Category: New Feature

Our latest improvements
New Feature
Wed, Apr 14, 2021

Our latest improvements

We like to keep busy here at Timeline and our team listens to feedback all day, every day. We listen because you are the people who can best tell us how and what to improve. So, here’s a quick round up of our latest developments.
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Introducing our new Digital Factfind
New Feature -   Announcements
Thu, Mar 11, 2021

Introducing our new Digital Factfind

We’re rolling out a Digital Factfind that can be completed by the adviser with the client present, or sent to the client to fill in ahead of the meeting.
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Timeline launches market leading Risk Profiler
New Feature -   Announcements -   Article
Mon, Mar 1, 2021

Timeline launches market leading Risk Profiler

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!
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Keep track of your clients' LTA on Timeline
New Feature
Wed, Jan 6, 2021

Keep track of your clients' LTA on Timeline

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.
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All the benefits of Timeline for clients at any stage of their savings journey
New Feature
Tue, Dec 15, 2020

All the benefits of Timeline for clients at any stage of their savings journey

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 >>
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New Feature: Capacity For Loss
New Feature
Fri, Nov 20, 2020

New Feature: Capacity For Loss

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.
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Timelineapp Announces New US Tax Feature
Announcements -   New Feature
Tue, Jun 9, 2020

Timelineapp Announces New US Tax Feature

We're excited to launch Timelineapp's new US Tax Feature.
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Introducing Timeline's new Model Portfolio Centre
New Feature
Thu, Apr 16, 2020

Introducing Timeline's new Model Portfolio Centre

We're pleased to announce the changes we have made to Timeline's Model Portfolio Centre. In our latest video, we will show you just how easy this feature is to use.
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Legacy & Sustainable Withdrawal In Retirement Portfolio
-   New Feature
Mon, Jul 2, 2018

Legacy & Sustainable Withdrawal In Retirement Portfolio

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.
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Timeline Introduces Monte Carlo vs Historical Comparison for Sustainable Withdrawal Strategies
New Feature
Thu, Apr 19, 2018

Timeline Introduces Monte Carlo vs Historical Comparison for Sustainable Withdrawal Strategies

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.
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Illustrating Sustainable Withdrawal For Different Phases of Retirement
New Feature
Wed, Jul 26, 2017

Illustrating Sustainable Withdrawal For Different Phases of Retirement

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
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Timeline introduces new feature for 'Withdrawal Policy Statement'
New Feature
Sat, Jun 17, 2017

Timeline introduces new feature for 'Withdrawal Policy Statement'

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?
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