retirement planning

| PR Fire

Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers

LONDON, UK, 27 February 2024 – Timeline, the rapidly growing Model Portfolio Service offering low-cost, evidence-based model portfolios and cutting-edge financial planning tech, has made its popular model portfolios available on the SS&C Hubwise platform to support a growing number of advisers, based on market demand.    Timeline’s portfolios, which were named as ‘the most […]

Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers Read More »

| PR Fire

Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

HERTFORDSHIRE, UK, 19 January 2024 – Just Group (“Just”) and Timeline have announced an innovative partnership to enable financial advisers to use Timeline’s cutting-edge planning technology to model the benefits of including guaranteed income in their clients’ retirement portfolios, via Just’s innovative Secure Lifetime Income (“SLI”) solution.     As part of a SIPP drawdown portfolio,

Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios Read More »