News

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…

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…

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…

Congratulations in order as Lifetimer Catherine passes RO2 exam

Lifetime pension analyst Catherine O’Dowd has enjoyed notable exam success. After weeks of hard work and study, Catherine (pictured below) has passed the RO2 (Investment principles and risk) finance exam and is understandably extremely happy! All her colleagues are thrilled for her too. Well done Catherine!

R06 exam success sees Lifetimer James complete Diploma in Regulated Financial Planning

Lifetimer James Fisher is celebrating – after being given the fantastic news that he has passed the R06 Financial Planning exam. Said a delighted James: “I’m absolutely thrilled to find out that I’ve passed the R06 exam and completed my Diploma in Regulated Financial Planning.” To mark the memorable moment James fetched in some chocolates to share with…

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…

‘Lifetime Adviser Day’ emphasises drive towards digital future

The Lifetime Adviser Day, held at the picturesque Wortley Hall on Tuesday, proved to be an informative event as the drive towards a digital future continues apace. Director William Bottomley had organised the meeting, and as well as his presentation there were also talks from fellow director Rupert Smith and colleagues Tom Nelson and James Fisher….

Number of hospices given cash from Lifetime referral scheme rises to 22

The number of hospices that have received cash from Lifetime’s referral scheme has now risen to 22. The latest to join the list is Douglas Macmillan Hospice based in Blurton, Staffordshire. Lifetime has loyal clients up and down the country and the hugely successful referral scheme has now raised just short of £35,000. The foundation of our…