Charity referral scheme

Together we can help people in their time of need

Charity referral scheme

The foundation of our financial planning business has always been the strong relationships we have had with our clients. Lifetime has been built upon their loyalty and the level of service we have been able to provide.

We want to continue to develop this relationship and we also want to give you the opportunity to make a difference to your community, wherever you live.

If you are happy with the service, guidance, help and advice you have received from Lifetime and know of family, friends or colleagues you feel could benefit from our online service then we have found a way that will also benefit your local community.

For all introduced clients to Lifetime, we will donate, on your behalf, £150* on new transactions completed with these clients, to one of our partnered charities or a hospice of your choice.

*terms and conditions

The aim of our chosen charities


Lifetime, thanks to our loyal clients, has managed to donate money to a good number of hospices around the UK in recent years. A hospice is a house, or home, dedicated to the care of terminally ill patients. The first hospice was set up in 1900.

It is not just a building. It is a way of caring for and supporting patients and their family and friends.

Charitable hospices in the UK raise the bulk of their funding through support from their local communities including: fundraising, hospice charity shops, legacies, hospice lotteries and investments. They receive some statutory funding although levels vary across the UK, between the different nations and also within different regions.

  • As of January 2022, the Lifetime referral scheme has donated £42,067.13 to 25 different hospices across the UK.


Alzheimer’s Research UK

Alzheimer’s Research UK is the country’s leading dementia research charity.

Sadly, there are now almost one million people living with dementia in the UK. Over half of us know someone affected by the condition, yet there are no treatments available that slow or stop the diseases, most commonly Alzheimer’s, that cause it. But Alzheimer’s Research UK is working to change this by investing in ground-breaking research to bring about life-changing treatments for people living with dementia.

Alzheimer’s Research are currently supporting pioneering dementia research projects worth nearly £34 million in leading Universities across the UK.

Hospices we've helped