How to make retirement planning compelling for your clients

We work with a range of firms of all shapes and sizes, including D2C and Workplace Pension Scheme providers, to deliver strong governance and ongoing support that are critical to delivering the best outcomes for customers in the decumulation phase.

Timeline empowers you to:

  • Give confidence through clarity: Engage clients with clear, compelling, data-driven visuals that easily explain key retirement risks, demonstrate the sustainability of various income strategies, empowering them to make informed decisions
  • Build trust through transparency and tracking: Give clients confidence and demonstrate the value of your service with our cutting-edge retirement plan tracker. Livetrack helps clients to see how their retirement journey evolves over time. By tracking the real-time portfolio balance, withdrawals and asset allocation, it provides ongoing monitoring and actionable alerts throughout the customer’s retirement journey
  • Get the full picture with our MI – Our firm-wide dashboard provides crucial MI. Benefit from clear, easy-to-understand insight on customer behaviour and engagement that empowers you as a business to focus on future proposition changes. From withdrawal strategies to success rates, fee structures, and spending strategies, it’s all there at the click of a button.
  • Differentiate yourself: Kick your competitive edge up a gear with the option to enable your customers to see all of their assets with absolute clarity on their own client dashboard - including bank accounts, investments and retirement accounts with third-party providers - to help them build a full picture of their retirement.
  • Cut meeting preparation time in half with Timeline’s automation and suite of powerful and highly visual reports
  • Demonstrate robust compliance: At the touch of button you can assess how your recommendations meet clients’ stated goals and objectives. Our regular monitoring considers relevant investable assets and liabilities as well as income sources in retirement - and quantifies the likelihood of the plan meeting the clients’ projected lifetime expenditures.

All these benefits can be yours with minimal disruption to your current operating model. Timeline enables you to keep your core platforms in-situ but transform your customer engagement through our cutting-edge tech.

Let us help you to:

  • Differentiate your retirement & wealth planning proposition with a slick, contemporary solution
  • Increase operational efficiencies and drive down client-servicing costs by letting our tech do the heavy lifting
  • Increase client engagement with powerful visuals and optional online access to see their retirement plan in action
  • Meet increasing regulatory and competitive pressure from robo-advice and other digital propositions in a way that is cost-effective, scalable and ensures speedy implementation.

Give us a call to talk through your requirements and we will show you why Timeline is the answer you’ve been looking for.

Kate is Business Development Manager at Timeline.

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