Category: New Feature
We love feedback. You and your fellow financial adviser users have told us you need more visibility of the changes you’ve made to client plans, and that you need to be able to easily compare plans - for your own calculations and to demonstrate the options to your clients. You told us that our tax engine is a bit of an enigma and greater transparency of the taxes applied and the calculations would be helpful.
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!
Wed, Jan 6, 2021
Timeline has added the facility to keep track of client’s Lifetime Allowances (LTA) so you can give them an accurate representation of their used allowance and the tax implications of any further withdrawals from their pension pots.
Tue, Dec 15, 2020
We’ve listened to adviser feedback asking us to merge the accumulation and decumulation phases into a single plan - and this is now available for all NEW plans created on Timeline. Plus, to help our users to get maximum value from Timeline asap, we have rolled out a set-up wizard to guide users through the creation and optimisation of any new plan. Find out more >>
Fri, Nov 20, 2020
At Timeline, we know that the FCA's Capacity For Loss compliance requirement can be a headache. We can solve that headache for you with the launch of our new feature, which quantifies Capacity For Loss based on the performance of a client's portfolio in the historical worst case scenario and the type of lifestyle they could lead based on it.
- New Feature
Mon, Jul 2, 2018
It's often said that the ideal retirement is one in which you spend your last penny on your last day on earth. The last cheque you write should be to the undertaker, and it should bounce.
Thu, Apr 19, 2018
Timeline, the sustainable withdrawal rate software, has added a new feature that allows planners to compare Monte Carlo and historical simulations for withdrawal rate strategies.
Wed, Jul 26, 2017
We're delighted to announce a new feature on Timeline which enables planners to illustrate the benefits of scaling up/down withdrawals at different phases of retirement
Sat, Jun 17, 2017
We are very pleased to let you know that we've now added the PDF report feature to Timeline, the sustainable withdrawal rate app. With this feature, financial planners can now produce a personalised Withdrawal Policy Statement for their clients at the click of a button! How cool is that?