Timeline Announces Decumulation Survey Results

In its first year, the survey provides valuable insight into the platform and how it’s transforming the relationship between financial planners and their clients and delivering on the promise we made to provide rigour and evidence-based retirement experiences. The results of this survey reflect the feedback of many firms with a wealth of experience in retirement planning. We’re eager to share with you some of the statistics from the results.

The feedback gained will continue to influence our development roadmap through 2020 and beyond. We’re also encouraged that the features such as Livetrack and our Digital Engagement strategy are featuring high on your client engagement strategies.

The report dashboard provides a snapshot review of some of the key metrics we’ve garnered through the survey.

Download survey results here

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.

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