Do More With Your Money

In this episode of the Do More With Your Money Podcast, our panel discuss the optimum way to organise your money, prepare, and set your investment goals for 2024. We also review our new, free pension finder service and digital annual suitability report.

Join our expert panel as we discuss the exciting technology we launched in December 2023 and how having access to innovative financial tools is increasingly important for investors.

In this episode of the Do More With Your Money Podcast, our investment panel look forward to the year ahead and discuss their market expectations for 2024. They also review 2023’s portfolio performance, providing insight into a rather volatile year in the markets.

For the final episode of the year, our Senior Partners come together to reflect on the challenges and successes that 2023 brought us. The founders of True Potential look back on market performance, business changes and industry evolutions, before looking ahead to the potential opportunities for investors in 2024. 

In this episode of the Do More With Your Money show, our expert panel discuss the role cash plays in a well-balanced investment portfolio, the performance of the UK economy in 2023 and what rate cuts could mean for your money. 

Join Chief Executive Officer Daniel Harrison, Head of Delivery Dianne Pattison, Portfolio Manager George Bell and Director of Client Servicing Jamie Sexton for the first of our monthly True Potential Updates.   The panel look back on the November, dissecting positive market performance, how we have supported and serviced our clients, and the introduction of artificial intelligence to our technolog...

Join our expert panel as we answer your most important investment questions. Client Servicing Supervisor Hayley Mack hosts a roundtable with guests Daniel Harrison, CEO of True Potential group, Investment Director Kevin Kidney and Head of Technical Planning Craig Allmond. They discuss pensions, ISAs, JISAs, inheritance planning and the current positive moves in the markets.

Our expert panel discuss this year’s Autumn Statement as Jeremy Hunt announced the biggest business tax cut in modern day history. How have the markets reacted to the news and how does this Autumn Statement affect your Pensions, ISAs and tax allowances?

Our expert panel discuss key questions around Pension tax-relief, Workplace Pensions, the political world and recent changes in global investment markets. The team also discuss how a Workplace Pension can help you retire comfortably.

What is the link between political changes and your investments? With a general election getting closer, our expert panel explain how changes in government and new policies can affect you and your investments.

Our expert panel explain recent market volatility, what investors should consider before moving to cash and what we can expect from markets in the near future. With commentary on client psychology and media influence, how should you think about long-term investing and volatility in the markets?

Our expert panel provide facts to debunk common investments fictions. We uncover the truth behind key topics such as how much you need to invest, whether you stop investing in retirement and the rules around taking your 25% tax free cash.

Our expert Investment Management team share their views on recent market movements, including the core causes of volatility, how the wider economy is reacting and what it means for your investments.   We discuss key drivers such as interest rates and government debt, as well as our views on opportunities for future growth.

This week, our experts dive deeper into how the State Pension could impact your retirement, and the potential risks behind relying on it. Our panel explore the rules behind how much you could get and when, and address the big question - will it be around forever?

Join our expert panel for an exclusive Q&A special, hear their verdict on taking your tax-free cash, how to approach retirement, recovering lost pensions and inflation expectations amongst recent markets.

In this episode, we discuss why investing beyond retirement is an important part of long-term financial planning. While many investors see retirement as the end of a journey, how you manage your money during your later years is just as important as building up your pot in the first place.   Our expert panel go through the options available for investors approaching retirement, what you need for a...

What's been happening in markets? How does the fall in inflation and pausing of interest rates affect you the investor? Our expert investment management team explain how markets have improved in recent weeks, and how what can appear to be bad news is often reflected as good news in the markets. Plus, how to think about your retirement planning, and a successful week for True Potential at a ra...

How can you help your children enjoy a brighter financial future with a Junior ISA and Junior Pension? Our expert panel explain how you can empower the next generation and protect your own wealth in a tax efficient way when investing for the long-term. One of the best ways to help your children do more with their money is to start talking about and setting financial goals early in their life, the...

Why is setting a goal so important for investors? Our expert panel explain how goals can help you to navigate short term market volatility and help you stay on track towards your long-term aspirations. Little and often investing may be key alongside regularly tracking your progress. We also discuss our fundraising campaign for The Sunshine Fund by taking part in this weekend's Great North Run...

What would happen to your wealth in the event you lost the ability to make decisions? It is important to have a Power of Attorney in place, as your spouse or partner won't automatically be able to take control of your assets and investments. Don't risk losing everything you've earned, secure your financial legacy today with our top tips on writing a Will, setting up a Power of attor...

Jeff Casson, Chief Investment Officer, and his senior Investment Management team provide an update on what's happened in markets through August. While investors will have witnessed volatility, the month has provided generally strong and supportive economic data, which in turn is impacting inflation and interest rates. Jeff and the team explain the True Potential fund manager reaction, how we&...

Marriage and divorce are important financial life events that many people will have to deal with. In our latest episode our expert panel provide fascinating insights on how your Will, taxes and Pension need to be handled when a significant change occurs. 0:00 Financial planning for marriage or divorce 3:30 Divorce arrangements around your Pension 4:30 How your marriage affects your Will 7:46 Marri...

Susan Maxey, Legal Director at Womble, Bond, Dickinson explains why writing a will is an essential part of financial planning and how to make sure you cover everything you need to.   Along with our expert panel, Susan explains the benefits of a well written will, the dangers of not having one and the best ways to protect your family and assets in the event of your death.  

Are you in danger of falling into an investment trap? You may have seen unregulated and risky investments such as cryptocurrency in the news or on social media, but if it seems too good to be true it probably is! Our expert panel explain what constitutes a potential investment trap and how you can assess the viability of an investment before committing your money. It’s also a time to be wary of go...

What is the best way to invest for your family goals? Our expert panel offer their insights on managing your savings, and investing for a secure future for your family. Many families will be budgeting for childcare and vacation time over the six week summer holidays, but it is also a time to stay disciplined and focused towards financial goals. What you do today with ISAs and Pensions could make a...