News

What is meant by the term ‘Financial Planning’?

Financial planning is an ongoing process that helps you make sensible decisions about money, so that you achieve your goals in life. It is about getting organised. It is far better to be in control of your finances rather than letting those finances control you. Many people find their finances confusing, aren’t sure where they…

The need to understand our financial picture

How times have changed! The responsibility of managing your finances, and that of your family, has never been more onerous than at this present time! In years gone by the majority of companies offered pension schemes that were fully managed by Trustees. If you were a member of one of those schemes then you had…

Have you been asking yourself ‘when can I retire?’

When can I retire? Quite often it can be hard to imagine life in retirement. It is even trickier figuring out how to achieve it. You have a limited time to plan for your future and so you need to make sure that you make the right decisions during your working life. Have you been…

Lifetimer Danny delighted with RO5 exam success

Lifetimer Danny North is one very delighted young man! Danny (pictured below) has been studying hard in the last few months – and that work has paid off with a terrific exam success. Danny has passed his RO5 (Financial Protection) paper. Well done Danny! Many congratulations!

Lifetime seeking new member of communications team

Lifetime is seeking fresh inspiration in the form of a new member of our communications team. Based at our Barnsley headquarters, we want someone with individual flair, allied with a tremendous team ethos, who has a love of words and the ability and imagination to communicate our message to current and potential clients. The full-time role…

Trainee financial planner Miles passes RO4 exam

Trainee financial planner Miles Myers (pictured below) is a delighted 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 Miles is successfully powering  towards. He was rewarded for all his study work with an exam pass on Tuesday. Many congratulations Miles! Onwards and upwards!

A Lifetime financial planner acts as a guide, coach, mentor and friend

A proper financial plan – a life plan – is something that we all should look to put in place. At Lifetime our financial planners act as a guide, coach, mentor, friend and confidant to their clients. Many people come to us looking for help with a specific issue, yet they soon come to realise that we…

Meet Flo, your financial bucket!

Many people find their finances confusing, aren’t sure where they are headed or would like a little more guidance on how to manage their money. They wonder when they can retire, how their family would cope if they were unable to work or whether they can afford to make their big plans for the future…

‘Lifetime offered a great experience’ – Mortgage team receive glowing Google review

The Lifetime Mortgage team has received a glowing testimonial on Google from a delighted client. Anthony Henry rated the service a full five stars and gave particular praise to the sterling work put in by Mortgage Adviser Ken Abbott and Mortgage Manager Michelle Youel (both pictured below). Mr Henry enthused: “As first time buyers the process…

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…