Removing the headache of LOAs
Removing the headache of LOAs
Leave Letters of Authority to us!
The LOA situation...
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.
The Integrated Ecosystem For Financial Advisers
Here's how to find out more >>
Reducing your LOA admin by 80%!
A study from Just Group found that The Pension Lab LOA service reduced overall wait times by 80%.
Hear from our clients about LOA!
.png?width=300&height=300&name=Untitled%20design%20(8).png)
-1.png?width=300&height=300&name=Untitled%20design%20(7)-1.png)
By the end of the webinar, you'll understand how to leverage Timeline’s ecosystem to enhance client satisfaction, streamline your processes, and drive better financial outcomes.
Don’t miss this opportunity to transform your advisory services with Timeline.
How our Integrated Ecosystem can support Consumer Duty
-
Timeline Planning
Create robust financial plans and stress test them against over 100 years of market data. Our data-driven insights help clients engage in their financial planning, making it clear and compelling.
With Timeline Planning, you can ensure that your clients have a comprehensive understanding of their financial landscape, helping them make informed decisions with confidence.
-
Clear Communication
Effective communication is crucial in financial planning. Our tools allow advisers to dynamically demonstrate various scenarios, ensuring clients understand the potential impacts on their finances.
Reports are generated in client-friendly language, helping to illustrate complex concepts clearly. This ensures that clients are always aware of their financial standing and can easily grasp the implications of different financial strategies.
-
Low-Cost, Evidence-Based Portfolios
We offer globally diversified portfolios with transparent, low-cost pricing. Our approach, driven by decades of empirical data, ensures that clients receive the best possible returns without unnecessary costs. By focusing on evidence-based strategies, we help you provide your clients with portfolios that are both efficient and effective.
-
Real-Time Monitoring
Our Livetrack feature provides ongoing monitoring of portfolios, offering real-time insights into portfolio balance, withdrawals, and asset allocation. This helps clients stay informed and confident about their financial journey. Tolerance-based rebalancing provides better returns and pays closer attention to risk profiles, ensuring your clients' investments remain aligned with their goals.
Timeline Planning
Create robust financial plans and stress test them against over 100 years of market data. Our data-driven insights help clients engage in their financial planning, making it clear and compelling.
With Timeline Planning, you can ensure that your clients have a comprehensive understanding of their financial landscape, helping them make informed decisions with confidence.
Clear Communication
Effective communication is crucial in financial planning. Our tools allow advisers to dynamically demonstrate various scenarios, ensuring clients understand the potential impacts on their finances.
Reports are generated in client-friendly language, helping to illustrate complex concepts clearly. This ensures that clients are always aware of their financial standing and can easily grasp the implications of different financial strategies.
Low-Cost, Evidence-Based Portfolios
We offer globally diversified portfolios with transparent, low-cost pricing. Our approach, driven by decades of empirical data, ensures that clients receive the best possible returns without unnecessary costs. By focusing on evidence-based strategies, we help you provide your clients with portfolios that are both efficient and effective.
Real-Time Monitoring
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!
Collect provider information 80% faster with us
Available to Advisers using Timeline - Access via your log-in