Lyfeguard is designed to protect personal and financial information through permissioned access, secure storage, read-only financial connections, responsible data governance, and clear user control
Our approach
Lyfeguard exists to organise information that matters: documents, accounts, policies, property details, health context, digital information, estate wishes, family contacts, and professional relationships. This kind of information needs more than convenience. It needs careful design.
Our trust model is built around three principles: the person at the centre controls their information, access should be permissioned and intentional, and sensitive data should be protected through layered safeguards.
Lyfeguard is built around permission. You can keep information private, share selected documents or details with family, or give trusted professionals access to specific parts of your record. Sharing is not all-or-nothing. You can decide who sees what, why they need it, and when access should apply.
Where financial connections are available, they are designed to help you see information, not move money. Lyfeguard can help bring accounts, balances, assets, liabilities, and providers into a clearer view, but it cannot move funds. That distinction matters. Open Finance should help you understand your financial picture without giving unnecessary control over your money.
Lyfeguard supports trusted relationships between individuals and professional firms. That does not mean firms automatically see everything. The client remains at the centre of the record. When information is shared with an adviser, solicitor, executor, attorney, or trusted contact, access should be clear, permissioned, and relevant to the role that person plays.
Security
Lyfeguard is designed for information that needs careful handling. Security controls should protect data while keeping the product usable enough for people to stay organised.
Important documents and details are held in a protected environment designed for sensitive information.
Secure sign-in and account protection measures help reduce unauthorised access risk.
Sharing is based on what a user chooses to make available
Platform monitoring and operational controls support availability and ongoing protection.
Lyfeguard is built using modern cloud infrastructure and security practices appropriate for sensitive data.
Privacy
Lyfeguard stores and organises information that can be deeply personal. Privacy is therefore central to how the service is explained, designed, and governed.Our Privacy Policy explains what information we collect, why we collect it, how we use it, who it may be shared with, how long it may be kept, and the rights you have over your personal data.
Governance
Lyfeguard’s role is to help people organise and permission important information. That means data should be handled carefully, access should be purposeful, and users should be able to understand how their information is used.
Policies
How Lyfeguard collects, uses, protects, and shares personal information.
How cookies and similar technologies may be used across the Lyfeguard website and service.
How cookies and similar technologies may be used across the Lyfeguard website and service.