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You're in good hands
With over 20 years’ of experience and a wide and varied team of highly qualified specialists, we’ve helped thousands of people improve their financial wellbeing through planning, education and advice, and we look forward to doing the same for you.
Financial Wellbeing
Putting your wellbeing at the forefront
Financial wellbeing refers to the state of feeling secure and in control of your finances, having a clear picture of your current and future financial situation, having a healthy relationship with your money, and having the financial tools and education to allow you to live your best life.
Have you got the Lifetime app?
Building a good financial future takes the right tools, which is why our financial wellbeing benefit is full of great features to help you plan for the future and make the most out of your money. If you’ve not started your Lifetime journey yet, you’re missing out…
A dedicated coach
Do you prefer that personal touch? You’ll be assigned your own dedicated Lifetime coach who will be your constant point of contact to work with you throughout the whole process!
Bespoke financial plan
You can have your own comprehensive, customised financial plan that’s tailored to your goals and aspirations for you and your family, built to ensure that you are on track to living the life you want to live.
And what’s more, you can update this plan each year, to reflect any big milestones or changes that life brings, from a new home to a wedding to a new job!
Educational videos
Access a rich library of jargon-free, educational videos created to enhance your financial knowledge at all stages of your life, updated each month.
Monthly Articles
Stay informed with our monthly articles on everything finance, investments, planning and more. We cut out the jargon so you can digest the latest updates from the finance world that will have impact on your money.
Tools & Resources
Utilise our range of finance tools, calculators and ever-growing and evolving resources to streamline your financial decision-making.
Webinars
Join our Lifetime specialists live for regular and topical webinars where we discuss certain topics in depth…and don’t forget to bring your questions!
Free mortgage consultation
Our Mortgage Advisers are on hand to discuss your home buying needs. You can book a free, no-obligation chat to see how Lifetime can help you buy your dream home.
Access to specialists
Our friendly and highly experienced specialists can help you navigate the complex world of pensions, investments, savings and more. Whether you need guidance on investing, need to review your protection policies, or need to understand your retirement options, they can help!
Book a chat
Need more information before you start? You can schedule a free 15-minute chat with our coaches to learn more about your benefit, ask questions, or get some guidance around the financial planning process.
Do you worry about your finances?
You're not alone
Financial wellbeing doesn’t just relate to your money, it can impact your mental, emotional and physical wellbeing too, which is why it’s important to take action now.
65% of people feel uncomfortable thinking about their personal finances and avoid talking about money*.
61% of people report experiencing sleepless nights and experience stress because of money worries*.
90% of employees acknowledged that their financial situation could affect their mental health†.
* Results from a national survey conducted by Lifetime in July 2024, surveying over 1000 respondents.
† Results from Lifetime’s Spring Employee Wellbeing Survey, available for download.
Testimonials
See what people say about Lifetime
We’re proud to have helped thousands of people across the nation make their money work for them. But don’t just take our word for it. Read the inspiring stories and testimonials from individuals and businesses across the UK.