Tue, Aug 25, 2020
As financial planners, we're responsible for ensuring our clients don't outlive their savings. Underestimating how long someone will live could be costly. Longevity is central to our planning efforts, and we need to think carefully about it.
Thu, Aug 13, 2020
In this blog, we explain the unique benefits that Timelineapp brings to retirement planning. Here are five reasons you should be using our next-generation retirement income platform to improve your client's retirement journey.
Timelineapp secures £1.8m funding round to meet global demand for next-gen retirement planning solutions
Timelineapp, the next-generation retirement income software, has secured £1.8 million in funding, in a round which included global platform-as-a-service provider FNZ becoming a non-controlling minority investor.
Tue, Jul 21, 2020
When thinking about adopting new ways of doing things, or a different way of conducting business, we ask the question, ‘what’s in it for me (or my business)?’ Enterprises consider the potential costs and benefits of implementing new tools or processes to improve their business and decide to change strategy if the benefits outweigh the costs.
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.