Provided in partnership with Beck Financial, Lyfeguard gives you a secure, streamlined way to organise, protect, and share essential information—so your financial advice is more focused, personal, and effective
Important information often ends up scattered across emails, drawers, downloads, portals, folders, apps, and people’s memories. Lyfeguard gives you one secure place to store and organise the things that matter. Upload documents, add details manually, scan from your phone, and categorise information so it is easier to find later. Store the document once, then find it by what it is, who it relates to, or when it matters.
Life admin does not only happen at a desk. You may need information at home, in a meeting with an adviser, at a solicitor’s office, while supporting a family member, or during an emergency. Lyfeguard is built so important information can be accessed securely when and where it is needed.
our financial life may include current accounts, savings, pensions, investments, mortgages, credit cards, loans, insurance, and providers you rarely log into. Lyfeguard helps you bring more of that picture together. Where financial connections are available, they are read-only by design. Lyfeguard can help you see information, but it cannot move your money.
Organisation is useful. Understanding is better. Lyfeguard helps turn scattered information into a clearer view of your finances, documents, providers, and important life details. Use insights to see what you have, what may be missing, what has changed, and where you may need to take action.
Some life admin only becomes urgent when it has already been missed. Lyfeguard helps you stay ahead of important dates, renewals, reviews, and expiry moments without turning organisation into noise.
Sharing sensitive information should never feel all-or-nothing. With Lyfeguard, you can share selected documents, details, hubs, or information with the people who need them. That might be a family member, financial adviser, solicitor, executor, attorney, trusted contact, or someone supporting you through a life event. You decide what they can see and why.
Store documents, accounts, policies, property details, wishes, and key contacts in one secure place, then choose exactly who can access what.
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