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.

Exhibit a: Credible expertise

Our mission is to make retirement portfolios last a lifetime. That’s why the timeline story is peppered with key experts from the retirement income field.

As well as Georgios Bouzianis, our Senior Quantitative Analyst with a PhD from Goldsmiths, University Of London, and Toyosi Lewis, our Specialist Pension & Technical Consultant who helps baby boomers retire in style by solving their decumulation problem, there’s our founder and CEO, Abraham Okusanya (MSc, CFP, AFPS, MSCI) who literally wrote the book Beyond The 4% Rule: The Science of Retirement Portfolios that Last a Lifetime.

Before Timeline was a twinkle in Abraham’s eye, he founded the UK’s premier flat-fee turnkey asset management firm Betafolio, and the research consultancy, FinalytiQ.

When not at Timeline Towers, you can find Abraham hosting the annual Science of Retirement Conference in London (the go-to event for financial advisers looking to gain in-depth, research-based insight on retirement income planning) or giving talks to the Financial Conduct Authority (FCA), Chartered Insurance Institute (CII), Personal Finance Society (PFS), The Association of British Insurers (ABI), and Chartered Institute for Securities & Investment (CISI).

Exhibit b: Credible code

The secret sauce behind our next-generation retirement income platform is our credible code. It’s our ‘retirement reimagined’ DNA.

Our robust, rich code, which helps planners to create elegantly-simple, evidence-based withdrawal strategies where the money outlives the people, was verified by Professor Wade D. Pfau, PhD, a Professor of Retirement Income holding a PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services.

Pfau is a co-editor of the Journal of Personal Finance, frequently publishes in a host of academic and practitioner research journals, and hosts the Retirement Researcher blog. He is also a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panellist for The Wall Street Journal. His research has been discussed in print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.

Exhibit c: Credible data

To help bring a client’s retirement journey to life, Timeline unleashes decades of empirical data and research and tracks the underlying weightings of over 10,000 funds.

We achieve this through the use of trusted data sources, such as IFD, which is run by experts such as Professor Wade D. Pfau.

The end result is powerful retirement income software that transforms our longevity data into visually dynamic, easy-to-understand withdrawal strategies for your clients.

Ok, we’ll throw in an extra slice of credibility. Here’s some honest feedback from one of our clients who uses Timeline day in, day out to support their clients to make sound decisions for their future:

“Incorporating the use of Timeline within our financial planning process has provided numerous benefits to us as a firm and, more importantly, to our clients” -

Eleanor King, Ian King Financial Planning

When you use Timeline to plan your clients’ financial futures, you - and your clients - couldn’t be in safer hands.

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Ed is Chief Commercial Officer at Timeline.

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