News

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 his colleagues, who were absolutely thrilled for him.

Former University of Sheffield graduate James (pictured below) is now a fully qualified financial planner with the company.

Congratulations James on a terrific achievement!

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 the relationship they have with Lifetime, knowing that the professionalism of our representatives is second to none.

“There is no limit to the success Lifetime can achieve but the measure to that success is delivering great service to our customers. We will not compromise on that.”

But don’t just take our word for it. Here are a couple of videos that show our clients talking about their experiences with our financial planning company.

Have a listen.

 

‘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.

Emphasis was placed on how digital transformation is set to revolutionize the UK financial services industry – and how Lifetime could embrace new technology and continue to grow as a company.

The financial planners were given an opportunity to have their say in a lively question-and-answer session.

Here a selection of pictures (courtesy of Annabelle Dickinson) of a thought-provoking day.

 

 

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 financial management business has always been the relationships we have had with our clients and Lifetime has been built upon their loyalty and the level of service we have been able to provide. We have grown and continue to do so through the recommendations and referrals we receive from them, this has helped us to remain profitable and so able to improve our services to all our clients.

We want to continue to develop this relationship and we also want to give you the opportunity to make a difference to your community.

For all introduced clients to Lifetime, we will donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice.

The Aim of Hospices.

A hospice is a house, or home, dedicated to the care of terminally ill patients. The first hospice was set up in 1900. There are about 100 hospices in the UK .

Hospices are not funded by the Government. They are paid for by fundraising, donations and money left in wills.

The purpose of hospices is to care for and support patients and their family and friends.

There are 3 main aims of hospice care:

  • To relieve pain. Today it is thought it is not necessary for terminally ill patients to die in pain. Hospices specialize in pain control. Hospice staff believe all pain, however severe can be brought under control.
  • To help patients, friends and relatives face up to death. Opportunities are given to the patients and to family members to discuss death and dying.
  • To care for the emotional needs of friends and family. Hospices help families cope with bereavement before, during and after the death of their relative.

Employers should take more responsibility for providing financial education, survey suggests

More than a third of the working British population believe that employers should take more responsibility for providing financial education and guidance for their employees.

That is according to Unum’s Workplace Communication Blueprint.

Unum provide employee benefits, which form a valuable part of any effective workplace wellbeing strategy. Their findings – the culmination of a YouGov study of 1,000 employees and an in-depth round table discussion with employee benefits and communications professionals – has highlighted a genuine eagerness among workers for more help and assistance when it comes to dealing with money matters.

Unum’s Workplace Communication Blueprint states that almost half of employees – 47% – found savings and investments confusing, and that if financial education and guidance was more available within the workplace it would help people set and achieve their own financial goals, giving them more control over their cash, and aiding their retirement aims as well as day-to-day, week-to-week and month-to-month budgeting.

Unum’s blueprint also found that 46% of people said that financial education and guidance would be both relevant and useful – and that nearly a third (32%) of workers feel that their employer does not understand what benefits are important to them.

And more than half of workers – 59% – stated that they would be reassured if their employer supported their financial wellbeing.

An employer that offers access to impartial financial information and advice, can certainly come across as someone who cares and supports their workforce. Indeed, 86% of employees who got involved in Unum’s Communication blueprint said that feeling in control of their own finances makes them feel less anxious, and that can lead them to be happier and more focussed in their jobs.

Lifetimers place importance on values and company culture

Lifetimers have been getting together this week to talk about the emphasis we place on the importance of values and culture within our company.

Our five ‘values’ – Integrity, Innovation, Ownership, Team and Communication – were discussed at length.

Here are some pictures, taken by our colleague Annabelle, of some fantastic  meetings!

Lifetime financial planner Robert presents referral scheme cheque to Dove House Hospice

Our Driffield-based financial planner Robert Bligh was a welcome visitor to Dove House Hospice in Hull on Thursday morning, to present a £308.16 cheque generated from the Lifetime referral scheme (see picture below).

Lifetime has clients up and down the country and the referral scheme has now raised over £34,700.

  • If you are happy with the service you have received from Lifetime and know of family, friends or colleagues you feel could benefit from this service; then we have found a way that will also benefit your local community.
  • For all introduced clients to Lifetime, we will donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice.

 

Lifetime sponsor Barnsley Ladies skipper Lucy

Barnsley Ladies central defender and captain Lucy Turner was a welcome visitor to Lifetime House on Monday afternoon.

Lifetime are sponsoring the Barnsley skipper for the 2018-19 season and Lucy popped along to have her picture taken with our Managing Director Ian Dickinson.

Lifetime would like to wish Lucy and her team-mates all the very best for the campaign.

#YouReds

‘Our adviser Ken was friendly, professional and knowledgeable’

Lifetime Mortgage Adviser Ken Abbott has received a lovely, heartfelt message from grateful clients.

Dean and Alison Jacques had been looking for mortgage and life insurance advice and were delighted with how Ken (pictured below) dealt with their needs.

They said: “After being recommended by a colleague, we contacted Lifetime for financial advice, primarily to arrange a mortgage, but also for life insurance.

Our adviser Ken was friendly, professional and knowledgeable. He advised us with no pressure and found the right products for us.

“We would highly recommend Lifetime and will use their services again in the future.”

  • If you’re moving into a new home you’ll already have more than enough on your plate, but even if you just need help with a re-mortgage or product transfer we understand that you have a busy life. We can take the burden of dealing with mortgage lenders off your shoulders.
  • Our qualified mortgage advisers and experienced administration team can save you time by making sure that your application is organised and has all the important details first time.

Double exam delight for Lifetimers!

Following hot on the heels of the exam success enjoyed by their colleague James, Lifetimers Miles Myers and Joe Musson are also celebrating.

The two trainee financial planners have also successfully negotiated their latest exams.

Miles (pictured below) passed the RO2 (Investment principles and risk) paper.

Meanwhile, Joe (pictured below) was all smiles after he passed the RO3 (Personal Taxation) exam.

Well done guys!