Posts By: Andrew Lodge

Loyal clients helping Lifetime boost hospice coffers

Lifetime’s loyal clients continue to help the Yorkshire-based financial management company boost the coffers of UK hospices. For all introduced clients to Lifetime, we donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice. The Lifetime referral scheme has now raised over £38,000 to…

Taking control of your retirement planning

Taking control of your retirement. It’s by no means an easy thing to do, is it? In this day and age of pension freedoms, you can easily get confused by all the numerous options and avenues open to you regarding your retirement. And planning when to retire and how to pay for it can certainly…

Lifetime pension pair chalk up AF7 exam success – making it a full house!

Lifetime pension specialists Rupert Smith and Steve Lambarth have chalked up exam success. The pair (pictured below) have passed the AF7 pension transfers exam. That means that all four full-time members of Lifetime’s pension department (Rupert, Steve, Jeff Winter and Tom Nelson) are AF7 qualified. A great achievement guys!  

Lifetimer Steve ‘ambles’ 22 miles for charity cash

Lifetime pension specialist Steve Lambarth once again successfully completed the 22-mile long ‘Acorn Amble’, from Castleton to Burncross, in the aid of charity. Lifetimer Steve, pictured below (right, in baseball cap), took part in Saturday’s event along with over 100 others. The organisers are hoping to raise a record amount this year for the two…

‘Lifetime opportunity’ for those people seeking financial advice

A ‘Lifetime opportunity’ awaits those frustrated people in the UK who are struggling to get financial advice. Financial management company Lifetime are sending out the message ‘we are here, come and talk to us’ following the results of research by IFA network Openwork, which has revealed that there is a real demand for financial advice….

Lifetime-sponsored Barnsley Hospice golf day is a huge success

The Lifetime-sponsored Barnsley Hospice golf day proved to be another tremendous success. Silkstone Golf Club was again the superb venue for teams from all over the Barnsley borough, who revelled in the convivial atmosphere and raised thousands of pounds for the hospice. Said Lifetime Director William Bottomley: “This is the eighth successive year that Lifetime has been a sponsor…

Lifetimer Joe completes Diploma in Regulated Financial Planning

Lifetimer Joe Musson is one very happy young man – after receiving the fantastic news that he has passed his last Financial Planning exam. A thrilled Joe (pictured below) successfully passed the RO6 exam and has now completed the Diploma in Regulated Financial Planning. He is now a qualified financial planner with Lifetime. Well done Joe – many congratulations!

Lifetime referral scheme generates more cash for Barnsley Hospice

Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome guest to Lifetime House on Wednesday morning. Simon was met by Lifetime Social Media Manager Andrew Lodge and was presented with another cheque – this time for £122.69 – from the Dodworth-based company’s highly successful referral scheme. The Lifetime Referral Scheme has now raised over £37,000 for…

Lifetimer Joe offers a glimpse into the world of work

Lifetime trainee financial planner Joe Musson offered young students a glimpse into his working world at a recent event put on by Ahead Partnership. Joe (pictured below) took part in the ‘World of Work Day’ at Carrfield Primary Academy. The students were delighted with the opportunity to find out more about Joe’s chosen career. Here…