Hana Dickinson
Marketing Manager
Cashflow planning is live on Timeline
New Feature -   Announcements
Mon, Sep 6, 2021

Cashflow planning is live on Timeline

We have rolled out a series of developments in recent weeks to bolster our financial planning software and help advisers drive down the amount they spend on technology each and every year.
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Retirementals podcast with Sean Hagerty, Vanguard Europe’s Managing Director
Tue, Aug 3, 2021

Retirementals podcast with Sean Hagerty, Vanguard Europe’s Managing Director

Abraham Okusanya speaks to Sean Hagerty, Managing Director of Vanguard Europe, in the latest episode of Retirementals. Abraham throws Sean into the deep end, asking a broad range of questions, ranging from Sean’s approach to retirement to the 10th anniversary of LifeStrategy funds and their success, and much more.
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Timeline Survey: The results are in
Article -   Research
Mon, Jul 19, 2021

Timeline Survey: The results are in

As part of our commitment to the ongoing development and improvement of Timeline, our second annual survey was sent out earlier this year. Completed surveys were received from an impressive number of advisers and their data analysed to look at what we’re doing well and where we can improve.
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Introducing goals, one-off expenses and life phases
Announcements -   New Feature
Fri, Jul 9, 2021

Introducing goals, one-off expenses and life phases

We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
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What's new: Timeline's Cashflow charts
New Feature
Thu, Jul 1, 2021

What's new: Timeline's Cashflow charts

We have recently released Cashflow charts to show the overview of income and expenditure. This is now available to all UK users on the back-of-the-envelope plans with integration into the full plans coming soon.
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Retirementals Episode 11: BIG NEWS - Special episode
Article
Wed, Jun 2, 2021

Retirementals Episode 11: BIG NEWS - Special episode

SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode.
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WEBINAR: Rebuilding the adviser tech stack
Wed, May 26, 2021

WEBINAR: Rebuilding the adviser tech stack

We are holding an exclusive Live Launch webinar for clients on 2nd June to unveil our plans and give you a first look at what we’ve been working on. If you’re not yet a client, read on for details on how you can get involved.
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 Timeline’s coveted market fluctuation charts are now live for UK users
Thu, May 20, 2021

Timeline’s coveted market fluctuation charts are now live for UK users

Don’t just tell your clients their retirement journey is still on track. Show them. Timeline’s engaging visualisations put last year in perspective, with a reassuringly clear view of long-term performance, recovery and returns.
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Abraham Okusanya’s Retirementals Podcast
Fri, May 7, 2021

Abraham Okusanya’s Retirementals Podcast

Have you listened to Abraham’s Retirementals podcast yet? Each episode is hosted by our CEO, Abraham Okusanya, as he interviews and debates the topics of the day with a range of insightful and influential guests.
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Income sources update
New Feature -   Announcements
Fri, Apr 23, 2021

Income sources update

Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!
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Harnessing the power of feedback
Article
Thu, Apr 22, 2021

Harnessing the power of feedback

Do you want to know one of the secrets of our success? We listen. Feedback from users is what drives us to always be improving. After all, who better to guide us than the very people using our software?
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