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Succession Wealth teams up with tech company

In a bid to tackle ‘one of the biggest challenges for adviser firms’


Independent financial planning firm Succession Wealth has partnered with tech company Timeline as it looks to strengthen its retirement advice offering for clients.

The partnership will give Succession Wealth customers access to Timeline’s digital solution to provide a personalised retirement plan that will help “ease fears of running out of money” in later life, the two firms said.

Timeline’s solution puts asset class and longevity data into a withdrawal strategy, as well as real-time portfolio balance, withdrawals and allocation to allow clients to monitor their finances.

‘One of the biggest challenges’

Lawrence King, managing partner at Succession Wealth, said: “The partnership with Timeline is another example of us finding ways to strengthen our proposition and ensure we continue to provide maximum value for our clients.”

Abraham Okusanya, chief executive of Timeline, said: “We share a common goal with Succession Wealth – to help clients identify, achieve and maintain their desired lifestyle without the fear of running out of money.

“It’s wonderful to partner our tech with the expertise of their financial planners to create better financial outcomes for their clients. We know decumulation is one of the biggest challenges for adviser firms.”

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