Do More With Your Money

Our expert panel react to Labour’s landslide election victory, analyse the market reaction and, most importantly, what this could mean for your money. We discuss everything from what we know of taxation policies, potential changes to pension rules and what Sir Kier Starmer could expect in his first few days in office.

Chief Executive Daniel Harrison, along with a panel of experts, take a look at portfolio performance, how politics can affect finances and how we utilise artificial intelligence to enhance our service. We also cover the importance of annual suitability reviews and how following a personalised action plan can help you reach your goals sooner. 

With the General Election around the corner, our expert panel answer questions surrounding investment portfolios, pension taxation and how political shifts could affect your money. They also take an in depth look at the market growth of the last 12 months and what it means for your money.

Our panel of Investment Management experts and Financial Advisers dissect and discuss the key points and highlights from each political party’s manifesto ahead of the General Election. How could the proposed pledges impact the economy, the markets and, more importantly, your money? 

This week our expert panel discusses the impact different mindsets can have on the decision-making of both investors and advisers. They look at some of the different thought processes used when it comes to managing money, explaining the role emotions have to play and how to think rationally when it comes to investing. With investing, your capital is at risk. Investments can fluctuate in value and...

In May’s review, our expert panel discuss our recent seminar tour across the UK focusing on Today, Tomorrow & Beyond as well as the role of AI in business and how we use it to enhance our service. We also have a comprehensive overview of the current backdrop for investing and the expected rate cuts from the European Central Bank. With investing, your capital is at risk. Investments can fluctua...

With a General Election announced for 4th July, our expert panel outline True Potential’s reaction, our expectations for the outcome and why the Prime Minister has decided on a summer election. With commentary on how True Potential navigate changes in government  and how we manage client’s money through political shifts, how could a change in leadership affect markets and most importantly, your mo...

Today our expert panel cover Finfluencers (Financial Influencers), the dangers of unregulated financial advice on social media and the implications it could have on your financial future. We provide you with the tools to distinguish opinion from advice, the importance of finance in education and what you can do to protect yourself on social media.

In our regular Q&A special, our expert team cover key questions from our clients and the public. In this episode, they discuss how interest rates affect your money, managing your pension income and the importance of diversification when it comes to investing.

In our review of April, our expert team look at the performance of the True Potential Portfolios and discuss AI tech updates, common client queries and our upcoming May seminars. 

Today our expert panel talk through everything you need to know to navigate the ever-changing Pension landscape and what you can do take control of your finances and retire early.

Our expert panel work through the often complex and confusing world of Pension language to better help you understand how to take control of your financial future and prepare for retirement. With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.   ISA and Pension eligibility criteria apply and tax rules can change at any time.   This...

Our Chief Investment Officer, Jeff Casson, leads an expert panel reviewing Q1’s markets. They cover the True Potential Portfolio perspective, global asset market performance, the current drivers of equity markets and valuation opportunities in Europe. With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.   ISA and Pension eligibility...

In our March review, our expert team cover technology updates and the value that they bring our clients, as well how we helped our clients navigate the Tax Year End – plus a record-breaking month for impulseSave®. We also share market updates from our Investment Management team as we move into the new Tax Year. With investing, your capital is at risk. Investments can fluctuate in value and you may...

Our expert panel check off what you need to know about the upcoming ISA and Pension annual allowance deadlines for Tax Year End 2024 as well as the potential opportunities available to you at this time of year.   With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.   ISA and Pension eligibility criteria apply and tax rules can chang...

Join our expert panel on a question and answer special as they discuss the Tax Year End, True Potential’s tech updates, the intricacies of multi-asset investing and the opportunities presented with high global employment data.

With the Tax Year End 2024 rapidly approaching, join our expert panel for everything you need to know and how it affects you. We also cover changes to Pensions and ISAs and how you can more effectively manage your money.

With a milestone 30 billion on the True Potential platform, our team look back over February, the strong month in equity markets driven by the US, our technology updates, and the strength of our client communications with the tax year end on the horizon.

Our industry-leading experts offer their professional insights into the Chancellor's Spring Budget announcement, diving into what the announcements mean for investors, the general public, business across the UK and your money. 

When it comes to passing down your investments, possessions and estate, how can you make sure your wishes are followed? Our financial advice experts tackle the often complicated world of post-bereavement finances, diving into the different rules and regulations behind inheritance, wills and probate whilst providing insightful tips on ensuring your assets go where you'd like them to. 

In this Q&A special episode of the Do More With Your Money podcast, join True Potential’s Head of Central Advice Neil Rayner, Director Of Investment Strategy Chris Leyland, Client Servicing Supervisor Hayley Mack & Training & Competence Supervisor Orren Sampson as they discuss your burning questions about interest rates, ISAs, Pensions and much more.

Did you know the average Missing Pension pot value in the UK is over £10,500? This week our expert panel discuss all things Pensions and how, with a brand new True Potential process, we can start finding your Missing Pensions today. 

Join Chief Executive Daniel Harrison for a look back at an eventful month, including a review of investments, our view on the economy and an update on our charitable fundraising. The panel also cover our extended opening hours, our revolutionary Annual Suitability Review process and the factors contributing to positive Portfolio performance.

In this episode of Do More With Your Money, our panel including Chief Executive Daniel Harrison, Director of Client Servicing Jamie Sexton, Head of Delivery Diane Pattison and Head of Corporate Affairs Peter Bould discuss the shape of the global political environment in 2024, what the US and UK can expect from election season, and what that could mean for your investments.

This week’s Do More With Your Money show is a Q&A special as our panel address pressing questions from our clients, including discussing investments, pensions, inflation and more.