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!
Wed, Jan 6, 2021
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.
Tue, Dec 15, 2020
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 >>
Wed, Dec 9, 2020
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…