Changes in 2013

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Changes in 2013

Lifetime news

Posted on: 28/01/2013

There are some important changes within the Financial Services Industry we would like to communicate to you, and some exciting changes at Lifetime that we would like to make you aware of.

We celebrated ten years as a company in September 2012 and would like to thank you for your loyal support helping us to build a strong and profitable company, able and equipped to serve our clients for the next ten years and beyond.

If you have seen your Adviser over the last few months, they will have told you about some of the changes the Financial Services Authority have made which came into practice on 1st January 2013, and how these will affect our relationship going forward.

For clients of Lifetime the good news is, there is little change as we have been working within the new rules for many years. This is because our focus is on Financial Planning, establishing a plan that is reflective of your financial journey. We only give advice once we are sure it fits in with the objectives of how you want to live your life.

The major change is that we now need to formalise our Service Agreement with our clients, many of whom have already been through this process and the remaining few will have this opportunity over the next twelve months.

Service has always been at the heart of what we do and with the formalisation of our service proposition to our clients; this gives us an opportunity to agree with you what you want from Lifetime and how we are able to fulfil your requirements. At your next review and for our new clients, we will be discussing this proposition (if you haven’t already done so) and we will agree between us the level of service you require from us in the future.

To coincide with our tenth anniversary and to mark the changes to our industry, we have launched a rebrand of our current logo and literature. We spent a lot of time talking to clients, our Administration Team and Advisers to try to capture the spirit of the company and to give us a brand that will help take us forward into the future. You can see the new logo at the top of this website and you will be able to see it in all our literature going forward. We hope you like it!

There are some exciting additions to the service we are currently offering as we strive to provide you with the most complete financial service. At your next review we will be introducing these to you including the opportunity to support the Hospice in your local area by introducing friends, family and colleagues to Lifetime to see if they can benefit from our proposition.

We have also taken note of your concerns over the office parking challenges….all we can say is watch this space!

We hope 2012 was a great year for you and that we have been able to play a part in that. We are looking forward to helping you maintain your lifestyle now and achieve the lifestyle you want in the future through our relationship with you and we hope to provide you with a service that we can be proud of and you can depend upon.

Finally, if you are happy for us to communicate with you via e-mail, please e-mail us at [email protected] and we will contact you with information periodically that you may find useful and interesting.


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