Case Studies
Thu, Jun 4, 2020
Don’t just take our word for it - Hear it directly from Financial Planners
Hear directly from Financial Planners on why they love Timelineapp.
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Article
Tue, Jun 2, 2020
Putting Natural Yield Retirement Income to The Test
The global lockdown continues to throw up important lessons. In particular, it's a useful time to test one's thesis about investing and retirement planning. I've always thought that a good retirement strategy should hold up, not just in good times, but especially in bad times.
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Article
Wed, May 27, 2020
The Importance of Client Review and Withdrawal Policy Statement
Retirement planning has evolved over the years, and this has necessitated the need for suitable advice. A Withdrawal Policy Statement (WPS) focuses on more than the suitability of advice. It considers the overall client retirement experience, details clear and specific retirement goals and how the client and their adviser plan to deal with them once they occur in retirement.
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Article
Tue, May 19, 2020
Cash Buffers, Sustainable Withdrawal and Bear Markets
The current bear market has rekindled the age old debate about the role of cash buffers in retirement portfolios. Read our latest blog.
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Article
Tue, May 12, 2020
Lockdown Lessons: Retirement Dry Run
Is the lockdown a dry run for retirement, spending essential income only? Read our latest blog by our CEO Abraham Okusanya as he explains what we can learn from this retirement dry run.
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Article
Thu, May 7, 2020
How Major World Events Have Always Impacted Stock Markets
Major world events have always impacted stock markets, from risk and return perspectives. Timeline caters for these situations and our technology applies over 100 years of historical capital market data to stress test clients' portfolios in retirement. Read on.
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Announcements
Tue, May 5, 2020
Timeline announces partnership with Altor Wealth
The partnership will deliver a seamless digital retirement experience for every Altor client. Read the full announcement here!
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New Feature
Thu, Apr 16, 2020
Introducing Timeline's new Model Portfolio Centre
We're pleased to announce the changes we have made to Timeline's Model Portfolio Centre. In our latest video, we will show you just how easy this feature is to use.
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Article
Tue, Apr 14, 2020
FCA puts retirement under the spotlight
The Financial Conduct Authority (FCA) has recently confirmed it will be assessing the suitability of decumulation and retirement advice. Read on.
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