Article
Mon, Jan 11, 2021
Prepping for annual review is easy with Timeline
Advisers shared with us that they spend more time on investment management than on either client-facing activities or prospecting. Whilst spending a considerable amount of time preparing for an annual review.
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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
Mon, Dec 14, 2020
How advisers can evidence compliance and save time.
Regardless of your feelings on the subject of regulation, proving full compliance is a huge undertaking for financial advisers. The regulator currently requires a business to provide information on how they assess suitability in retirement planning. Relying on simplistic assumptions to illustrate retirement outcomes is not a good idea; allowing for the likelihood of events like market crashes and their impact on a client’s retirement whilst evidencing such is a far more robust approach.
So, what can you to do ensure you’re on your compliance ‘A Game’ without it dominating your office hours and detracting from client time?
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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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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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