Announcements
Tue, Nov 20, 2018

David Blanchett: The Grand Retirement Puzzle

This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
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Announcements
Thu, Aug 30, 2018

Justin King: How to help a client avoid a one-way ticket to Geneva

In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
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Announcements
Wed, Aug 22, 2018

Justin King on eternal optimism and why advice is an antidote to N.E.W.S*

Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.
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How-To Videos -   New Feature
Mon, Jul 2, 2018

Legacy & Sustainable Withdrawal In Retirement Portfolio

It's often said that the ideal retirement is one in which you spend your last penny on your last day on earth. The last cheque you write should be to the undertaker, and it should bounce.
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Article
Mon, Jun 25, 2018

Battle plans, cashflow projections and retirement income planning

In the early 1910s, the US military used maps of the Alsace-Lorraine and Champagne regions in France as part of its training programme. Critics however contested that it was spurious for the US Army to base their training on those areas rather than US territories, where they were more likely to fight a war. And so the military changed their training maps to ones on US soil. Then, around two years after the change was made, WW1 began and the US military was deployed to fight in Alsace-Lorraine!
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Announcements
Tue, Jun 12, 2018

We're Hiring - Retirement Consultant

We are on the lookout for a consultant for Timeline, the software for illustrating sustainable withdrawal strategies in retirement income portfolios. The software is used by advisers in 7 countries including the UK and the US.
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Announcements
Mon, Jun 11, 2018

Timeline Completes Seed Funding Round

Timeline, the sustainable withdrawal rate software created by Abraham Okusanya has raised a seed funding round from a group of private investors.
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Research
Tue, May 29, 2018

Probabilistic Thinking and Retirement Income Planning

The fundamental question we’re trying to answer in retirement planning is this: will the money outlive the people or will the people outlive the money? The problem is we simply won’t know for sure until the event has happened, by which time it’s too late to plan.
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How-To Videos
Tue, May 22, 2018

Ratcheting Rule: Mitigating the risk of dying with too much money

We spend a lot of time talking about the risk of running out of money in retirement. But one understated risk of spending conservatively in retirement is the risk of dying with too much money! Yes, that's a thing.
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