Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

HERTFORDSHIRE, UK, 19 January 2024 - Just Group (“Just”) and Timeline have announced an innovative partnership to enable financial advisers to use Timeline’s cutting-edge planning technology to model the benefits of 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.  Timeline’s planning software helps advisers to model including SLI in their client plans, and to compare and stress test various options for their clients. 

The benefits of the partnership include innovative Guaranteed Income producing asset, and improved outcomes for clients brought to life through intelligent planning software.

 

Kavi Myladoor, Retirement Income Director at retirement specialist Just, said: “Using Timeline software, advisers will be able to demonstrate to their SIPP clients how SLI 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.”

Timeline recently announced it heads into 2024 with an impressive £4 billion in client Assets Under Management (AUM), having more than doubled both the number of adviser firms it works with and AUM in 2023.

ENDS