Retirementals Episode 11: BIG NEWS - Special episode

SPECIAL EPISODE

Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode:

  • How many pieces of tech advisers need, and the lack of seamless integration on the market
  • How Timeline is rebuilding the adviser tech stack to save advisers time, risk and cost AND deliver better client outcomes.
  • Reducing the cost of investing for the client through Evidence Based Investing and why it is the most effective way to capture returns.
  • BIG NEWS: The powerful combination of Timeline’s planning tools and Betafolio’s investment prowess as a single, combined proposition that delights advisers and their clients.

Guest profile

Abraham Okusanya, MSc, Chartered MCSI, Founder/CEO of Timeline

After a stint at RBS, Abraham spent nearly a decade running an investment consultancy that counted Aviva, AJ Bell, Transact and others among its clients. He came to the conclusion that the way the industry does retirement planning and portfolio management sucks and created Timeline to help change that. He authored Beyond The 4% Rule, has written several industry papers and delivered talks to the FCA, ABI, PFS and financial professionals at conferences around the world.

Justin King IFA

Justin is the Managing Director and Chartered Financial Planner at MFP Wealth Management. He is one of the most qualified independent financial advisers in the country. He has been questioned on topics like the minutiae of trusts and wills, and the intricacies of the UK care system. Justin continues to learn and research, striving to be the kind of retirement planner he’d choose for himself.

Marketing Manager

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