Skip to main content
Adviser Login
Client Login
IFA EVENTS

New events & webinars for Advisers added — reserve your spot

View Dates & Book
Timeline

Timeline

ADVISER
RESOURCES.

A huge library of articles, webinar recaps, podcasts, guides and research to educate and inspire today's financial planners.

Featured, Product Updates
3 min read

A Simpler, More Reliable Way to Do Cashflow Modelling
By Gonzalo Podgaesky 28 Jan 2026

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

ALl blogs & ARTICLES:

    Clear filters
    Podcast
    2 min read

    Retirementals Podcast - Episode 26: How Tina Weeks Built a Thriving Financial Planning Business While Battling Cancer

    By Timeline 03 Apr 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 25: How Index Investing Changed Finance Forever with Robin Wigglesworth

    By Timeline 03 Apr 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 24: Key Tech Adoption Trends and Insights from Catherine Williams

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 23: Unlocking Retirement Success with Wade Pfau

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 22: Matt Pitcher's Approach To Financial Advice

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 21: A Chat with Michael Kitces on Adviser Tech, Direct Indexing, and More!

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 20: Dimensional's David Jones on Retirement Happiness, Mind Mapping and More

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 19: Discover the Secrets to Financial Freedom with Award-Winning Journalist Robin Powell

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 18: Avoiding Common Pitfalls in Pension Transfers with Litigation Specialist, Philippa Hann

    By Timeline 31 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 17: The Rise and Fall of Neil Woodford with Award-Winning Journalist Owen Walker

    By Timeline 30 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 15: Unlocking the Secrets of the Asset Management Industry with Bella Caridade-Ferreira

    By Timeline 30 Mar 2023
    Podcast
    2 min read

    Retirementals Podcast - Episode 16: Inside Digital Investment Technology with Ola Abdul

    By Timeline 30 Mar 2023
    1 ...
    4 5 6 7 8

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

    ©2026 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.