We are excited to announce we have entered a partnership with Just Group (“Just”) to enable financial advisers to use our cutting-edge planning technology to model the benefits, including guaranteed income in their clients' retirement portfolios, via Just’s innovative Secure Lifetime Income (“SLI”) solution.
As part of a SIPP drawdown portfolio, SLI could improve client outcomes by delivering sustainable income and higher portfolio values for legacy planning. Our planning software helps advisers to model including SLI in their client plans, and to compare and stress test various options for their clients.
Kavi Myladoor, Retirement Income Director at retirement specialist Just, said: “Using Timeline software, advisers will be able to demonstrate to their SIPP clients how incorporating a guaranteed income producing asset using Just’s pioneering Secure Lifetime Income solution can help them achieve an improved aggregate investment performance, whilst mitigating the risks that their clients will be exposed to in retirement. We are delighted to have entered into this partnership with Timeline to collectively help the industry solve decumulation challenges."
Ed Carey, Chief Commercial Officer at Timeline, said: “This partnership with Just Group shows how Timeline’s planning tech can adapt to new innovations in the market and ensure financial planners can model a range of options for their clients. It’s part of our mission to help millions of people to retire with confidence. We’re excited Just Group are using our planning tech to demonstrate the value of this innovative option for retirement portfolios.”
If you would like to learn more about Timeline, including what's on offer via Timeline Portfolios, please get in touch with our team or your regional contact.
