Power up your Cashflow tool, Adviser 3.0 2024 & more! ???

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:

• News about our latest product updates
• A recap on Adviser 3.0 & what to expect for 2024
• Info on our range of upcoming events
• The latest episodes of the Adviser 3.0: The Podcast podcast and The Investing Show

Power up your Cashflow tool

Traditional cashflow projection tools often overlook market volatility, sequence of returns risk, and tax implications, resulting in inaccurate projections and limited flexibility. In contrast, Timeline Planning uses historical economic data, incorporates stress-testing and tax modelling, and allows for dynamic adjustments based on changing circumstances.

Our latest article demonstrates how Timeline Planning performs against traditional retirement planning tools, as well as navigating market volatility and accounting for inflation.

Read the full article here.

Adviser 3.0: what's next?

'Abraham is a force of nature and Adviser 3.0 didn't disappoint.'

If you attended?Adviser 3.0: Change Agents?and needed a little recap,?take a look here ?for information on our speakers and all the talks delivered on the day.?

A big thank you goes out to everyone who attended and sponsored Adviser 3.0 last month.???

All your feedback from this year has been taken on board and planning for our 2024 conference is now underway...and we can't wait to reveal what we've got in store for you!?

Whether you attended this year or want to experience Adviser 3.0 for the first time, then make sure to register your interest below. By doing this, you'll be added to the mailing list and will gain exclusive access to our ticket launch.?

Register your interest for 2024!

More upcoming events...

The Timeline Tour - Wednesday 26th?July

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.

Book your place

Get Started with Timeline Planning - Thursday 27th?July

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 .

Book your place

Latest articles

The UK's fastest growing discretionary fund manager Timeline smashes ￡2bn milestone in just 3 years of launch

We are delighted to announce that we have passed the ￡2bn in assets under management (AUM milestone), having more than doubled the figure since May 2022.?Read on.

Seven mischievous scare stories about index funds and passive investing

For an invention that has made investing easier, cheaper and more efficient for the masses, index funds receive a surprising amount of bad press.?Read on.

Don't be fooled by lucky fund managers

Robin Powell takes a look at why holding a passive portfolio and resisting the temptation to chop and change it is better than being overly impressed by a fund manager who’s produced stellar returns over a year or two.?Read on.

The irony behind the gender pension gap

Discover the surprising irony behind the gender pension gap. Robin Powell sheds light on a recent government study that reveals women's private pension pots are worth 35% less than men's by age 55.?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?

• Gretchen Betts: Internal Succession Story for Advisers ?We have the privilege of hosting Gretchen Betts , a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning.?
• Navigating your financial journey with Berry & Oak ?Join Abraham Okusanya in a captivating conversation with Andrew Elson - ?? Helping you maximise retirement ?? and Sarah Elson , owners of Berry & Oak. From their humble beginnings to running their successful business, they share their journey and exciting plans for the future.?
• ?Evolving a Business, Little by Little ?Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little , providing insight into leadership, the dynamics of a family business and why retirement is a young person’s game! Make sure to catch this episode.
• The Million Pound Solo Practice ?How do you build a million pound solo practice? This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute CFP? , who themselves are walking the walk by creating bigger, better futures for their teams and clients.

The Investing Show

The Investing Show ?is designed to help you make sensible investment decisions: offering our main series and 'Room 101' investing tips videos on a regular basis. Our latest episode has just been released...

• Episode 8:? Robin Powell speaks with Helena Wardle , a financial planner and entrepreneur, about what financial planning really means. Financial advice is an important aspect of your life...and you should be spending more time on it than you do in the queue for your Starbucks!?Watch the episode here. ?
• Episode 9:?Learn what active fund managers really think of passive investing in this Investing Show episode. Professor Crawford Spence from King's College London shares surprising insights from a study of 70 people in London, New York and Chicago.?Watch the episode here. ?
• Episode 10:?Robin Powell interviews Dr. Ylva Baeckstr?m, an academic author and campaigner, about the challenges faced by women in the financial industry. Women are often excluded from seeking financial advice and investing, and?Dr. Baeckstr?m?calls for parents to educate their children, especially daughters, about money management from an early age.?Watch the episode here. ?
• Our new shorts series 'Room 101':?Learn about all things investing in our new shorts series with Robin Powell. So far we've covered?stock market pundits ?and?downside protection ...and we've got more on the way!

Browse our previous episodes?here ?and subscribe to our channel to get notified when a new video is released.