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Financial wellbeing
for everyone

Terms and Conditions

VIVUP Discount

  1. Can only be used by members of VIVUP
  2. Offer expires 31st August 2023
  3. Offer code must be entered into coupon code box in the basket
  4. Offer code cannot be used in conjunction with any other offers
  5. Lifetime reserve the right to change these terms & conditions on reasonable notice
  6. Offer is only open to customers based in the UK (inc. Channel Islands and Isle of Man)

 

Newsletter Sign up Discount code

  1. Offer code is only available to those who sign up to receive email newsletters
  2. Offer code expires 31st August 2023
  3. Offer code must be entered in coupon box in the basket
  4. Offer code cannot be used in conjunction with any other offers
  5. Lifetime reserve the right to change these terms & conditions on reasonable notice
  6. Offer is only open to customers based in the UK (inc. Channel Islands and Isle of Man)

 

Video plans for individuals included part of the Employee Financial Wellbeing Package

  1. The schedule will be agreed with individual employers based on the needs of the specific business. Below is a generic outline:
  2. Lifetime will provide access to the planning services from day one of subscription.
  3. Lifetime will provide employees with access to Lifetime coaches through a booking tool hosted on the Learning Hub
  4. Offer each employee a pathway to receive professional advice based on their own personal circumstances
  5. Lifetime Digital will provide an online secure portal where each employee can complete a fact find to provide Lifetime Digital with an outline of their personal financial situation.
  6. Lifetime Digital will provide each employee access to a coach at the start of the fact find process; the coach will support the employee in completion to ensure that an accurate financial picture of the employee’s household is obtained.
  7. Lifetime Digital will provide a financial plan to all employees who complete the online fact find, in the form of a video uploaded and stored on a secure digital platform.
  8. Lifetime Digital will provide each employee the opportunity to have an updated financial plan in the form of a video once every 12 months, to offer employees the choice of engaging Lifetime’s services to implement and manage their individual financial plans
  9. Lifetime Digital will provide every employee that takes advantage of receiving a financial plan the opportunity to receive regulated financial advice
  10. The fee for the regulated financial advice service will be £149 including VAT, which will be paid for by the individual employee at the time. No payment of this fee will be expected / required from the employer