Timeline Announces Decumulation Survey Results
Announcements
Tue, Jun 30, 2020

Timeline Announces Decumulation Survey Results

We’re excited to be sharing with you the results from Timelineapp’s annual decumulation survey.
Keep Reading
Timeline Announces Integration with Seven Investment Management
Announcements
Thu, Jun 18, 2020

Timeline Announces Integration with Seven Investment Management

The Integration will deliver a seamless digital retirement experience for 7IM Advisers. Read the full press release here.
Keep Reading
Monitoring a client’s retirement plan with Livetrack
Article
Mon, Jun 15, 2020

Monitoring a client’s retirement plan with Livetrack

As technology becomes an integral part of our lives, the ability to track your client’s plan in real-time is game changing! Read our last blog on how you can monitor your client’s retirement plan with our Livetrack feature.
Keep Reading
Timelineapp Announces New US Tax Feature
Announcements -   New Feature
Tue, Jun 9, 2020

Timelineapp Announces New US Tax Feature

We're excited to launch Timelineapp's new US Tax Feature.
Keep Reading
Don’t just take our word for it - Hear it directly from Financial Planners
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.
Keep Reading
Putting Natural Yield Retirement Income to The Test
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.
Keep Reading
The Importance of Client Review and Withdrawal Policy Statement
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.
Keep Reading
Cash Buffers, Sustainable Withdrawal and Bear Markets
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.
Keep Reading
Lockdown Lessons: Retirement Dry Run
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.
Keep Reading

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time