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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Cashflow Modelling
That tells a clear Story

Stress test plans with real market data. Replace complexity with clarity and conviction to support meaningful conversations.

Exclusively for UK Financial Advisers

See timeline's Cashflow Modelling in Action

Watch how advisers use the financial plan to stress test outcomes, explore alternatives and keep clients confident in the decisions they make.

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.

What Advisers Do With the Plan

1.

Start with real history, not guesswork

Replay real periods of inflation, market falls, and recoveries to understand how a plan might behave in conditions clients recognise.

2.

Test what-if scenarios

Explore alternative approaches, such as different retirement timings, income needs, or spending assumptions, and compare outcomes within the same plan.

3.

Keep the process Consistent

Apply the same evidence-based approach across clients, with clear, structured outputs that support review and advice consistency.

timeline-website-graphic-cash-flow-modelling-image-january-2026

What You Can Model

Tax planning across wrappers

Model pensions, ISAs, GIAs and a wide range of tax wrappers, and see how different choices affect outcomes.

Scenario Comparisons

Compare different approaches and assumptions within the same plan.

Transparent calculations

Review what is driving results using clear, structured outputs that support explanation and review.

Flexible client situations

Model accumulation and retirement scenarios across different client circumstances using real historical market and inflation data.

Why This Helps In practice

Grounding plans in long-term historical market data supports more robust stress testing and stronger confidence in the modelling.

Clear, structured, year-by-year outputs provide an evidential foundation for advice conversations and internal review. Scenario comparisons can be explored quickly, helping advisers assess alternatives without rebuilding the plan.

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Flexible by design: standalone or connected.

Use cashflow modelling as a standalone tool, or connect it to the wider Timeline ecosystem for a smoother workflow across the advice journey.

FactFind, risk profile, financial plan and reporting work together
Reducing double entry and keeping key client information aligned across the journey.
Digital Letters of Authority are supported in the same environment
Helping streamline information gathering and reducing time spent chasing data.
AI-supported FactFind follow-ups and summaries
Helping structure information collection and meeting prep, with adviser oversight.
Less admin, more client time
By reducing rekeying and manual follow-up, advisers can spend more time on meaningful conversations and delivering effective advice.

Success-tour-text-PLAIN-COM-ezgif.com-gif-maker

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

Read About Our Product Updates

A Simpler, More Reliable Way to Do Cashflow Modelling

Product Updates

2 min read

A Simpler, More Reliable Way to Do Cashflow Modelling

Discover Timeline's enhanced cashflow modelling tool for realistic, flexible financial planning, grounded in historical data and designed to support comprehensive, client-ready advice.

October Product Update: More Control, More Connection

Product Updates

2 min read

October Product Update: More Control, More Connection

Discover Timeline's October updates: gain more control with Specific Withdrawals, enhance client connections using AI in FactFind, and streamline account transfers and household management.

Webinars & Events

3 min read

Timeline Platform In Action

See how the Timeline Platform helps advisers onboard clients faster and deliver a seamless, compliant, and paperless experience.

Product Updates

2 min read

A Simpler, More Reliable Way to Do Cashflow Modelling

Cashflow modelling sits at the heart of good financial advice. It helps you test plans, explain outcomes and give clients confidence about their future.

Product Updates

2 min read

October Product Update: More Control, More Connection

At Timeline, we are always looking for ways to make financial planning feel more personal, accurate, and effortless for both advisers and their clients.

Webinars & Events

3 min read

Timeline Platform In Action

Timeline Platform in Action: A Seamless Onboarding Experience for Advisers

04 - 05 Feb

Planning

Portfolios

Cashflow Modelling
That tells a clear Story

See timeline's Cashflow Modelling in Action

Planning

Portfolios

Exclusive to financial advisers

Exclusive to financial advisers

What Advisers Do With the Plan

1.

Start with real history, not guesswork

2.

Test what-if scenarios

3.

Keep the process Consistent

What You Can Model

Tax planning across wrappers

Scenario Comparisons

Transparent calculations

Flexible client situations

Why This Helps In practice

Flexible by design: standalone or connected.

Ready to give it a try?

See the plan clearly.
Stress test it properly.
Explain it with confidence.

Read About Our Product Updates

A Simpler, More Reliable Way to Do Cashflow Modelling

October Product Update: More Control, More Connection

Timeline Platform In Action

Read About Our Product Updates

A Simpler, More Reliable Way to Do Cashflow Modelling

October Product Update: More Control, More Connection

Timeline Platform In Action

Planning

Portfolios

Cashflow ModellingThat tells a clear Story

See timeline's Cashflow Modelling in Action

Planning

Portfolios

Exclusive to financial advisers

Exclusive to financial advisers

What Advisers Do With the Plan

1.

Start with real history, not guesswork

2.

Test what-if scenarios

3.

Keep the process Consistent

What You Can Model

Tax planning across wrappers

Scenario Comparisons

Transparent calculations

Flexible client situations

Why This Helps In practice

Flexible by design: standalone or connected.

Ready to give it a try?

See the plan clearly.Stress test it properly.Explain it with confidence.

Read About Our Product Updates

A Simpler, More Reliable Way to Do Cashflow Modelling

October Product Update: More Control, More Connection

Timeline Platform In Action

Read About Our Product Updates

A Simpler, More Reliable Way to Do Cashflow Modelling

October Product Update: More Control, More Connection

Timeline Platform In Action

Cashflow Modelling
That tells a clear Story

See the plan clearly.
Stress test it properly.
Explain it with confidence.