Article
Tue, Jul 21, 2020
Digitising Retirement Planning for Financial Planners
When thinking about adopting new ways of doing things, or a different way of conducting business, we ask the question, ‘what’s in it for me (or my business)?’ Enterprises consider the potential costs and benefits of implementing new tools or processes to improve their business and decide to change strategy if the benefits outweigh the costs.
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Article
Mon, Jun 15, 2020
Monitoring a client’s retirement plan with Livetrack
As technology becomes an integral part of our lives, the ability to track your client’s plan in real-time is game changing! Read our last blog on how you can monitor your client’s retirement plan with our Livetrack feature.
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Article
Wed, May 27, 2020
The Importance of Client Review and Withdrawal Policy Statement
Retirement planning has evolved over the years, and this has necessitated the need for suitable advice. A Withdrawal Policy Statement (WPS) focuses on more than the suitability of advice. It considers the overall client retirement experience, details clear and specific retirement goals and how the client and their adviser plan to deal with them once they occur in retirement.
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Article
Thu, May 7, 2020
How Major World Events Have Always Impacted Stock Markets
Major world events have always impacted stock markets, from risk and return perspectives. Timeline caters for these situations and our technology applies over 100 years of historical capital market data to stress test clients' portfolios in retirement. Read on.
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New Feature
Thu, Apr 16, 2020
Introducing Timeline's new Model Portfolio Centre
We're pleased to announce the changes we have made to Timeline's Model Portfolio Centre. In our latest video, we will show you just how easy this feature is to use.
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Article
Tue, Apr 14, 2020
FCA puts retirement under the spotlight
The Financial Conduct Authority (FCA) has recently confirmed it will be assessing the suitability of decumulation and retirement advice. Read on.
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Thu, Jan 30, 2020
The unknown unknowns of Retirement Planning.
Retirement planning is sometimes seen as something of a nightmare for individuals who’re almost at the point of retirement, or workers who’re considering how they would get on once they hang up their boots!
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Thu, Jan 30, 2020
Financial Planners Versus Financial Advisers: Are Households better off?
There’s an expectation that households with access to financial advice would make better investment-based decisions compared to similar households without access to financial advice.
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