Mon, Oct 7, 2019

Retirement Income: Natural Yield AND Free Dividend Fallacy

One common approach to managing retirement income is to rely on natural yield from one's portfolio. The goal of a natural yield approach is to mitigate sequence risk by relying exclusively on dividend/coupon income from the portfolio and so avoid selling down in poor market conditions. 
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Mon, Sep 30, 2019

How does Timeline differ from other cashflow tools?

It's much more than a traditional cashflow tool; here's how it compares with other UK modelling software.
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Announcements
Wed, Sep 25, 2019

We're hiring: Technical Pensions Specialist

Have a Diploma in Financial Planning and have a working knowledge of the UK tax, pensions and investment landscape. You might already work in financial services, as a paraplanner, financial services administrator etc… and are looking to use your knowledge in another area of the industry. Think you fit the bill, then read on!
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Wed, Sep 25, 2019

How Timeline helps advisers with regulatory compliance for income drawdown

This short guide provides an overview of how Timeline's decumulation technology can support Retail Investment Advisers' (RIA) compliance with relevant regulations.
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Thu, Sep 19, 2019

Five things you didn't know about Timeline

Our latest blog covers five things you might not know about Timeline, but let's be honest you probably should!
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Wed, Sep 11, 2019

Timeline announces integration with Nucleus

We're excited to announce our two-way integration with Nucleus.
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Announcements
Tue, Sep 10, 2019

Timeline announces integration with Intelliflo's Intelligent Office

We're thrilled to announce our two-way integration with Intelliflo.
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How-To Videos
Tue, Jul 16, 2019

Goal Seek for Decumulation

How much money can I take from my portfolio without running out? How long will my portfolio last in retirement? Given my asset allocation, how much would I need to sustain a given level of withdrawal in retirement. Do you frequently get these questions from your clients? We bet.
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Case Studies
Tue, Jul 9, 2019

Using Timeline with Voyant

‘How does Timeline work with Voyant?’ This is a question we get asked time and time again. We know many planners use both software. We totally get why. Voyant is a powerful cashflow planning software used by financial planners. Timeline illustrates and creates a sustainable withdrawal strategy for clients.
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