Hands up if you are the person with a ‘too difficult to deal with’ carrier bag, biscuit tin or shoe box – which contains all the information you have about your money.
There are thousands, perhaps millions of you out there, all putting the latest pension or mortgage statement into that ‘difficult’ box without having any real understanding of what that latest report actually means for you and your loved ones.
Over the course of his working life in financial services, Lifetime Managing Director Ian Dickinson (pictured) has met many people who have handed over their ‘too difficult to deal with money box’, saying ‘can you help me with this lot Ian?’. And we are not talking about piggy banks – but detailed and complicated financial forms, reports and letters.
Ian says: “My thinking always returns back to the same theme. That is everybody has ‘that’ carrier bag, biscuit tin or shoe box. In that box, bag or tin is all the paperwork that they have received from their current employer, past employers and all the non employer financial paperwork. All mixed up and no idea where to start to understand how it might all fit together and what it means to their situation.
“This is where Lifetime’s help, guidance and advice comes in. Once we have made sense of it – with the help of our portal and customer coach – we can show people their plan and have constructive conversations about realistic goals and ambitions!
“Our service is about clearing the fog, and delivering understanding of a person’s unique financial situation – and every family has a unique financial situation! We get the people we come across to think about their finances from a perspective of clarity, perhaps for the first time! Making the complex and the complicated a simple reality.”
- If you have THAT sort of biscuit tin, or shoe box, and need help understanding what exactly is in there, and how it can affect your life, then get in touch.