Category: Case Studies
Pro tips for choosing a tech provider
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.
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Case Studies
Thu, Jun 4, 2020
Don’t just take our word for it - Hear it directly from Financial Planners
Hear directly from Financial Planners on why they love Timelineapp.
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Case Studies
Mon, Nov 18, 2019
Case Study: How paraplanners at Manse Capital use Timeline for their retirement clients
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.
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Revisiting Capacity for Loss In Retirement
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.
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Bengen’s 4% Rule Around The World
How much can I draw from my retirement savings without running out of money?
This is the 64-million-dollar question Bill Bengen attempted to answer in his seminal 1994 paper published in the Journal of Financial Planning.
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Retirement Income Plan For The Miggins II
The Miggins are back. See here for details but the headline is John and Jo Miggins are 65, recently retired with £300k in their retirement pot and a house with no mortgage.
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Retirement Income Plan for The Miggins
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!
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