Monthly Archives: December 2018

Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to Christmas Day, all the festivities, and the onset of 2019, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year! The foundation of our financial management business has always been the relationships we have had with our clients. Lifetime has been built…

Lovely Lifetime ‘Christmas do’ at Cannon Hall Farm!

For the second successive year the Lifetimers enjoyed a terrific ‘Christmas Do’ at Cannon Hall Farm’s White Bull. The company came together in a fantastic venue to celebrate the forthcoming festive season – and to mark another highly productive year. And our ‘social secretary’ Annabelle Dickinson was on hand to take some photos! The Lifetimers also…

Spirit of Christmas alive and well as Lifetimers present hospice with referral scheme cheque

Barnsley Hospice Corporate Fundraisers Vicky Stead and Samantha Silverwood were welcome visitors to Lifetime this cold and frosty morning – to receive another cheque from our highly successful referral scheme. Vicky and Samantha were presented with a cheque for £142.98 by Lifetimers Holly and Danny, who were resplendent in their Christmas jumpers! The Lifetime Referral Scheme…

Lifetimer Tracey takes along client to present latest hospice cheque

A delighted Lifetime client presented the latest cheque from the company’s highly successful referral scheme. The client was taken along to Lindsey Lodge Hospice in Scunthorpe by Lifetime financial planner Tracey Warring – and a cheque for £245.15 was presented to funsdraiser Sharon Tune (see picture below). Lifetime, with the help of their loyal clients,…

Lifetimer Luke receives lovely client testimonial

Financial Planner Luke Worthy has been given a lovely testimonial from a grateful client. Lifetimer Luke (pictured below) was thrilled to receive a glowing letter from the client, which highlighted the adviser’s ‘excellent customer service’. The letter read: “I work in the pension industry myself and recently had some questions surrounding my own pension benefits. Mr Worthy took…

Notable exam success for Lifetimers Jen and Jeff!

Lifetime’s Pensions Technical Director Jeff Winter and financial planner Jennifer Broadhead are both celebrating exam success. Jeff  and Jennifer (both pictured below) received the great news on Thursday that they have successfully passed the AF7 (Advanced Pension Transfers) exam. Well done you two!  

Trainee financial planner Joe passes RO4 exam

Trainee financial planner Joe Musson (pictured below) is one happy young man this week – after passing the RO4 finance exam. The RO4 exam focuses on pensions and retirement planning, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Joe is successfully powering  towards. He had been revising hard for the paper – and was rewarded…

Lifetime looking for a Lead Contact Co-ordinator

Lifetime are looking to recruit a Lead Contact Co-ordinator. The successful applicant will be working from home or one of our offices, calling prospects who have expressed a desire to acquire information about their retirement options. The purpose of the call is to arrange an appointment with a Financial Planner, at the potential client’s convenience and…