charlie (see picture below).

Said Simon: “We are very, very grateful to Lifetime for the regular donations we receive from their referral scheme.

“It is a fantastic initiative and we are so pleased that Lifetime and their loyal clients think of us and do so much to help.”

  • This latest Barnsley Hospice cheque took the Lifetime Referral Scheme total to £30,478.55.
  • 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.

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 anxiety clients have is that they will run out of cash before they reach the end of their lives.

“With just three key variables – pension and other income, investment values and expenditure levels – monitoring this position and adjusting for movements in any of them should be central to client reviews. The original long-term cashflow forecast for a client should set the basic parameters for the rest of their lives.”

In its recent consultation, the Financial Conduct Authority has asked whether cashflow planning should be used for defined benefit transfer analysis, having already strongly hinted it should certainly be for clients in decumulation, in particular.

Just under four out of 10 advisers (39 per cent) use cashflow planning for at least three-quarters of their retirement clients.

And 43 per cent only use the technique on less than a quarter of those clients – or none at all!

Here at Lifetime we use the fantastic cash flow modelling software from Prestwood Truth to help put together a client’s financial plan. It helps us tell them the truth about their money.

  • You can read Danby Bloch’s excellent piece in full, here:

Danby Bloch: Why cashflow planning is king

World food celebrated at Lifetime House!

The Lifetimers came together on Monday – some of them in their Halloween costumes – in a celebratory world food event.

The company’s new social area was the perfect venue – and the food, most of it having been made by the staff’s fair hands(!) – went down an absolute treat.

Food linked with the following countries was on display:

Holland (Annabelle); Italy (Nicola); Ireland (Lucie); India (Hayley); France, savoury (Jill); Spain (Miles); Germany (Michael); Wales (Scott); Austria (Sue); Greece (Mathew); Japan (Amy); China (Natalie); Sweden (Shelia); France, sweet (Bill); Scotland (Brian S); England, savoury (Sarah); USA, savoury (James); Switzerland (Danny); England, sweet (Elaine); Mexico (Joe); Turkey (Macy).

  • Pictures courtesy of Annabelle Dickinson.

 

 

 

 

 

Vision and values at the forefront of Lifetime staff meeting

Vision, values and employee engagement were at the forefront of an informative Lifetime staff meeting at Wortley Hall near Sheffield on Monday morning (October 9).

Managing Director Ian Dickinson and fellow directors Brian Skelton and William Bottomley (all pictured below) delivered engaging presentations which gave the staff an insight into the potentially glittering future of the Yorkshire-based company.

Lifetimer Annabelle Dickinson was on hand to capture a few other snapshots of an excellent event – which finished with a lovely lunch in such eye-catching surroundings.

 

Hip Hip Hooray! Lifetimer Luke passes financial planning exam

Lifetimer Luke Worthy is one happy chap – after passing his latest financial planning exam.

Luke (pictured below), a former University of Sheffield graduate, had been studying hard and all that work paid off as he passed with flying colours and now becomes a qualified financial adviser.

Well done Luke – many congratulations!