Monthly Archives: January 2019

Trainee financial planner Joe passes RO5 exam

Trainee financial planner Joe Musson (pictured below) passed the RO5 finance exam in Leeds on Tuesday morning. The RO5 exam focuses on financial protection products, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Joe is successfully powering  towards. Many congratulations Joe!

‘Brilliant from start to finish!’ Lifetimer Scott and mortgage team receive glowing testimonial

Lifetime Mortgage Adviser Scott Kershaw (pictured below) was thrilled this week to receive a glowing testimonial from a very happy couple. The delighted clients wrote: “We found the entire process extremely easy due to your help. “You and the service you provided was brilliant from start to finish. You made the entire process stress free,…

RIP Jack Bogle, the man who transformed money management

Jack Bogle, the genius behind Vanguard and Passive investment strategies, has died at the age of 89. The Vanguard Group founder and father of the index fund passed away on Wednesday. He transformed money management, making investing cheaper, simpler and more accessible than ever before, lifting the financial well-being of millions of people in the…

What our clients have to say about us!

Clients are at the very heart of all we do at Lifetime. We get to know you and discover what’s important to you. Indeed, our starting point is your story. Says Lifetime MD Ian Dickinson: “Lifetime will always strive to deliver and adapt to change so that our customers feel well served by the advice and…

One in three employees lose sleep over retirement money worries

Employees need help with their finances. A report prepared by the Financial Advice Working Group for HM Treasury and the Financial Conduct Authority [March 2017] revealed that almost half of all employees worry that they will be unable to retire, and one in three actually admit to losing sleep because of this. Research by the…