Category: Announcements

Timeline announces partnership with Altor Wealth
Announcements
Tue, May 5, 2020

Timeline announces partnership with Altor Wealth

The partnership will deliver a seamless digital retirement experience for every Altor client. Read the full announcement here!
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Introducing Timelineapp's Livetrack Feature
Announcements
Mon, Feb 17, 2020

Introducing Timelineapp's Livetrack Feature

Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner.
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Timeline's Retirement Income Software Integrates with Redtail Technology
Announcements
Tue, Jan 28, 2020

Timeline's Retirement Income Software Integrates with Redtail Technology

Our latest integration with Redtail Technology gives advisors the ability to easily import client data for efficient creation of sustainable retirement plans.
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Timeline Wins Second Place at Money20/20 Startup Academy
Announcements
Wed, Nov 6, 2019

Timeline Wins Second Place at Money20/20 Startup Academy

Timeline won second place in the Startup Academy competition at the Money20/20 conference held on October 17-30th in Las Vegas.
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We're hiring: Technical Pensions Specialist
Announcements
Wed, Sep 25, 2019

We're hiring: Technical Pensions Specialist

Have a Diploma in Financial Planning and have a working knowledge of the UK tax, pensions and investment landscape. You might already work in financial services, as a paraplanner, financial services administrator etc… and are looking to use your knowledge in another area of the industry. Think you fit the bill, then read on!
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Timeline announces integration with Intelliflo's Intelligent Office
Announcements
Tue, Sep 10, 2019

Timeline announces integration with Intelliflo's Intelligent Office

We're thrilled to announce our two-way integration with Intelliflo.
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David Blanchett: Sustainable Withdrawal Rates: A Smart Alternative to Reducing Life Expectancy
Announcements
Wed, Dec 12, 2018

David Blanchett: Sustainable Withdrawal Rates: A Smart Alternative to Reducing Life Expectancy

Did you know that retirement costs more than double what it did 30 years ago?In this light-hearted video, David Blanchett's PhD, CFA, CFP shares his thoughts on what people can do about it.
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David Blanchett: Retirement crisis? What Retirement Crisis…?
Announcements
Tue, Dec 11, 2018

David Blanchett: Retirement crisis? What Retirement Crisis…?

In this video, David Blanchett PhD, CFA, CFP poses the question, is there a retirement crisis? Meaning, will everybody run out of money?
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David Blanchett: Sustainable Withdrawal Rate - A UK Perspective
Announcements
Wed, Nov 28, 2018

David Blanchett: Sustainable Withdrawal Rate - A UK Perspective

In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.
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David Blanchett: The Grand Retirement Puzzle
Announcements
Tue, Nov 20, 2018

David Blanchett: The Grand Retirement Puzzle

This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
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Justin King: How to help a client avoid a one-way ticket to Geneva
Announcements
Thu, Aug 30, 2018

Justin King: How to help a client avoid a one-way ticket to Geneva

In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
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Justin King on eternal optimism and why advice is an antidote to N.E.W.S*
Announcements
Wed, Aug 22, 2018

Justin King on eternal optimism and why advice is an antidote to N.E.W.S*

Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.
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We're Hiring - Retirement Consultant
Announcements
Tue, Jun 12, 2018

We're Hiring - Retirement Consultant

We are on the lookout for a consultant for Timeline, the software for illustrating sustainable withdrawal strategies in retirement income portfolios. The software is used by advisers in 7 countries including the UK and the US.
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Timeline Completes Seed Funding Round
Announcements
Mon, Jun 11, 2018

Timeline Completes Seed Funding Round

Timeline, the sustainable withdrawal rate software created by Abraham Okusanya has raised a seed funding round from a group of private investors.
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Timeline Goes to Chicago!
Announcements
Thu, Apr 19, 2018

Timeline Goes to Chicago!

On April 30th we'll be taking Timeline, the Sustainable Withdrawal Rate software to the Retirement Income Summit 2018 in Chicago! For two days, we'll be showing off the software to over 400 advisers from across the US!
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