New Feature
Wed, Apr 14, 2021
Our latest improvements
We like to keep busy here at Timeline and our team listens to feedback all day, every day. We listen because you are the people who can best tell us how and what to improve. So, here’s a quick round up of our latest developments.
Keep Reading
Article
Thu, Apr 8, 2021
Regulation & Compliance Challenges: Suitability and Sustainability
With a growing interest in retirement advice as more clients go into drawdown, doing the right thing by the client has never been more important. The regulator is focused on suitability, sustainability and the right advice at the right stage of the clients saving and spending journey.
Keep Reading
Current market trends: A Q&A with Simon Bussy from Altus
We like to keep up-to-date with the latest market trends here at Timeline. So when we got the opportunity to chat with Simon Bussy who heads up Wealth at Altus, we leapt at the chance.
Keep Reading
How has Covid-19 affected the UK's retirement finances?
A few recent studies have highlighted what impact the coronavirus pandemic has had on UK adults from each stage of the retirement journey.
Keep Reading
Article
Mon, Mar 15, 2021
What’s new: Help Centre, updates and much more…
At Timeline we like to stay up to date with current trends and technology.
Recently we have been updating our app with new tools and revamping the Help Centre on our website to ensure our clients can find the support they need quickly and easily.
Keep Reading
Introducing our new Digital Factfind
We’re rolling out a Digital Factfind that can be completed by the adviser with the client present, or sent to the client to fill in ahead of the meeting.
Keep Reading
Article
Wed, Mar 10, 2021
Heightened sequence risk
Poor returns early in retirement can cause untold damage to your prospects of a decent income for life. Sequence risk is often confused with volatility, a traditional measure of investment risk. This extract from Abraham Okusanya's 'Beyond the 4% rule' discusses the impact of sequence risk.
Keep Reading
Article
Wed, Mar 3, 2021
4 retirement saving myths debunked
When it comes to saving for retirement, there's a lot of conflicting messaging out there. It's no wonder that many clients aren't sure of the best time to retire or how much they should have squirreled away to survive - and thrive - in their golden years.
Keep Reading
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It’s time for change: The outdated tech powering the UK advice market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”.
Keep Reading
