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It’s time for change: The outdated tech powering the UK advice market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