Retirementals podcast with Sean Hagerty, Vanguard Europe’s Managing Director
Tue, Aug 3, 2021

Retirementals podcast with Sean Hagerty, Vanguard Europe’s Managing Director

Abraham Okusanya speaks to Sean Hagerty, Managing Director of Vanguard Europe, in the latest episode of Retirementals. Abraham throws Sean into the deep end, asking a broad range of questions, ranging from Sean’s approach to retirement to the 10th anniversary of LifeStrategy funds and their success, and much more.
Keep Reading
Timeline Survey: The results are in
Article -   Research
Mon, Jul 19, 2021

Timeline Survey: The results are in

As part of our commitment to the ongoing development and improvement of Timeline, our second annual survey was sent out earlier this year. Completed surveys were received from an impressive number of advisers and their data analysed to look at what we’re doing well and where we can improve.
Keep Reading
Introducing goals, one-off expenses and life phases
Announcements -   New Feature
Fri, Jul 9, 2021

Introducing goals, one-off expenses and life phases

We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
Keep Reading
What's new: Timeline's Cashflow charts
New Feature
Thu, Jul 1, 2021

What's new: Timeline's Cashflow charts

We have recently released Cashflow charts to show the overview of income and expenditure. This is now available to all UK users on the back-of-the-envelope plans with integration into the full plans coming soon.
Keep Reading
Timeline is here to clear up your tech stack.
Fri, Jun 18, 2021

Timeline is here to clear up your tech stack.

Your clients don’t care about Timeline, and we’re fine with that. Actually, they don’t really care about any of the tech you use to plan, organise and deliver your service. What they care about is peace of mind - knowing their financial future is secure and can withstand any future bumps in the road.
Keep Reading
Retirementals Episode 11: BIG NEWS - Special episode
Article
Wed, Jun 2, 2021

Retirementals Episode 11: BIG NEWS - Special episode

SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode.
Keep Reading
Don’t complain. Compete.
Fri, May 28, 2021

Don’t complain. Compete.

In this blog our CEO, Abraham Okusanya, explains why his philosophy of competing rather than complaining has netted our sister business, Betafolio, an incredible £250m in assets in just over a year. And you won’t believe what we’re doing next…!
Keep Reading
WEBINAR: Rebuilding the adviser tech stack
Wed, May 26, 2021

WEBINAR: Rebuilding the adviser tech stack

We are holding an exclusive Live Launch webinar for clients on 2nd June to unveil our plans and give you a first look at what we’ve been working on. If you’re not yet a client, read on for details on how you can get involved.
Keep Reading
 Timeline’s coveted market fluctuation charts are now live for UK users
Thu, May 20, 2021

Timeline’s coveted market fluctuation charts are now live for UK users

Don’t just tell your clients their retirement journey is still on track. Show them. Timeline’s engaging visualisations put last year in perspective, with a reassuringly clear view of long-term performance, recovery and returns.
Keep Reading

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time