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Lifetime Financial commits to compulsory vaccinations for its advisers

Jake Carter

February 23, 2021

Lifetime Financial has committed to compulsory vaccinations for its advisers before the return to face-to-face interaction.

In addition, the planning, mortgage and protection broking provider believes that compulsory vaccinations should become an industry standard.

It also believes that clients should have the right to know if their adviser has been vaccinated before any face-to-face meeting.

Ian Dickinson, managing director of Lifetime Financial, said: “Given the success of online meeting we expect many of our clients will want to continue using this communication channel.

“However, there will be some clients, often older and those in vulnerable categories that prefer face-to-face meetings, and we are committing to ensure that everyone conducting face to face meetings is vaccinated.

“Currently we are conducting very few face-to-face meetings with clients and only at their request, and only when it is absolutely necessary.

“All meeting are socially distanced and this will continue until we can get all our advisers vaccinated.

“But going forward, and as soon as all our advisers are given the opportunity to have a vaccine we want our clients to know that our advisers have been vaccinated.

“We also believe this should be considered best practice for the industry.”


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