News

What our clients have to say about us!

Clients are at the very heart of all we do at Lifetime.

We get to know you and discover what’s important to you.

Indeed, our starting point is your story.

Says Lifetime MD Ian Dickinson: “Lifetime will always strive to deliver and adapt to change so that our customers feel well served by the advice and the relationship they have with Lifetime, knowing that the professionalism of our representatives is second to none.

“There is no limit to the success Lifetime can achieve but the measure to that success is delivering great service to our customers. We will not compromise on that.”

But don’t just take our word for it. Here is a video that shows our clients talking about their experiences with our financial planning company.

Have a listen.

 

One in three employees lose sleep over retirement money worries

Employees need help with their finances.

A report prepared by the Financial Advice Working Group for HM Treasury and the Financial Conduct Authority [March 2017] revealed that almost half of all employees worry that they will be unable to retire, and one in three actually admit to losing sleep because of this.

Research by the Chartered Institute of Personnel and Development (CIPD) found that money worries were the biggest source of stress to UK employees [CIPD, 2016].

That research also indicated that 90 per cent of employers agreed that financial concerns have an impact on workplace performance.

And forty-one per cent of people feel they do not have good control of their money, or manage it well.

While employees are often hesitant to ask their employers for direct support with financial issues and concerns, they like the idea of getting impartial support. Fifty-seven per cent of employees would like to see financial advice provided in the workplace.

Both employers and employees agree that if employees knew where to go for help and guidance they would have much better control over their money, and would seek help when they needed it.

Our vision at Lifetime is to help employees take better control of their finances, understand what their money can and cannot do for them, make healthier financial decisions, and plan for the future in a strategic, longer-term way.

Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to Christmas Day, all the festivities, and the onset of 2019, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year!

The foundation of our financial management business has always been the 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 have grown and continue to do so through the recommendations and referrals we receive from them. This has helped us to remain profitable and so able to improve our services to all our clients.

So to all our clients, and everyone we know, Merry Christmas and a Happy New Year!

  • The Lifetime offices will be closed from 4pm on Friday, December 21 until 9am on Wednesday, January 2, 2019.

Lovely Lifetime ‘Christmas do’ at Cannon Hall Farm!

For the second successive year the Lifetimers enjoyed a terrific ‘Christmas Do’ at Cannon Hall Farm’s White Bull.

The company came together in a fantastic venue to celebrate the forthcoming festive season – and to mark another highly productive year.

And our ‘social secretary’ Annabelle Dickinson was on hand to take some photos!

The Lifetimers also got together in their Brook House home on Monday lunchtime, to enjoy a ‘Christmas fuddle’ (see pictures below).

Happy Christmas everyone!

Spirit of Christmas alive and well as Lifetimers present hospice with referral scheme cheque

Barnsley Hospice Corporate Fundraisers Vicky Stead and Samantha Silverwood were welcome visitors to Lifetime this cold and frosty morning – to receive another cheque from our highly successful referral scheme.

Vicky and Samantha were presented with a cheque for £142.98 by Lifetimers Holly and Danny, who were resplendent in their Christmas jumpers!

The Lifetime Referral Scheme has now raised over £35,000 for hospices up and down the country.

 

Lifetimers get into the festive spirit on Christmas Jumper Day!

Christmas Jumpers were all the rage at Lifetime HQ on Friday!

The Lifetimers took great delight in donning their festive favourites to mark Christmas Jumper Day 2018 – and ‘social secretary’ Annabelle Dickinson was on hand to capture the scene!

Lifetimer Tracey takes along client to present latest hospice cheque

A delighted Lifetime client presented the latest cheque from the company’s highly successful referral scheme.

The client was taken along to Lindsey Lodge Hospice in Scunthorpe by Lifetime financial planner Tracey Warring – and a cheque for £245.15 was presented to funsdraiser Sharon Tune (see picture below).

Lifetime, with the help of their loyal clients, has now raised over £35,000 which has been handed out to 23 different hospices up and down the country.

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

We have grown and continue to do so through the recommendations and referrals we receive from them, this has helped us to remain profitable and so able to improve our services to all our clients.

For more information about the Lifetime hospice referral scheme, go to: https://www.lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/

Notable exam success for Lifetimers Jen and Jeff!

Lifetime’s Pensions Technical Director Jeff Winter and financial planner Jennifer Broadhead are both celebrating exam success.

Jeff  and Jennifer (both pictured below) received the great news on Thursday that they have successfully passed the AF7 (Advanced Pension Transfers) exam.

Well done you two!

 

Trainee financial planner Joe passes RO4 exam

Trainee financial planner Joe Musson (pictured below) is one happy young man this week – after passing the RO4 finance exam.

The RO4 exam focuses on pensions and retirement planning, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Joe is successfully powering  towards.

He had been revising hard for the paper – and was rewarded for all the study work with his pass on Thursday.

Many congratulations Joe!

Lifetime looking for a Lead Contact Co-ordinator

Lifetime are looking to recruit a Lead Contact Co-ordinator.

The successful applicant will be working from home or one of our offices, calling prospects who have expressed a desire to acquire information about their retirement options.

The purpose of the call is to arrange an appointment with a Financial Planner, at the potential client’s convenience and preferred place (e.g. at home, their place of work or one of our offices).

The prospects will be expecting a call and their name, telephone number, e mail address, postcode, area of need and fund values will have been disclosed on the lead providers’ website.

The weekly hours are 18 in total. Calls will be made between 8 am to 9 am, 12.30 pm to 1.30 pm and 6.30 pm to 8 pm each day Monday to Friday every week. Results of the calls are recorded on a spreadsheet and the lead providers’ website portal.

A 30 minute telephone discussion with The Digital Marketing Executive to review the previous week’s work will take place at 9.30am each Monday morning.

The successful applicant must have worked in the Financial Services industry for at least 5 years with excellent knowledge of both pre and post retirement products, including occupational and personal plans.

Preferably Financial Services Diploma Qualified or at least hold the relevant Pension qualifications to conduct useful meaningful conversations with prospective clients. This is not an advice giving role but an accurate information exchange is paramount in this highly regulated arena.

Must have proven track record of converting warm leads into appointments.

Other required attributes are:-

  • Higher Education qualifications (not necessarily graduate level)
  • Demonstrable strong Pensions knowledge
  • Organisational skills
  • Articulate speaker
  • Time Management skills
  • Strong desire to succeed
  • Team Player
  • IT literate (ideally familiar with Intelliflo)
  • Microsoft Office Skills, especially Outlook and Excel

Lifetime will provide:-

Full initial training (2-3 days) and ongoing coaching (weekly)

Fully encrypted Laptop

Telephone

Employed Position (option to be self-employed)

Workplace Pension

Job Type: Part-time

Salary: £8,000.00 to £12,000.00 /year