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 for all the study work with his pass on Thursday.

Many congratulations Joe!

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 preferred place (e.g. at home, their place of work or one of our offices).

The prospects will be expecting a call and their name, telephone number, e mail address, postcode, area of need and fund values will have been disclosed on the lead providers’ website.

The weekly hours are 18 in total. Calls will be made between 8 am to 9 am, 12.30 pm to 1.30 pm and 6.30 pm to 8 pm each day Monday to Friday every week. Results of the calls are recorded on a spreadsheet and the lead providers’ website portal.

A 30 minute telephone discussion with The Digital Marketing Executive to review the previous week’s work will take place at 9.30am each Monday morning.

The successful applicant must have worked in the Financial Services industry for at least 5 years with excellent knowledge of both pre and post retirement products, including occupational and personal plans.

Preferably Financial Services Diploma Qualified or at least hold the relevant Pension qualifications to conduct useful meaningful conversations with prospective clients. This is not an advice giving role but an accurate information exchange is paramount in this highly regulated arena.

Must have proven track record of converting warm leads into appointments.

Other required attributes are:-

  • Higher Education qualifications (not necessarily graduate level)
  • Demonstrable strong Pensions knowledge
  • Organisational skills
  • Articulate speaker
  • Time Management skills
  • Strong desire to succeed
  • Team Player
  • IT literate (ideally familiar with Intelliflo)
  • Microsoft Office Skills, especially Outlook and Excel

Lifetime will provide:-

Full initial training (2-3 days) and ongoing coaching (weekly)

Fully encrypted Laptop


Employed Position (option to be self-employed)

Workplace Pension

Job Type: Part-time

Salary: £8,000.00 to £12,000.00 /year

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 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!

‘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.