Timeline

Meet Pennee ... launched live at Adviser 3.0 in front of 800 advisers, Pennee is already one of the most talked-about innovations from the event. Want to learn more? Sign up for our webinar 👇 Register here: eu1.hubs.ly/H0vr1Tl0

What does Consumer Duty look like in practice? Our latest blog explores how the investment team applies it day to day, from modelling through to operations, with a consistent focus on client outcomes. Read more: eu1.hubs.ly/H0tYPC-0

How easily can your platform reporting support firm oversight? In this update, Lucas Chanet, Platform Product Manager at Timeline, outlines the firm-level reporting available within Timeline Platform, including exports covering AUM, fees, transfers and account-level data. Find out more here: eu1.hubs.ly/H0sBDHx0

Retirement illustrations should reflect the strategy being discussed. In this platform update, Lucas Chanet, Platform Product Manager at Timeline, outlines enhancements to onboarding that help advisers model drawdown income, crystallisation events and flex account allocations more accurately. Read more here: eu1.hubs.ly/H0sBBkW0

Is a global debt crisis emerging? Government debt has climbed sharply since the pandemic, raising understandable questions from investors. But does the current environment actually signal a crisis? Read the article: eu1.hubs.ly/H0syzWV0 #Markets #Investing #FinancialAdvisers

Trusts can add complexity when they sit outside your main platform workflow. In this short update, Lucas Chanet, Platform Product Manager at Timeline, explains how advisers can now manage a range of UK registered Trust types directly within Timeline Platform. Read more here: eu1.hubs.ly/H0sB4Tg0

Clear analysis is easier to explain. The latest Analytics update makes it easier to turn portfolio analysis into client-ready reporting. Dashboards flow directly into PDF exports, reflecting exactly what you see on screen. Technical and client-friendly visuals can sit side by side, supporting clearer explanations and more consistent reporting. Find out what is new → eu1.hubs.ly/H0rRFfW0

Happy International Women’s Day 💜 Today we’re celebrating all of the incredible women and advocates at Timeline, as well as those across the industry who are making an impact on the future of advice and going the extra mile for their clients. Give to gain can mean many things, from sharing knowledge and supporting colleagues to mentoring others and championing new ideas that help our industry move forward. What does #GiveToGain mean to you?

Recent developments in the Middle East have led to understandable concern and significant media coverage. Laurentius van den Worm, our Head of Investment Strategy, has written a short note providing perspective on what the current escalation between Israel and Iran may mean for markets and diversified portfolios. Read the full piece, Iran conflict: turmoil in the Middle East, but not in your portfolio, on our blog → eu1.hubs.ly/H0slpbB0

More context when comparing portfolios. Timeline Analytics now supports comparisons across up to six portfolios, with flexible time period selection and additional visualisations to support risk and return discussions. Performance can also be viewed alongside inflation benchmarks, helping advisers place outcomes in a clearer context. Explore the latest analytics updates → eu1.hubs.ly/H0rRGNQ0

Tax year end doesn’t need to feel complicated As a financial adviser with ISA allowances to review, Bed & ISA activity to manage, contributions to process and reporting to prepare, this time of year can quickly become busy. To help make things simpler, we’ve pulled together some simple Timeline platform guides, key deadlines and useful reminders in one place, so you can move through tax year end with confidence. Check it out: bit.ly/4rL0VVz

The Timeline Charts 2026 are back. Join us on 11th March 2026 at 2:00pm GMT for an exclusive first look before the official release on 13th March 2026. Fresh data. Updated insights. Practical ways to use the Charts in client conversations throughout 2026. Register here → bit.ly/4b2ErZ4

Are indices really neutral representations of the market? Index construction decisions can materially affect investability, diversification and long-term implementation. In our latest paper, 'Why Float-Adjusted and Scaled Index?', we examine: • Why free float matters when assessing true market exposure • How concentration can build in market cap-weighted indices • How rules-based scaling can help manage concentration risk Read the full paper here → eu1.hubs.ly/H0s8X2g0

Analytics should adapt to the conversation, not the other way around. With the latest update to Timeline Analytics, UK IFAs can now build fully customisable dashboards by choosing and ordering the charts that matter most for each advice scenario. Create multiple dashboards for suitability, reviews, or client meetings, and bring technical and client-friendly visuals together in one place. See how the new dashboards work in practice → eu1.hubs.ly/H0rRspQ0

New in Timeline Analytics: more flexibility, clearer reporting. We have expanded Timeline Analytics with new ways to build dashboards, compare portfolios, and present analysis. Designed for UK IFAs, the update supports: • Fully customisable and unlimited dashboards • Broader portfolio comparison and flexible time periods • Clearer cost and benchmark context • Reports that reflect exactly what you see on screen See what is new → eu1.hubs.ly/H0rRjVw0

Cashflow modelling sits at the heart of retirement advice. That is why we have enhanced Timeline’s cashflow modelling. Find out more → eu1.hubs.ly/H0rhGJZ0

🎄 Merry Christmas from all of us at Timeline! 🎄 As the year wraps up, we wanted to take a moment to wish our clients, partners, and followers a wonderful festive season. ✨ Here’s to a joyful holiday and an even brighter 2026, we can’t wait to see you next year!

Adviser onboarding should not be a bottleneck. Lucas Chanet explains how Timeline keeps it fast with 10-minute onboarding, KYC in seconds, pre-filled client info and suggested accounts. One of the fastest experiences in the market. Watch the video to learn more.

As we continue building the future of financial advice through our integrated ecosystem of planning, portfolios and platform technology, we’re thrilled to welcome a new wave of talent to the team. Our growth in 2025 has been remarkable, and this latest group of joiners Rodrigo Compagnoni, Sasha Laverick, Marcelo De Polli and Lara Plaxton brings both experience and energy across engineering, marketing and people. Their work will play a key role in strengthening the adviser experience: • enhancing the speed and reliability of our platform, • elevating how we communicate and support our adviser community, and • nurturing the culture that keeps Timeline innovative as we scale. Each of them shares our mission to help advisers work smarter, serve better and grow faster and we couldn’t be more excited to have them on board. Read more about them on our blog:bit.ly/4iuTZIq

🌿✨What a week! ✨🌿 This past week we wrapped up two amazing networking events in London and Norwich where we shared insight, discussed challenges, and explored what’s ahead for 2026. A huge thank you to everyone who joined us. It was fantastic to connect in person, share conversations, and gather valuable insight from advisers across both cities. The creativity, energy and engagement made each event feel truly special. Events like these remind us how important it is to bring people together not just for learning and discussion, but for a bit of festive fun too!