Toyosi Lewis
Toyosi is the Pension & Technical Consultant at Timelineapp. His experience is in Financial Services and consulting (“Big-4”). Toyosi has the IMC qualification and is a member of the CFA Society of the UK and the Chartered Insurance Institute. Toyosi is one of our content contributors and is often writing articles on retirement and the sustainable withdrawal framework.
Digitising Retirement Planning for Financial Planners
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.
Keep Reading
Monitoring a client’s retirement plan with Livetrack
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.
Keep Reading
The Importance of Client Review and Withdrawal Policy Statement
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.
Keep Reading
How Major World Events Have Always Impacted Stock Markets
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.
Keep Reading
Introducing Timeline's new Model Portfolio Centre
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.
Keep Reading
FCA puts retirement under the spotlight
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.
Keep Reading
The unknown unknowns of Retirement Planning.
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!
Keep Reading
Financial Planners Versus Financial Advisers: Are Households better off?
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.
Keep Reading

Schedule a Demo

Suggest a date and time