Our latest improvements
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.
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Regulation & Compliance Challenges: Suitability and Sustainability
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.
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Current market trends: A Q&A with Simon Bussy from Altus
Article -   Case Studies
Thu, Mar 25, 2021

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.
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How has Covid-19 affected the UK's retirement finances?
Article -   Research
Tue, Mar 23, 2021

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.
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What’s new: Help Centre, updates and much more…
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.
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Introducing our new Digital Factfind
New Feature -   Announcements
Thu, Mar 11, 2021

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.
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Heightened sequence risk
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.
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4 retirement saving myths debunked
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.
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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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