Article
Fri, Dec 4, 2020
How to make retirement planning compelling for your clients
Timeline offers next generation retirement income software dedicated to making retirement pots last longer. Our unique blend of technology, science and data empowers advisers to win their client's trust and interest with a robust, clear and compelling decumulation journey that is unparalleled in the marketplace. Here's how you can use it to truly engage your clients from day one - and maintain the value of your relationship for years to come.
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Article
Mon, Nov 30, 2020
Paving the way to a new world of retirement planning
Finance, in general, has always been viewed as a pretty boring subject and many can’t be bothered with all the technical details and terminology. So the emergence of exciting technology that helps advisers truly engage with potential retirees is a HUGE opportunity to get them involved and confident in their financial future.
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New Feature
Fri, Nov 20, 2020
New Feature: Capacity For Loss
At Timeline, we know that the FCA's Capacity For Loss compliance requirement can be a headache.
We can solve that headache for you with the launch of our new feature, which quantifies Capacity For Loss based on the performance of a client's portfolio in the historical worst case scenario and the type of lifestyle they could lead based on it.
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Announcements
Wed, Nov 11, 2020
Iress Xplan chooses Timeline
We are thrilled to announce our partnership with Iress Xplan, an award-winning financial planning and wealth management platform. This powerful partnership means advisers and firms using Iress Xplan can now import their client details seamlessly into Timeline. This enables advisers to create personalised retirement plans using Timeline's market leading technology.
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Article
Wed, Oct 28, 2020
Insights from the latest Retirement income data since the introduction of pension freedoms.
Timeline’s Pension & Technical Consultant, Toyosi Lewis, examines the latest FCA Retirement Income Market Data to identify how consumers are taking their pension income and whether or not they are seeking financial advice.
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Article
Thu, Oct 15, 2020
No, QE didn’t break the 4% rule
The 4% percent rule as created by Bill Bengen was never intended to be Newton's Fourth Law of Motion that the industry makes it out to be.
Instead, it's more of a framework that needs to be applied to each retiree's individual circumstance - spending needs, asset allocation, time horizon and fees.
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Article
Tue, Oct 13, 2020
Timelineapp partners with Sanlam to join their series of Adviser Insight events
We recently partnered with Sanlam, a financial planning and investment services group to join their series of Adviser Insight events. The theme focuses on "Decumulation - Developing your Centralised Retirement Proposition!" The purpose is to deliver training to financial advisers to demonstrate how they can assist their clients in the retirement income market. Continue reading.
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Article
Wed, Oct 7, 2020
The Evolution of Timelineapp
In this video, our founder, Abraham Okusanya explains the evolution of our next-generation retirement income platform for financial advisers. He talks about how the idea of Timeline was born, why it’s fit for purpose as a retirement planning platform compared to other cashflow modelling tools out there and its features, which sets Timeline apart and demonstrates why our technological capabilities are invaluable for financial planners and the end client.
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Article
Wed, Sep 30, 2020
COVID-19's Impact on Capital Markets and Sustainability of Retirement Plans
With the recent effects of Covid-19 disrupting the way financial services operate and advising clients, your clients must have access to a dynamic and robust withdrawal framework that is revisited over time to ensure the client stays on track. Read our latest blog as our Founder, Abraham explains how the pandemic has impacted capital markets and the sustainability of retirement plans.
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