Timeline Treats - October 2022

Welcome to the latest edition of our Timeline Treats newsletter! We’ve pulled together the latest useful resources, articles and updates to share with you.

Latest updates

PFS Festival for Financial Planning 2022

If you were at the NEC in Birmingham last week for the PFS Festival of Financial Planning, you couldn't miss Timeline!

CEO Abraham and Investment Analyst Laurentius delivered two brilliant presentations to packed-out stages on "Empires, FinTech and the financial adviser superpower" and "Staying afloat during fiscal and monetary mayhem".?Our wider team (including Ed, Kate, Hugo, Tim, Will, Mike, Richard, Nicki, Thomas and Tom) got to meet and chat with so many of you who made a visit to our stand.

If you couldn't make it or thought of a question for us after the event, make sure to?get in touch ?and we will be happy to answer.

Product Updates

ESG Analysis

Our new ESG Analysis feature enables you to see and compare how ESG-friendly a portfolio is, including a breakdown of the different risk types and how they score. For Timeline ESG Portfolios, you'll also be able to view an in-depth analysis of the portfolio. Make sure to watch our?video above, ?which explains our new ESG Analysis feature, and book onto our next Masterclass for a closer look.

DocuSign

Our new DocuSign integration makes it really quick and easy to get consent from clients to switch to our portfolios. Documents can be signed at your clients' convenience and a record will be created under the 'Documents' tab and kept on your Timeline account.?

Plus, if you have completed a switch report, and the analysis you've undertaken shows that the client would be better using Timeline Portfolios, this functionality supports your consumer duty to switch swiftly so that they can begin to benefit from the change.?

If you want to hear more information on either of these features, make sure to come along to our?Masterclass ?session on 29th November - you can book your place below.?

Latest articles

How you can limit the damage caused by inflation

One word has dominated the economic headlines in 2022 — inflation. Around the world, prices have risen far faster than forecasters were expecting, as a result of knock-on effects from the Covid-19 pandemic, the war in Ukraine, and strong consumer demand.?Read on.

Handing power (ehrr...money) back to the investors

We recently unveiled a massive reduction in OCF for our portfolios.?The OCF reduction of between 6 - 8bps across our portfolios translates to a whopping ￡800k a year in savings to the existing investors in our portfolios, a figure that will compound over the next few years. Read on.

Is your fund manager a drifter?

As an investor, an important question to ask yourself is, “Do you know what your money is invested in?”. If you invest in index funds, the answer is obvious. Read on.

Chasing alpha produces gamma returns

We live in a world where a lot of things are judged on relative performance. What parent, for instance, isn’t thrilled when their toddler advances ahead of the milestones set out in their development chart? This carries over into business too. Companies are constantly competing for market share, and to grow faster than their peers.?Read on.

We've upgraded our Risk Profiler!

Our risk profiler has been upgraded to enable you to deliver an even better service to your clients. Here’s what is new... Read on.

The Investing Show

Since launching in May, The Investing Show has released four brilliant episodes 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...

• Episode 4: Robin Powell and Abraham Okusanya look at active and passive investing (and the debate that seemingly surrounds it) with Ian Tonks, Professor of Finance at the University of Bristol. Want to find out more? Watch the episode here.
• Episode 5: Robin and Abraham takes a look at how the global financial markets have panned out in 2022. In the episode, Robin interviews David Patterson , a key member of the Transparency Task Force , discussing HFT, fee transparency and more. Watch the episode here.

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

Retirementals Podcast

The Adviser 3.0: The Podcast 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?

• Episode 40: Chanelle Pattinson APFS joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap for financial advice, obstacles women face in the financial services industry and more. Listen here.
• Episode 41:?Abraham is joined by the formidable Ruth Sturkey discussing her new role at the Institute for Financial Wellbeing , her journey from The Red House to Paradigm Norton Financial Planning and her stance on early-stage investments. This is an episode you won’t want to miss! Listen here.
• Episode 42:??Abraham is joined by the reputable Ruth Handcock , having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!?Listen here.

Upcoming Events

Getting started with Timeline

Are you new to using Timeline Planning? Join our 'Introduction to Timeline' session on Wednesday 23rd November at 1pm.?You will gain insight from our Product Lead, Thomas Hogg, on how to best use our software and all of its different features.?Book your place here.

Timeline Masterclass

We're hosting a masterclass at the end of November, and we'd love to see you there!?Join us on Tuesday 29th of November at 11:00 am for our next Masterclass with our special guest David Horowitz from Gerald Edelman. Book your place here.

Timeline Virtual Tours

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 here.