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.
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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.
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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.
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Timelineapp Announces New US Tax Feature
We're excited to launch Timelineapp's new US Tax Feature.
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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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