Mon, Oct 7, 2019
One common approach to managing retirement income is to rely on natural yield from one's portfolio. The goal of a natural yield approach is to mitigate sequence risk by relying exclusively on dividend/coupon income from the portfolio and so avoid selling down in poor market conditions.
Mon, Sep 30, 2019
It's much more than a traditional cashflow tool; here's how it compares with other UK modelling software.
Wed, Sep 25, 2019
Have a Diploma in Financial Planning and have a working knowledge of the UK tax, pensions and investment landscape. You might already work in financial services, as a paraplanner, financial services administrator etc… and are looking to use your knowledge in another area of the industry. Think you fit the bill, then read on!
Wed, Sep 25, 2019
This short guide provides an overview of how Timeline's decumulation technology can support Retail Investment Advisers' (RIA) compliance with relevant regulations.
Thu, Sep 19, 2019
Our latest blog covers five things you might not know about Timeline, but let's be honest you probably should!
Wed, Sep 11, 2019
We're excited to announce our two-way integration with Nucleus.
Tue, Sep 10, 2019
We're thrilled to announce our two-way integration with Intelliflo.
Tue, Jul 16, 2019
How much money can I take from my portfolio without running out? How long will my portfolio last in retirement? Given my asset allocation, how much would I need to sustain a given level of withdrawal in retirement. Do you frequently get these questions from your clients? We bet.
Tue, Jul 9, 2019
‘How does Timeline work with Voyant?’ This is a question we get asked time and time again. We know many planners use both software. We totally get why. Voyant is a powerful cashflow planning software used by financial planners. Timeline illustrates and creates a sustainable withdrawal strategy for clients.