Thu, Jun 18, 2020
The Integration will deliver a seamless digital retirement experience for 7IM Advisers. Read the full press release here.
Mon, Jun 15, 2020
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.
Thu, Jun 4, 2020
Hear directly from Financial Planners on why they love Timelineapp.
Tue, Jun 2, 2020
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.
Wed, May 27, 2020
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.
Tue, May 19, 2020
The current bear market has rekindled the age old debate about the role of cash buffers in retirement portfolios. Read our latest blog.