News

A big thank-you as Lifetime are put in ‘Supporter Spotlight’ by Barnsley Hospice

Lifetime has been featured on a press release – and video – that has been put together by Barnsley Hospice and their PR partner Capital B Media, which has been entitled ‘Supporter Spotlight’.

Lifetime has donated over £18,000 to Barnsley Hospice over the the past eight years and on the video (which can be seen below) our director Bill, together with hospice corporate fundraiser Simon Atkinson, talk about how we’ve helped and what our support means to the hospice.

Meanwhile, the press release reads:

Dodworth-based financial planners Lifetime have generated a ‘wealth’ of funds for Barnsley Hospice through their continued support of the charity.

The firm has raised £18,422 since 2010, with the majority coming from its successful referral scheme.

The total has also been boosted through sponsorship of the charity’s mascot, Oscar, and of the annual Barnsley Hospice Golf Day, which returns to Silkstone Golf Club on Friday 18 May.

William Bottomley, co-director of Lifetime, said: “When we were looking to adopt a local charity back in 2010, Barnsley Hospice was a bit of a no-brainer for us. Every one of us in the business has been touched by them in some way, and they are at the centre of community life here in Barnsley, so it was a perfect match for us to support them.

“It was fantastic to be told that we’ve raised over £18,000 so far and in the next few years, our aim is to double that. We have a great relationship with Barnsley Hospice and it’s a brilliant connection to have.”

Every time a new client is introduced to Lifetime, the company donates ten per cent of initial fees generated on new transactions to Barnsley Hospice.

The money raised helps the charity provide specialist care for anyone in Barnsley with a life-limiting illness, including cancer, motor neurone disease and heart disease.

Simon Atkinson, corporate fundraiser at Barnsley Hospice, said: “The support from Lifetime over the last few years has been incredible, but it was still a surprise when we totted up their total and realised they’ve donated over £18,000.

“From 2010 when they made their first donation of £250 in lieu of company Christmas cards, to today’s brilliantly successful referral scheme and their continued sponsorship of our Golf Day, we’re extremely grateful for everything they do for us. We’d like to say a big, big thank you to everyone at Lifetime on behalf of all the staff and volunteers at Barnsley Hospice.”

Donations from the Barnsley business community help the hospice raise the £2.2m it needs each year to care for patients and their families. A further £1.6m is provided by the NHS Clinical Commissioning Group (CCG).

  • Lifetime have sponsored the Barnsley Hospice Golf Day every year since 2012. For more information about the event, which costs £45 per person or £180 for a team of four, contact Martyn Hughes on 01226 244244 or email martyn.hughes@barnsley-hospice.org.
  • Barnsley Hospice is based in Gawber and provides specialist care for anyone in Barnsley with a life-limiting illness. It has ten beds for inpatient care and provides day care at the on-site Limes Support and Therapy Centre. For more information about Barnsley Hospice go to www.barnsleyhospice.org or call 01226 244244.
  • Lifetime has a head office in Barnsley, employing over 50 staff, and a second office in Driffield, East Yorkshire. Clients are throughout the UK. The company’s referral scheme runs across the country and has so far raised a total of £32,200 for 21 hospices. For more information about Lifetime visit www.lifetime-fm.com

Lifetimer Joe delighted with exam success

Lifetime’s Customer Service Administrator and trainee Financial Planner Joe Musson is one happy chap!

Joe (pictured below) has been studying furiously in the last few months – and that hard graft paid off with a terrific exam success.

Joe passed his RO2 (Investment, Principles and Risk) exam this week.

Well done young man!

Lifetime donations to Barnsley Hospice top £18,000

Lifetime’s highly successful referral scheme is helping boost the coffers of hospices up and down the country.

The main beneficiary of the scheme is Barnsley Hospice – and Corporate Fundraiser Simon Atkinson, along with Mary Ferguson from PR firm Capital B Media, popped into Lifetime’s Dodworth headquarters on Thursday morning to reveal the fact that the financial management company has so far raised over £18,000.

That money has been raised through the referral scheme as well as Lifetime’s sponsorship of the hospice’s annual golf day, and mascot Oscar.

Lifetime director William Bottomley, pictured below with fundraiser Simon, is delighted with the close relationship the company has with the hospice.

“Barnsley Hospice is our charity of choice in our local community and we are thrilled to help them in any way we can. They do an absolute fantastic job.”

Simon added: “We are so grateful to our good friends at Lifetime for the regular donations we receive from their referral scheme. It is a fantastic initiative.

“We were delighted to say a special thank you to our friends at Lifetime whose amazing support over the last few years has totalled over £18,000.

“We had fun filming with the team there this morning…look out for a special video coming soon!”

This latest hospice cheque took the Lifetime Referral Scheme total to over £32,200.

Meanwhile, Lifetime is again sponsoring the annual Barnsley Hospice Golf Day at Silkstone GC.

This year the event will take place on Friday, May 18.

 

Trainee financial planner Charlie passes RO2 exam

Lifetime trainee financial planner Charlie Parker is one happy young man!

Charlie  (pictured below) has been studying hard in the last few months – and that hard work paid off with a notable exam success.

 

Charlie passed his RO2 (Investment, Principles and Risk) exam on Monday.

Well done Charlie!

The power of Truth helps Lifetime client make life-changing decision

Lifetime financial planner Robert Bligh has seen at first hand how the power of ‘Truth’ can help a client make a ‘life-changing decision’, hopefully for the better.

Lifetime uses the fantastic cash flow modelling software from Prestwood Truth to help put together a client’s financial plan.

It helps us tell our clients the ‘truth’ about their money.

Driffield-based Robert (pictured below) met his client for a full review – and to look at his ‘Truth picture’.

Said Robert: “The client was 55, almost 56 years old, and in rented accommodation. Having looked at his picture I asked him why he was renting and not having his own property.

“He was unsure whether he could afford it. He had also lost his wife recently and admitted that he was low on confidence – and was certainly not confident of taking the plunge into the house market on his own.

“He was paying around £500 per month on his rent, but by looking at his Truth picture we could see that he could take out a mortgage over 10 years, which would cost him an extra £100 or so per month – a figure he could afford – and by the time he was 65 he would own his own home.

“That would in turn make him more comfortable in retirement.”

“He was very impressed – and interested – in what his Truth picture showed him. And a day ago he telephoned me to say he had found a house and had made an offer.”

As Robert points out: “Due to the client’s age, he had to make the decision now, because in a few years time he would not have been able to secure the mortgage he needed. He had to take the plunge now. That insight and knowledge is what makes the Truth software – and cash flow modelling – so very powerful.

Robert went on: “This job is not all about taking fees from clients, or putting thousands of pounds into investments. It is, as Lifetime’s mission statement says, about delivering ‘life-changing financial modelling for clients’.

“This particular client has made a life-changing decision, hopefully for the better. Truth has helped him.”

And so did you Robert. So did you.

Lifetime’s Angels brave wintry weather to attend International Women’s Day conference

Two of Lifetime’s Angels braved the wintry weather to get the opportunity to speak to hundreds of Yorkshire business women about the importance of cash flow financial modelling.

Business Development Consultant Janette Town and Lifetime Financial Planner Jennifer Broadhead (pictured below) battled with the snow and ice to reach Wetherby Racecourse, for the Yorkshire Ladies Links’ ‘Be Inspired’ Conference on International Women’s Day (March 8).

Lifetime had a stand at the popular event – which despite the dreadful weather was attended by hundreds of ladies from across the county.

Opening minds to a lifetime of possibilities

Minds were opened to a ‘lifetime of possibilities’ at our recent ‘Values Day’ at Wortley Hall.

All the Lifetimers came together to watch presentations delivered by our MD Ian Dickinson, Communications Director and ‘special guest’ Mel Bligh, before deciding on the six ‘value’ words we will shortly be making ‘part and parcel’ of our company going forward.

Lifetimer Annabelle took the following pictures of a fantastic event, where ‘no idea was a bad idea’.

 

Grateful client thankful for ‘first rate’ Lifetime service in time of need

A grateful client has contacted Lifetime to offer their thanks for a ‘first rate’ service in a time of need.

Coming in for special praise was our financial planner Jennifer Broadhead (pictured below).

The client takes up the story: “Prior to June/July 2017 our investments had been overseen by an independent financial adviser who, over the 13 years we used him, became a close friend. So when he decided to retire we were concerned and somewhat anxious as to what was going to happen. My wife and I had been more than happy with the performance of our adviser and our investments. He guided us through the crash of 2008 and back into positive territory.

“Following his retirement we moved to Lifetime. We were more than anxious, to say the least, that we were dealing with a larger company and would perhaps lose that personal touch.

“Fortunately that has not been the case.

“We were immediately designated a personal adviser, in our case Jennifer Broadhead. Jennifer came out to see us and immediately began to put our minds at rest.

“She explained in relatively simple terms the philosophies of Lifetime, Vanguard and Transact. Being a born worrier, I have phoned and texted Jennifer on a number of occasions and she has always either phoned back or more often been to see us – and has helped to satisfy any queries we have had.

“The way in which our investments have been handled has been good, On the whole, even though we were very concerned initially, our experience of Lifetime, and the performance and competence of Jennifer Broadhead in particular, has been first rate. I would recommend them.”

Sadly, the client’s wife passed away recently.

He commented: “It has been a very upsetting and emotional time. My wife’s death meant that her investments needed to be transferred to me. This was handled efficiently and sensitively. Jennifer came to see me soon after my wife’s death to ‘check up on me’ and to discuss the future. I really appreciated that.”

  • Lifetime vision: Opening minds to a lifetime of possibilities.
  • Lifetime mission: We deliver life-changing financial modelling for our clients through our professional and dedicated team, creating life-long and trusted partnerships.

There are easier ways to talk about your pension!

Lifetime’s new  video has catapulted Pension Manager Tom Nelson to ‘star status!’

Tom has been hailed the ‘new Steve McQueen’ after his action-packed showing in Lifetime’s new pension blockbuster!

Tom overcame a number of ‘obstacles’ to let people know that Lifetime are ready, willing and able to help you with your retirement planning.

Enjoy the video, but just remember, there ARE easier ways to talk to Tom and our specialist team about your pension!

Goal Setting for Success

Now that January is over many of our New Year’s Resolutions may already be distant memories.  But if this has happened to you, don’t despair!  Maybe January 1st isn’t the best time for goal setting.  And perhaps you need a bit of help to come up with goals that you’ll actually stick to!

One of my favourite aspects of training to be a financial planner are the soft skills sessions we have with our communications director, Bill.  In these sessions we’ve discussed things like how to listen to our clients so that we can understand what they really want from life.  We’ve talked about how we can vary our approach to suit our clients’ personalities.  And we’ve looked at how cashflow modelling can help to answer our clients’ questions about the future.

The focus of our most recent session was goal setting, in our professional lives, our personal lives and with our finances.  Helping our clients to set their own goals is a central part of financial planning.  We aim to help people to work out what they really want from life and them we come up with a plan to help them to get there.

What does a good goal setting look like?

So why do those New Year’s Resolutions so often fail?  It’s often because of the kind of Resolutions that people make.  People might decide they want to get fit.  Or they might want to spend more time with friends or family.  But these resolutions aren’t specific so it makes it difficult to know whether we are making progress towards them.  They can also be overambitious which makes us much more likely to quit.

A good goal needs to be SMART:

Specific – You need to know exactly what your goal is.

Measurable – Get some numbers in there so you can track your progress.

Achievable – There’s no point shooting for the stars.

Realistic – Set a target that will stretch you but that is not impossible.

Time Framed – Make sure you know when your goal should be achieved.

So what are a couple of my goals for 2018?  Professionally, I want to pass the last four CII exams to qualify to give financial advice before the end of August 2018.  And one of my personal goals is to train for and complete the Sheffield Half Marathon.

If your New Years Resolutions have crashed and burned already, maybe now is the time to set yourself some new, SMART goals.  I wish you every success!