WEBINAR: Rebuilding the adviser tech stack
Wed, May 26, 2021

WEBINAR: Rebuilding the adviser tech stack

We are holding an exclusive Live Launch webinar for clients on 2nd June to unveil our plans and give you a first look at what we’ve been working on. If you’re not yet a client, read on for details on how you can get involved.
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 Timeline’s coveted market fluctuation charts are now live for UK users
Thu, May 20, 2021

Timeline’s coveted market fluctuation charts are now live for UK users

Don’t just tell your clients their retirement journey is still on track. Show them. Timeline’s engaging visualisations put last year in perspective, with a reassuringly clear view of long-term performance, recovery and returns.
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Abraham Okusanya’s Retirementals Podcast
Fri, May 7, 2021

Abraham Okusanya’s Retirementals Podcast

Have you listened to Abraham’s Retirementals podcast yet? Each episode is hosted by our CEO, Abraham Okusanya, as he interviews and debates the topics of the day with a range of insightful and influential guests.
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Income sources update
New Feature -   Announcements
Fri, Apr 23, 2021

Income sources update

Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!
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Harnessing the power of feedback
Article
Thu, Apr 22, 2021

Harnessing the power of feedback

Do you want to know one of the secrets of our success? We listen. Feedback from users is what drives us to always be improving. After all, who better to guide us than the very people using our software?
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Our latest improvements
New Feature
Wed, Apr 14, 2021

Our latest improvements

We like to keep busy here at Timeline and our team listens to feedback all day, every day. We listen because you are the people who can best tell us how and what to improve. So, here’s a quick round up of our latest developments.
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Regulation & Compliance Challenges: Suitability and Sustainability
Article
Thu, Apr 8, 2021

Regulation & Compliance Challenges: Suitability and Sustainability

With a growing interest in retirement advice as more clients go into drawdown, doing the right thing by the client has never been more important. The regulator is focused on suitability, sustainability and the right advice at the right stage of the clients saving and spending journey.
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Current market trends: A Q&A with Simon Bussy from Altus
Article -   Case Studies
Thu, Mar 25, 2021

Current market trends: A Q&A with Simon Bussy from Altus

We like to keep up-to-date with the latest market trends here at Timeline. So when we got the opportunity to chat with Simon Bussy who heads up Wealth at Altus, we leapt at the chance.
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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.
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