Living Longer: Looking beyond average life expectancies
Article
Tue, Aug 25, 2020

Living Longer: Looking beyond average life expectancies

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.
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Five ways to improve your client’s retirement journey
Article
Thu, Aug 13, 2020

Five ways to improve your client’s retirement journey

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.
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Part 2:  Adviser Tech Integration: Open vs Closed
Article
Thu, Aug 6, 2020

Part 2: Adviser Tech Integration: Open vs Closed

In part two of our blog, we address how we fix the UK adviser technology landscape problem. If you enjoyed part one, on adviser tech integration, we think you’ll find this interesting!
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Part 1: Advice Tech Integration: Open vs Closed
Article
Tue, Aug 4, 2020

Part 1: Advice Tech Integration: Open vs Closed

In part 1 of this blog series, Abraham ponders on the sorry state of adviser technology in today’s market.
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Timelineapp secures £1.8m funding round to meet global demand for next-gen retirement planning solutions
Announcements -   Article
Wed, Jul 22, 2020

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.
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Digitising Retirement Planning for Financial Planners
Article
Tue, Jul 21, 2020

Digitising Retirement Planning for Financial Planners

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.
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Timeline Announces Decumulation Survey Results
Announcements
Tue, Jun 30, 2020

Timeline Announces Decumulation Survey Results

We’re excited to be sharing with you the results from Timelineapp’s annual decumulation survey.
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Timeline Announces Integration with Seven Investment Management
Announcements
Thu, Jun 18, 2020

Timeline Announces Integration with Seven Investment Management

The Integration will deliver a seamless digital retirement experience for 7IM Advisers. Read the full press release here.
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Monitoring a client’s retirement plan with Livetrack
Article
Mon, Jun 15, 2020

Monitoring a client’s retirement plan with Livetrack

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.
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