Financial wellbeing matters for every individual in every organisation
Make sure you have the right benefits in place.
Our Financial Wellbeing Package has one simple philosophy – to aid employers in supporting their employees, and showing them what their finances mean. Our package includes interactive webinars, a hub of information and bespoke videos for all employees so that they can see their financial health.
Looking to support your employees' financial wellbeing?
Find out more about our employee wellbeing programme.
Carol Cole
Financial Planning, Pensions/Retirement Planning
The daunting task of navigating my financial future was easily overcome by the friendly, professional service I received, and I continue to be reassured by the level of transparency, regular reviews and range of online tools on offer. I feel confident and in total control of my financial wellbeing with Lifetime’s ongoing support.
Danielle Hopkinson
Mortgages, Protection
This is the third time we’ve used Lifetime, over the last 18 years. We don’t use anyone else. They’re professional, friendly and nothing is too much to ask of them. Each adviser has always been there, at the other end of the phone any time of day. Michelle is fabulous too, whenever she phones she always asks how we are and about our growing family. Couldn’t ask for anything else. 10/10 all around.
Gary Brownhill
Financial Planning, Pensions/Retirement Planning
I am very comfortable with the advice and answers provided to my points and questions raised, alongside a positive and informative relationship. Our decision to transfer our pension planning and resources to Lifetime was one of the most beneficial and rewarding decisions my wife and I have made. It was, and still is, very much suited to our circumstances and after we were challenged by Lifetime about our reasoning to make the decision we felt very comfortable we had made the correct decision.
Toby Foulds
Pensions/Retirement Planning
A pleasure from start to finish working with the Lifetime mortgage adviser, who was there every step of the way. Just utterly brilliant!
Sue Timme
Financial Planning, Pensions/Retirement Planning, Protection
We have had financial advice from Steve Baskind and Lifetime for over 10 years. We can honestly say it’s been the most useful financial decision we could have taken. Particularly over the last 7-8 years we have been able to make informed decisions about areas such as home improvements, career changes, savings and pension planning that would have been much more difficult had we not had impartial and well informed advice. The projection tool has allowed us to look at different financial scenarios to make financial decisions that are right for us, and at the level of risk that we are prepared to take. For anyone who is looking to understand their financial position better or wants to understand the potential impact of changes you might want to make in the future, I would thoroughly recommend Lifetime and particularly Steve Baskind for the friendly and always professional support provided.
Tom Banham
Corporate Partners
CEO Hoyland Common Academy Trust. Rarely does anyone understand how their employer-provided benefits dovetail with their private provision, whether this is their pension, life insurance or any other benefit. Lifetime help our staff understand, and appreciate, how important their non-salary benefits are, and enable them to make more informed financial decisions in the future.
