Resources

Downloads

eGuides
Resource Description
Fact Find Checklist Use this PDF document to help you gather the necessary documents you need to complete our fact find.
Employee Learning Hub Guide Use this PDF document to help you navigate our Learning Hub.
Employee eGuide Download our Employee eGuide to learn more about your employee staff benefit.
Video Documents
Resource Description
Ten Ways You’re Unique – Video Questions Use this Word document with our “Ten Ways You’re Unique” video.
How to plan your money is six simple steps checklist Use this PDF document with our “How to plan your money is six simple steps” video.
Six ways to check any investment checklist Use this PDF document with our “Six ways to check any investment, part one and two” videos.

Monthly Articles

January 2023

December 2022

November 2022

October 2022

Debt Resources

Whilst we at Lifetime try to help everyone, we do not specialise in debt services. Therefore, we have provided the below information for services who we feel are reputable and reliable for those in need of specialised debt management.

Citizens Advice offer advice and guidance for those in debt either online, over the phone or in a local branch.
0800 144 8848

Step Change provide free, confidential and expert debt advice and guidance
0800 138 1111

National Debtline offer free and independent debt advice over the phone and online.
0808 808 4000

Are you feeling overwhelmed and don’t know where to turn?

When life is difficult, Samaritans are available – day or night, 365 days a year. You can call them for free on 116 123, email them at [email protected], or visit www.samaritans.org to find your nearest branch.

Calculators

With help from Money Helper, we are happy to be able to share with you the below calculators for you to use at your leisure. Please note that these are for general insights only, to fully understand your financial position and get information bespoke to you please contact one of our Lifetime Coaches via the Learning Hub homepage.

Thousands of people are unaware of what benefits they are entitled to that could help improve your daily life. Use the link below to check what benefits you might be entitled to:

Click Here

Budget Planner

Pensions Calculator

Workplace Pension Contribution Calculator