We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
Listening to our users is high on our list of priorities. Providing an ever-evolving tool that gives our users what they want and need is at the heart of everything we do. In our latest update, we've taken a look at Income Sources and the Balance Chart, making a few tweaks that we'll think you'll love. Take a look!
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!
Abraham Okusanya, has released a whitepaper that busts myths around retirement spending left, right and centre. Why? Because it’s imperative for people to have the facts when deciding when to retire, how much they might need, and the optimum amount they can spend during this critical final phase.
Wed, Nov 11, 2020
We are thrilled to announce our partnership with Iress Xplan, an award-winning financial planning and wealth management platform. This powerful partnership means advisers and firms using Iress Xplan can now import their client details seamlessly into Timeline. This enables advisers to create personalised retirement plans using Timeline's market leading technology.
One of the biggest challenges for advisers is how to communicate the output of a retirement plan to clients, in a way that is elegant, simple and easy to understand. That’s why we’ve put together this guide to help financial planners do just that!
Timelineapp secures £1.8m funding round to meet global demand for next-gen retirement planning solutions
Timelineapp, the next-generation retirement income software, has secured £1.8 million in funding, in a round which included global platform-as-a-service provider FNZ becoming a non-controlling minority investor.
Thu, Jun 18, 2020
The Integration will deliver a seamless digital retirement experience for 7IM Advisers. Read the full press release here.
Tue, Jan 28, 2020
Our latest integration with Redtail Technology gives advisors the ability to easily import client data for efficient creation of sustainable retirement plans.
Wed, Nov 6, 2019
Timeline won second place in the Startup Academy competition at the Money20/20 conference held on October 17-30th in Las Vegas.
Wed, Sep 25, 2019
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!
Tue, Sep 10, 2019
We're thrilled to announce our two-way integration with Intelliflo.
Wed, Dec 12, 2018
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.
Tue, Dec 11, 2018
In this video, David Blanchett PhD, CFA, CFP poses the question, is there a retirement crisis? Meaning, will everybody run out of money?
Wed, Nov 28, 2018
In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.
Tue, Nov 20, 2018
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.
Thu, Aug 30, 2018
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.
Wed, Aug 22, 2018
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.