New Feature
Wed, Apr 14, 2021
Our latest improvements
We like to keep busy here at Timeline and our team listens to feedback all day, every day. We listen because you are the people who can best tell us how and what to improve. So, here’s a quick round up of our latest developments.
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Introducing our new Digital Factfind
We’re rolling out a Digital Factfind that can be completed by the adviser with the client present, or sent to the client to fill in ahead of the meeting.
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Timeline launches market leading Risk Profiler
We’re adding a market-leading Risk Profiler within the Timeline app, that takes the client through a robust, easy-to-complete risk questionnaire and allocates them a risk rating. Oh, and did we mention? It's available at no extra cost for our Timeline users!
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Longevity chart updates on Timeline
We’ve made some tweaks to the way our Longevity Charts look and added some supplementary information to provide extra clarity.
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New Feature
Wed, Jan 6, 2021
Keep track of your clients' LTA on Timeline
Timeline has added the facility to keep track of client’s Lifetime Allowances (LTA) so you can give them an accurate representation of their used allowance and the tax implications of any further withdrawals from their pension pots.
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New Feature
Tue, Dec 15, 2020
All the benefits of Timeline for clients at any stage of their savings journey
We’ve listened to adviser feedback asking us to merge the accumulation and decumulation phases into a single plan - and this is now available for all NEW plans created on Timeline. Plus, to help our users to get maximum value from Timeline asap, we have rolled out a set-up wizard to guide users through the creation and optimisation of any new plan. Find out more >>
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Article
Wed, Dec 9, 2020
Using ‘Guardrails’ to optimise your client’s withdrawal rate
Guardrails help you to ensure your clients are taking the optimum amount from their portfolio to meet their financial and tax planning goals. Here’s how they work…
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