News

Research suggests Gen Xers do not have enough savings to fund retirement

UK residents aged between 40-55, often referred to as Generation X, have not enough pension and investment savings to fund even a modest retirement. That is according to research carried out by Dunstan Thomas. The research also revealed that 10% of the Generation Xers that were surveyed claim to have no pension whatsoever. Other alarming…

Lifetime offices closed but ‘business goes on’ and clients can contact financial planners and staff

All our lives are in some sort of upheaval due to the rapid spread of the Coronavirus (Covid-19). We know that people are anxious right now, including our clients. Even those who have a long-term, trusted relationship with their Lifetime financial planner may be concerned about their money and investments, as the Coronavirus continues to…

Watch Lifetime’s latest webinar

In our latest webinar, Lifetime director and chairman of the company’s Investment Committee Rupert Smith is joined by special guests Peter Westaway, the Chief European Economist at Vanguard, and Angie Staunton, an APFC Chartered Financial Planner and Vanguard’s Business Development Manager. Peter talks about the economy, explaining the impact of the Coronavirus (Covid-19) pandemic, while…

Clients deliver positive feedback for Lifetime webinar

Lifetime has received some lovely feedback from the ‘Coronavirus Economic Update Webinar’ we staged for clients on Wednesday morning. In a live format, Rupert Smith, chair of Lifetime’s Investment Committee, was joined by special guests Dr Peter Westaway, the Chief European Economist at Vanguard, and Angie Staunton, an APFC Chartered Financial Planner and Vanguard’s Business…

Lifetime client grateful for Rupert’s world class service

Our director and pension specialist Rupert is renowned for delivering world class service to clients. He stepped up to the plate again to help a household where Lifetime look after their financial affairs. The lady had sadly seen her husband pass away recently and needed help with his drawdown pensions. Rupert (pictured below) didn’t hesitate….

Clients invited to Lifetime Coronavirus Economic Update Webinar

Lifetime Coronavirus Economic Update Webinar – Wednesday 29th April 2020, 10:30 AM In a live format, Rupert Smith, chair of Lifetime’s Investment Committee, will be joined by special guests Dr Peter Westaway, the Chief European Economist at Vanguard, and Angie Staunton, an APFC Chartered Financial Planner and Vanguard’s Business Development Manager. Both have a tremendous…

LifeStrategy – The Journey Continues…..

As we enter the fifth week of ‘lockdown’ caused by the Coronavirus (Covid-19) crisis, we thought it important to update you with a little of the information available to us through our various professional bodies. As I’m sure you will appreciate, it is extremely difficult to assess the likely timescale for the current situation but…

Lifetime clients appreciate message of support and guidance

Lifetime has been communicating regularly with clients during the Coronavirus (Covid-19) crisis, either by email, telephone or video technology, and the messages of support and guidance we have issued have been very much appreciated. It is ‘business as usual’ for the company, with the majority of our financial planners, pension specialists, mortgage advisers, communication team…

Lifetime’s case for Vanguard LifeStrategy

Following the communication earlier this week regarding discipline being one of an investor’s greatest ‘weapons’ we thought it would be beneficial to impart some of the very latest information provided by Vanguard to the United Kingdom’s adviser force via a webinar on 26th March 2020. As we previously stated, the ability to ‘sit tight’ in…