How has Covid-19 affected the UK's retirement finances?
Article -   Research
Tue, Mar 23, 2021

How has Covid-19 affected the UK's retirement finances?

A few recent studies have highlighted what impact the coronavirus pandemic has had on UK adults from each stage of the retirement journey.
Keep Reading
What’s new: Help Centre, updates and much more…
Article
Mon, Mar 15, 2021

What’s new: Help Centre, updates and much more…

At Timeline we like to stay up to date with current trends and technology. Recently we have been updating our app with new tools and revamping the Help Centre on our website to ensure our clients can find the support they need quickly and easily.
Keep Reading
Introducing our new Digital Factfind
New Feature -   Announcements
Thu, Mar 11, 2021

Introducing our new Digital Factfind

We’re rolling out a Digital Factfind that can be completed by the adviser with the client present, or sent to the client to fill in ahead of the meeting.
Keep Reading
Heightened sequence risk
Article
Wed, Mar 10, 2021

Heightened sequence risk

Poor returns early in retirement can cause untold damage to your prospects of a decent income for life. Sequence risk is often confused with volatility, a traditional measure of investment risk. This extract from Abraham Okusanya's 'Beyond the 4% rule' discusses the impact of sequence risk.
Keep Reading
4 retirement saving myths debunked
Article
Wed, Mar 3, 2021

4 retirement saving myths debunked

When it comes to saving for retirement, there's a lot of conflicting messaging out there. It's no wonder that many clients aren't sure of the best time to retire or how much they should have squirreled away to survive - and thrive - in their golden years.
Keep Reading
It’s time for change: The outdated tech powering the UK advice market
Article
Mon, Mar 1, 2021

It’s time for change: The outdated tech powering the UK advice market

Disruptive fintech company, Timeline, is laying down the gauntlet to the industry to expect more from the technology that underpins it. As experts in building and integrating fintech that supports evidence-based, data driven advice and financial planning in a way that is integrated and intuitive, this team says: “Enough is enough”.
Keep Reading
Timeline launches market leading Risk Profiler
New Feature -   Announcements -   Article
Mon, Mar 1, 2021

Timeline launches market leading Risk Profiler

We’re adding a market-leading Risk Profiler within the Timeline app, that takes the client through a robust, easy-to-complete risk questionnaire and allocates them a risk rating. Oh, and did we mention? It's available at no extra cost for our Timeline users!
Keep Reading
Three reasons why you can trust Timeline
Article
Mon, Feb 22, 2021

Three reasons why you can trust Timeline

Want to know why Timeline is the trusted sustainable withdrawal software for financial advisers and providers in the US, UK, Canada, Australia, and Ireland? Let's examine the evidence.
Keep Reading
Make strong strategic decisions with Timeline’s Management Information
Article
Fri, Feb 12, 2021

Make strong strategic decisions with Timeline’s Management Information

When it comes to running an advisory firm, there are few things more valuable than access to accurate and timely data and insight across your whole estate. Particularly when you need to make critical strategic decisions.
Keep Reading

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time