Just Group (“Just”) and Timeline have embarked on a strategic alliance, granting financial advisers access to Timeline’s cutting-edge planning tools. This collaboration is designed to showcase the value of integrating guaranteed income into retirement portfolios using Just’s Secure Lifetime Income (“SLI”) solution, a novel financial planning tool.
Within a SIPP drawdown portfolio, the incorporation of SLI aims to elevate client outcomes by ensuring a steady income stream and enhancing portfolio values for future legacy planning. Timeline’s planning software assists advisers in strategising the inclusion of SLI for their clients, offering comprehensive tools for comparison and stress testing different financial scenarios.
The […]
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