Category: Case Studies
Integrating with a tech partner to improve your service offering is high stakes. Get it wrong, and you’ll be throwing money into a pit, while dealing with a productivity sink-hole that could affect your whole platform. Our Chief Technology Officer, Nacho Gutierrez, has managed many successful tech integrations over his career. Here, he offers his hard-won practical insights to help you narrow down your list of potentials and make that right choice.
Thu, Jun 4, 2020
Hear directly from Financial Planners on why they love Timelineapp.
Mon, Nov 18, 2019
Manse Capital is an independent, fee-based financial planning business with over 20 years' experience. Find out how Manse Capital are using Timeline as part of their retirement conversations.
There's a lot of confusion around assessing capacity for loss, particularly for clients drawing down their portfolio. Much of it stems from the fact that the Regulator doesn't really seem to know how it should be assessed. There appears to be two camps in this debacle. On one side, you have an ex-regulator, paraplanners and compliance consultants who seem to think that capacity for loss is the be-all and end-all. We’ll call them the ‘compliance camp’. On the other hand, you have financial planners at the coal face.
John and Jo Miggins have worked hard all their lives. They saved as much as they could and now they’re ready to retire. They've paid off their mortgage and their home is worth £260k. Between them, they have £300k in their pension pots. And that’s it!