How Enhance Works
Lifetime Enhance provides a structured, compliant, and efficient way for financial planning firms to transition and support clients, while maximising commercial value and upholding the highest service standards. Whether your firm needs a fully managed solution or collaborative support, our approach adapts to your operational requirements.
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The Onboarding Process
The onboarding process with Lifetime Enhance is simple, transparent, and tailored to your firm.
Step 1: Define Portfolio Threshold
Work with us to establish clear criteria for client segmentation, deciding which clients are eligible for transition.
Step 2: Prepare & Communicate
We craft and deliver all client communications, ensuring every message is compliant and protects your brand and client relationships.
Step 3: Seamless Transition & Support
ur team manages every stage, prioritising client experience and continuity. Each client receives a personal introduction to their new service and ongoing support.
Step 4: Commercial Agreement
A fair, transparent commercial agreement is created to align long-term value for all parties.
For more about segmentation and client fit, visit our Who We Serve page.
Benefits for Your Business
Lifetime Enhance delivers measurable commercial, operational, and compliance value:
- Increase adviser capacity to focus on high-value clients
- Grow business value with many firms seeing a 10%+ increase (based on an increase in average portfolio size)
- Reduce regulatory risk by releasing ties to carve-out clients
- Long-term revenue: recurring income for up to five years post-transition
- Streamlined operations: less admin, more efficiency
- Protect your reputation: a trusted team ensures all transitions are handled with care and professionalism
Explore your firm’s growth strategy on our About Us and The Enhance Service pages.
Benefits for Your Clients
With Lifetime Enhance, clients enjoy:
- Personalised financial planning aligned to their goals
- Regulated financial advice from qualified advisers
- Access to support from advisers and coaches
- The Lifetime hub app for ongoing financial wellbeing
- Regular webinars & annual reviews
- Transparent communication at every stage
- Continuity & care: every client is treated with respect
Read client feedback in our Testimonials.
Want to Learn More?
See our Who We Serve and Testimonials pages for more details, or Contact Us for a confidential discussion about your firm’s specific needs.
