Putting Natural Yield Retirement Income to The Test
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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The Importance of Client Review and Withdrawal Policy Statement
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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Cash Buffers, Sustainable Withdrawal and Bear Markets
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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Lockdown Lessons: Retirement Dry Run
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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How Major World Events Have Always Impacted Stock Markets
Article
Thu, May 7, 2020

How Major World Events Have Always Impacted Stock Markets

Major world events have always impacted stock markets, from risk and return perspectives. Timeline caters for these situations and our technology applies over 100 years of historical capital market data to stress test clients' portfolios in retirement. Read on.
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Timeline announces partnership with Altor Wealth
Announcements
Tue, May 5, 2020

Timeline announces partnership with Altor Wealth

The partnership will deliver a seamless digital retirement experience for every Altor client. Read the full announcement here!
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Introducing Timeline's new Model Portfolio Centre
New Feature
Thu, Apr 16, 2020

Introducing Timeline's new Model Portfolio Centre

We're pleased to announce the changes we have made to Timeline's Model Portfolio Centre. In our latest video, we will show you just how easy this feature is to use.
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FCA puts retirement under the spotlight
Article
Tue, Apr 14, 2020

FCA puts retirement under the spotlight

The Financial Conduct Authority (FCA) has recently confirmed it will be assessing the suitability of decumulation and retirement advice. Read on.
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3 questions Financial Advisers should be asking themselves
Article
Fri, Mar 27, 2020

3 questions Financial Advisers should be asking themselves

Timeline does every day. In this blog, we explain how you can use Timeline for accurate and simplified retirement planning.
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