Mon, Mar 15, 2021
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.
Wed, Mar 10, 2021
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.
Wed, Mar 3, 2021
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.
Mon, Mar 1, 2021
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”.
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!
Fri, Feb 12, 2021
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.
Integrating with a tech partner to improve your service offering is high stakes. Get it wrong, and you’ll be throwing money into a pit, while dealing with a productivity sink-hole that could affect your whole platform. Our Chief Technology Officer, Nacho Gutierrez, has managed many successful tech integrations over his career. Here, he offers his hard-won practical insights to help you narrow down your list of potentials and make that right choice.