Fri, May 7, 2021
Abraham Okusanya’s Retirementals Podcast
Have you listened to Abraham’s Retirementals podcast yet? Each episode is hosted by our CEO, Abraham Okusanya, as he interviews and debates the topics of the day with a range of insightful and influential guests.
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Income sources update
Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!
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Thu, Apr 22, 2021
Harnessing the power of feedback
Do you want to know one of the secrets of our success? We listen. Feedback from users is what drives us to always be improving. After all, who better to guide us than the very people using our software?
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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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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
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?
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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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
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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