We'll take care of everything - from generating LOAs, to collecting signatures, and managing follow-ups - so you can stay focused on your clients.
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.
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.
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.
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
Lucent Financial PlanningFor 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
Junior Planner, Magenta Financial PlanningThe 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.
We know when to follow-up with each particular provider and will do it automatically.
Traditionally it requires 2.4 chases per LOA!
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.
Available to Advisers using Timeline - Access via your log-in