Timeline

Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. We use extensive empirical research to assess how a retirement strategy might fare under various market conditions.

The software helps financial planners bring a client’s retirement journey to life and answer their big retirement income questions. Timeline transforms extensive, empirical asset class and longevity data into an easy-to-understand story for clients. Their story.

With Timeline, you can show clients how not to run out of money – create robust, sustainable withdrawal strategies:

- Show them the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes
- Prepare them for market declines and agree up-front how you’ll deal with them
- Bring longevity risk to life - show them the probability of outliving their portfolio
- Craft their personalized withdrawal policy statement