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.
Thu, May 7, 2020
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.
Fri, Mar 27, 2020
Timeline does every day. In this blog, we explain how you can use Timeline for accurate and simplified retirement planning.