Frequently Asked Questions

Maximum Sustainable Spending and Contributions

Written by Anna Paschaloglou
Updated yesterday

How Timeline adjusts Guaranteed Income Sources in line with inflation

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Updated over a week ago

Shortfall in Lifetime Income

Written by Toyosi Lewis
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Flexi-Access Drawdown & Uncrystallised Funds

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State Pension

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Matching Timeline Asset Classes with Morningstar and Investment Association

Written by Anna Paschaloglou
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What's the inflation assumption on Timeline

Written by Abraham Okusanya
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Ongoing Charges Figure (OCF)

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Capital Gains Tax (CGT)

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Success Rate

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Contributions

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Creating model portfolios

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Percentile: what does that mean?

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Single Retirement Plan (Merged accumulation / decumulation plans)

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Planned Spending / withdrawal at a specific date

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Accounts Withdrawal Order

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Monte Carlo Simulation

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