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LIFETIME CONNECT
STAYING ONE STEP AHEAD

WE CONNECT BUSINESSES WITH THE SERVICES THEY NEED, WHEN THEY NEED THEM, TO MAINTAIN THE HIGHEST STANDARDS OF CUSTOMER CARE, AND MAXIMISE BUSINESS GROWTH.

WHY CONNECT

No-where else will you find the support to grow your mortgage, wealth and protection business whilst being supported by market leading technology and an in-house solicitors’ team.

OUR SERVICES

By providing a platform of shared services, Lifetime Connect takes away the time-consuming processes of ongoing client updates, marketing, and general client services, freeing advisers to do what they do best – delivering effective financial advice.

OUR ETHOS

Being part of Lifetime Connect means you embrace our ethos – putting clients at the heart of everything you do. Our service will help your clients reduce their debt, increase their wealth whilst protecting their assets and families for generations to come.

OUR PROMISE

Lifetime Connect will continue to stay ahead of the crowd by developing solutions and tools to empower both your advisers and your clients, to engage at the right time and make the right decisions to help you achieve your business goals.

BECOMING PART OF LIFETIME CONNECT

When you join Lifetime Connect, you’re not simply a client, you’re part of the family. With over 20 brands from all over the UK already part of group, you’ll have access to a wealth of knowledge and resources.

In an increasingly complex, and at times volatile sector, it is vital that financial professionals keep ahead of all the new regulations, challenges and technology that could potentially affect your business. Failure to do so could lead to missed opportunities and falling income for your advisers who are too busy with paperwork to prospect and too distracted to service their clients.

REDUCING BURDEN

By taking out the heavy lifting of your day to day operations, we allow your business to focus on what it does best, give great advice. This not only frees up more time for your team, it also allows you to reduce your operating costs. 

MARKETING - CONNECT STUDIOS 

We make marketing straight forward by giving you access to a comprehensive range of materials and services on our Connect Studios website.

ACCOUNTS & PAYMENTS

Accounting can be a huge drain on any businesses time and resources. We make it easy by managing this for you.

HR & BUSINESS STANDARDS

We provide you with invaluable support, which can be very time consuming for a management team focused on maximising production.

TRAINING & ACADEMY

The Lifetime Connect Academy seeks to support new recruits and invest in the training and development of existing advisers

BUSINESS DEVELOPMENT

We have our own in-house training team dedicated to developing the necessary skills of your team to help them thrive in an ever-changing marketplace.

LIFETIME ASSURE

Lifetime Assure is our Directly Authorised protection business set up to ensure that no adviser or client ever miss out on a product that would value them

LIFETIME SOLICITORS

Lifetime Solicitors are there to work together with you and your clients to deliver bespoke and straightforward legal advice.

MORTGAGES

Our fully integrated fact-find, mortgage sourcing and protection sourcing system improves accuracy, speed and, ultimately, the client adviser journey.

WEALTH

From training to paraplanning, Lifetime Connect has all to tools you need to grow the Wealth side of your business.

360 LIFECYCLE

Lifetime Connect is supported by 360 Lifecycle. Built by intermediaries for intermediaries, its supports you and your business throughout the client journey

THE PORTAL

The portal enables safe, secure communication and transports documentation from the client directly to your adviser or business

COLLABORATION

Whether a mortgage client seeking investment advice, or a wealth client seeking asset protection, Lifetime Connect is well placed to support you and your clients