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Named Best Model Portfolio Service by Professional Adviser

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Digital LOAS:

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Authority to us!

We'll take care of everything - from generating LOAs, to collecting signatures, and managing follow-ups - so you can stay focused on your clients.

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Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
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Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
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Portfolios

Planning

Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

Enquire Today

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Enquire Today

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

 

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

How it works

Collect Provider Information 

80% faster  with us

Simply fill in the details and we will handle the rest! We digitise the entire process, from sending the LoA and collecting wet signatures to automatic chasing, so you get what you need 80% faster.

  1. You add your client's details
  2. We generate the LoA through our provider, Pensionlab
  3. We collect your client's signature
  4. We send this to the provider
  5. We will chase the provider for updates along the way
  6. We send you all the policy information you need!

Hear from our clients about digital LOAs!

The LOA thing is the best thing thats ever happened to me. I did a test one. Got it all back in 4 days and only took 3 minutes of my time to do. I wouldn't have even found our form in that time!

Steven Rowe

Steven Rowe

Lucent Financial Planning

For the past six months, we've been using the Timeline LOA functionality and have been thoroughly impressed. It has significantly streamlined the LOA process, making it far more efficient and saving us a substantial amount of time.

Aled Burd

Aled Burd

Junior Planner, Magenta Financial Planning

The LOA situation...

The challenge: 
On average, 3.9m LOAs are sent every year, with the time to complete each one ranging from 7 to 59 days. This process typically requires 2.4 chases per LOA and has a huge impact on how quickly you start to demonstrate value to your clients.

The solution: 
Timeline's integration with The Pension Lab automates and digitalises LOA processes, automating the sending and follow ups and enhancing efficiency and accuracy.

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When to Chase?

We know when to follow-up with each particular provider and will do it automatically.

Traditionally it requires 2.4 chases per LOA!

How our digital LOA 

process adds value

Significantly reduced delays

With Pension Lab's single signature and automated send and follow ups - specific to each provider's process and timeframes, you can ensure a quick and easy experience and spend more time adding value for your clients.

Improved client experience

Manage planning, portfolios, transfers, trading and custody with one login, one dashboard and one client database.

A clear view on LOA status

Manage planning, portfolios, transfers, trading and custody with one login, one dashboard and one client database.

Compliance and security

Manage planning, portfolios, transfers, trading and custody with one login, one dashboard and one client database.

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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour

Ready to give it a try?

Collect provider  information 80% faster with us

Available to Advisers using Timeline - Access via your log-in

Book a Demo

Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR 
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.