Timeline Treats - March 2023
Welcome to the latest edition of the Timeline Treats newsletter. Timeline is committed to providing you with best-in-class technology and portfolio management that enables you to deliver the best client outcomes.
In this edition of Timeline Treats you will find:
New Features: Properties & Mortgages
Properties and mortgages are key components of any investment portfolio. The mortgage management tool allows you to track and analyse all of your clients' mortgages, including interest rates and remaining balances. These features provide a deeper level of insight into your client's overall financial situation and can help you identify potential risks or opportunities for optimisation.
Want to learn more? Thomas Hogg, Product Lead at Timeline, provides a 5-minute introduction to the new features in this video. If you have any questions or need additional support, come along to our Timeline Planning ‘Get Started’ sessions or get in touch via email.
Risk Profiler Tool: Be the first to try it!
Elevate your client service to the next level with Timeline's innovative risk profile tool - you can find out more here. Be one of the first 100 Financial Advisers to gain free use of our powerful risk profile tool by registering your details below. Don't miss out!
Save 25% on tickets in March to Adviser 3.0!
Join us at what will probably be the BEST Adviser Conference in 2023! And for this month only, we are offering a 25% discount on tickets! 🤩
We're thrilled to have Baroness Brady of Knightsbridge CBE and the legendary Seth Godin as our Keynote Speakers, alongside leading industry experts who will bring the latest research and concepts to life.
Enjoy peer-to-peer discussion groups and panel sessions, networking, tech demos and much, much more. Our March Money Saver will save you 25% on all tickets - just add our promo code MARCH2023 at the checkout when you purchase your ticket(s)!
Upcoming Events
Timeline Masterclass with Dan Haylett from TFP Financial Planning - 13th April
Join us for our next Masterclass with Abraham Okusanya and Thomas Hogg, who will provide you with the latest insights on Timeline Planning and Portfolios. They will also be joined by Dan Haylett from TFP Financial Planning Ltd. You'll see firsthand how other advisers use our tech to better serve their clients.
Consumer Duty & Timeline - 19th April
Join us for our webinar on Consumer Duty next month! This webinar provides a compliance overview of your responsibilities under The Consumer Duty and how we support adviser firms to fulfil those responsibilities.
Timeline Virtual Tour - 26th April
If you’re considering adopting Timeline’s Planning or Portfolio solutions why not take a tour? Our virtual tours enable you to take a look at our offering and ask any questions in an informal setting.
Recommended by LinkedIn
Get Started with Timeline Planning - 27th April
Join our Get Started with Timeline Planning session where you will learn everything you need to know to get started with Timeline Planning from our Product Lead, Thomas Hogg.
Latest articles
Making Sense of the Banking Sector's Turmoil
The global banking sector has been hit with a recent wave of turmoil that has sent shockwaves through the financial markets. The largest bank failure since the 2008 global financial crisis occurred on Friday 10 March 2023, with the announcement that Silicon Valley Bank (SVB), a medium-sized regional bank in the US, went into administration. Read on.
Should rich people invest in the same funds as everyone else?
Of all the images from the official period of mourning for Queen Elizabeth II, the one that stands out for me is that of David Beckham waiting in line to view the late monarch’s coffin lying in state. Read on.
The Number One Benefit of a Good Financial Planner
Of all the benefits that good financial planning provides, perhaps one stands out more than any other. It's one that's intangible, instinctive, qualitative, insightful and potentially life-changing at the same time. Read on.
The random walk explained
1973 saw the publication of one of the most famous books on investing ever written. A Random Walk Down Wall Street by Princeton University economist, Burton Malkiel. Initially panned by critics, it has now gone on to sell more than two million copies worldwide, with a 50th-anniversary edition being published at the beginning of February. Read on.
Everything you thought about risk is WRONG
2022 will likely go down as the year you realised that everything you knew about investment risk is wrong. Read on.
20 Money Rules for young adults to live by
This is the perfect time to review your personal finances and decide on ways to improve them in the year ahead. For those in their 20s or early 30s, here are Robin Powell’s 20 money rules that young adults should try to live by. Read on.
Retirementals Podcast
The Retirementals podcast offers you the opportunity to hear more from Abraham and keep up to date with the latest industry news and trends. Are you staying up to date with the latest episodes?
The Investing Show
The Investing Show is designed to help you make sensible investment decisions. We have released six brilliant episodes so far, covering a range of topics including the Woodford Scandal, the pressure to act when investing and the value of active funds. Our latest episode has just been released...
Browse our previous episodes here and subscribe to our channel to get notified when a new episode is released.