@DavidOLifetime

Wealth Director of an amazing financial planning firm who genuinely have our clients best interests at the centre of what we do.

 Rosliston, England
lifetime.co.uk/wealth
Joined October 2017
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  • Following166
  • Followers296
10Media
We have job opportunities across our development, testing and product teams. If you want to be part of a company that enables you to shine and grow as the company grows come and join our winning #team! bit.ly/3vBmYl2 #newjob #hiring #fintech
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What a kick off! A tremendous start to the Dynamic Planner Conference. Such a terrific system when used alongside @360Dotnet #DynamicPlanner2021
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#DynamicPlanner2021 @DynamicPlanner planting one tree for each attendee. Eco friendly conference.
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I’m very much looking forward to the @DynamicPlanner conference later. The only thing I’m missing is the coffee, bap and networking chat pre event.
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Only the 4 items of post from @RoyalLondonHelp today, 32 pages in all none of which I needed or couldn't have been delivered electronically. #thinkofthetrees
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Following the budget. 130% capital allowance. Financial advice firms rush to buy trouser presses! #Budget21
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I’m a panellist on webinar tomorrow. The future of retirement. The audience of students in financial services. Any tips/insights/amazing concepts?
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Thought for the day. #ESG It ought to be the default surely? We have to justify why not selected? And to include a platform’s ESG credentials?
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Well said
Rory Percival@rorypercival12 Feb 2021
Replying to @RebeccaAldridge
I assume that includes the product disclosure, but even so, that's nonsense. The FCA, FOS and, most importantly, the client will think it's nonsense. SRs that long are often so templated that they don't even explain the recommendation properly. £10k ISA - 2 pages should do it
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ESG. Such a cracking thing and at the same time listening to asset manager sponsored CPD (should that even be a thing?!) and Microsoft are ESG and Tesla aren’t. Apparently it’s to do with LiPo batteries. Both companies use them! Spin!!
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[4] @bengoss: "2020 has been a real test of risk profiling technology. And the client feedback we've heard has been really positive." @DavidOLifetime: "Let's not lose the great things we have 'discovered' this year in #financialplanning."
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It was an honour and please to be a part of this.
Dynamic Planner@DynamicPlanner8 Dec 2020
Replying to @DynamicPlanner
[10] And our discussion has ended today. Many thanks to our host @FTAdviser @dlafantato and our speakers @bengoss @DavidOLifetime and @InformedShelley You can hear more from @DavidOLifetime about the use of technology in 2020 here: dynamicplanner.com/case-stud…
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Consumer alert about 'double dipping' - investing in an offshore bond within a SIPP
Financial Conduct Authority
@TheFCA2 Dec 2020
Read the latest information for consumers on transferring or switching UK pensions into international self-invested personal pensions (SIPPs) fca.org.uk/news/news-stories…
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A fascinating stat on a webinar yesterday. A chartered accountant costed out the. Fee necessary to cover DB transfer advice. £30k minimum!!
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Launch day is here! 🎉 New Dynamic Planner Cash flow is now live. Discover how it helps financial advice firms plan more accurately with their clients? #financialplanners #cashflow #financialadvice
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Meals for kids - taking out the emotion, there is a valid question about effective direction of state benefits, ie getting benefits as directly as possible to those in need. In this light, meals for poor kids is excellent direction. Thread shows how indirect benefits fail
Janey Godley@JaneyGodley23 Oct 2020
Quick story about judging kids for parental poverty - I went to school with no gym kit. My mum & dad had split up, it was mid 70s. Mum had addiction, mental illness’s. A PE teacher dragged me out in front of the class to make an example of me for having no kit
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A very strong Friday listen from the Animal Spirits team. Thoughts @AbrahamOnMoney @MavenAdviser Enjoy. #investing #mythbusting #financialplanning. podcasts.apple.com/gb/podcas…

A Random Talk with Burton Malkiel

Podcast Episode · Animal Spirits Podcast · 2 October 2020 · 33min

podcasts.apple.com
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Having been advised that driving lessons can resume and that cancelled driving tests will be rebooked in order of cancellation can I ask @DVSA_HelpMe @DVSAgovuk why the system to do this is currently in such a shambles? No discernible order and in some cases no email at all?
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What an event! A new level for cycling esport?! #TDFvirtual on @GoZwift many congratulations all, especially @NTTProCycling @teamTIBCO_SVB @WMNcycling @4iiiiUK @tacx
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The mammoth US unemployment claims in their historical context.
1,129
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