It’s time for change: The outdated tech powering the UK advice market
Article
Mon, Mar 1, 2021

It’s time for change: The outdated tech powering the UK advice market

Disruptive fintech company, Timeline, is laying down the gauntlet to the industry to expect more from the technology that underpins it. As experts in building and integrating fintech that supports evidence-based, data driven advice and financial planning in a way that is integrated and intuitive, this team says: “Enough is enough”.
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Timeline launches market leading Risk Profiler
New Feature -   Announcements -   Article
Mon, Mar 1, 2021

Timeline launches market leading Risk Profiler

We’re adding a market-leading Risk Profiler within the Timeline app, that takes the client through a robust, easy-to-complete risk questionnaire and allocates them a risk rating.
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Three reasons why you can trust Timeline
Article
Mon, Feb 22, 2021

Three reasons why you can trust Timeline

Want to know why Timeline is the trusted sustainable withdrawal software for financial advisers and providers in the US, UK, Canada, Australia, and Ireland? Let's examine the evidence.
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Make strong strategic decisions with Timeline’s Management Information
Article
Fri, Feb 12, 2021

Make strong strategic decisions with Timeline’s Management Information

When it comes to running an advisory firm, there are few things more valuable than access to accurate and timely data and insight across your whole estate. Particularly when you need to make critical strategic decisions.
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Pro tips for choosing a tech provider
Article -   Case Studies
Wed, Feb 10, 2021

Pro tips for choosing a tech provider

Integrating with a tech partner to improve your service offering is high stakes. Get it wrong, and you’ll be throwing money into a pit, while dealing with a productivity sink-hole that could affect your whole platform. Our Chief Technology Officer, Nacho Gutierrez, has managed many successful tech integrations over his career. Here, he offers his hard-won practical insights to help you narrow down your list of potentials and make that right choice.
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The Defined Benefit Advice Assessment Tool: Reading between the lines
Article
Fri, Feb 5, 2021

The Defined Benefit Advice Assessment Tool: Reading between the lines

Last month the FCA made clear how they assess the suitability of a DB transfer, by making their Defined Benefit Advice Assessment Tool, now widely known by a catchy little acronym of DBAAT, freely available to anyone who wants to have a look at it.
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Succession Wealth partners with Timeline
Announcements
Tue, Feb 2, 2021

Succession Wealth partners with Timeline

Succession Wealth, one of the UK’s largest independent wealth management and financial planning groups. Has chosen Timeline to power their new proposition to helps clients better plan their retirement journey.
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Longevity chart updates on Timeline
Article -   Research
Wed, Jan 27, 2021

Longevity chart updates on Timeline

We’ve made some tweaks to the way our Longevity Charts look and added some supplementary information to provide extra clarity.
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Demonstrating value for fees
Article
Mon, Jan 25, 2021

Demonstrating value for fees

The value of advice. This is a phrase we are all familiar with. It is on this premise advisers justify the fees they charge clients. And rightly so. Paying for good advice has clear benefits. Wouldn’t you want to live comfortably in retirement without having to worry about the inability to meet your essential spending needs?
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