Thu, Apr 8, 2021
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.
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.
A few recent studies have highlighted what impact the coronavirus pandemic has had on UK adults from each stage of the retirement journey.
Mon, Mar 15, 2021
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.
Wed, Mar 10, 2021
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.
Wed, Mar 3, 2021
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.
Mon, Mar 1, 2021
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”.