Monthly Archives: February 2020

Miles all smiles as he completes Diploma in Regulated Financial Planning!

Lifetimer Miles Myers is one very happy young man – after receiving the fantastic news that he has passed his last Financial Planning exam. A delighted Miles (pictured below) learned on Friday morning that he successfully passed the RO6 exam – and has now completed the Diploma in Regulated Financial Planning. He is now a…

Coronavirus and the impact on global markets

We came across this article, written by Christopher Cowell of Seven Investment Management, on the subject of the coronavirus outbreak and the economic and financial impact of the epidemic. The article is slanted towards the investment side of things but also contains some very useful general information. We felt that both aspects may be of…

More than a quarter of people in their 50s do not fully understand their retirement options, survey suggests

More than a quarter of people in their 50s do not understand the retirement options available to them when they hit 55. That is according to fresh research carried out by Fidelity. The survey results, which have been announced ahead of April’s five-year anniversary of the introduction of pension freedoms, revealed that 26 per cent…

A digital planning process aimed at giving you better informed money choices

Technology is transforming every facet of our lives and we believe that a new era of financial planning is upon us. As one of Lifetime’s core values is Innovation, we have put time and resources into establishing a dynamic, digital service that can combine our more traditional face-to-face proposition with another pathway for clients to…

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…