Resource Description
Fact Find Checklist Use this PDF document to help you gather the necessary documents you need to complete our fact find.
Employee Learning Hub Guide Use this PDF document to help you navigate our Learning Hub.
Employee eGuide Download our Employee eGuide to learn more about your employee staff benefit.
Autumn/Winter 2022 Survey FAQs Here we’ve answered your FAQs from our autumn/winter 2022 employee survey.
Video Documents
Resource Description
Ten Ways You’re Unique – Video Questions Use this Word document with our “Ten Ways You’re Unique” video.
How to plan your money is six simple steps checklist Use this PDF document with our “How to plan your money is six simple steps” video.
Six ways to check any investment checklist Use this PDF document with our “Six ways to check any investment, part one and two” videos.
Intentional Spending Plan Table Use this table to create your own Intentional Spending Plan, using the video on the Hub for guidance.

Monthly Articles

November 2022

October 2022

August 2022

July 2022


Debt Resources

Whilst we at Lifetime try to help everyone, we do not specialise in debt services. Therefore, we have provided the below information for services who we feel are reputable and reliable for those in need of specialised debt management.

Citizens Advice offer advice and guidance for those in debt either online, over the phone or in a local branch.

0800 144 8848

Step Change provide free, confidential and expert debt advice and guidance.

0800 138 1111

National Debtline offer free and independent debt advice over the phone and online.

0808 808 4000

Are you feeling overwhelmed and don’t know where to turn?

When life is difficult, Samaritans are available – day or night, 365 days a year. You can call them for free on 116 123, email them at [email protected], or visit to find your nearest branch.

Estate Planning

Following a recent partnership with Beneficial Family Wills, we are pleased to be able to offer you a new service to help you with your estate planning. If you need a Will or want to see what the correct steps are to get one, you can use the below information to get started.

This partnership gives you the chance to obtain a free report which will highlight the necessary steps you need to take to ensure that you have the correct estate planning in place, should anything happen to you or your family. For your own bespoke report, follow the link below:


With help from Money Helper, we are happy to be able to share with you the below calculators for you to use at your leisure. Please note that these are for general insights only. To fully understand your financial position and to get information bespoke to you, please contact one of our Lifetime Coaches via the Learning Hub homepage.