18 episodes

Do you want to do more with your money? Enjoy fascinating insights into the investment and personal finance world with our range of experts and guests at True Potential.

Do More With Your Money Podcast True Potential

    • Investing

Do you want to do more with your money? Enjoy fascinating insights into the investment and personal finance world with our range of experts and guests at True Potential.

    #18 Everything You Need To Know About Pensions

    #18 Everything You Need To Know About Pensions

    Do more with your money by listening to our Pensions podcast special, with our experts explaining the key parts of pensions and retirement savings.



    👉What to do when you’re young, how that changes as you approach retirement, your pension options when retiring



    👉Earl Glasgow, True Potential Founding Partner, makes his DMWYM debut



    👉Simon Wigdahl, Financial Adviser, joins the panel to talk about his role and how he's been communicating with clients during lockdown



    👉Chris Leyland, Chief Investment Officer, reflects on another positive week in the markets



    👉Rebecca Wright, Head Of Client Servicing, explains auto enrolment and workplace pensions



    👉How much do you need to invest in a Pension?



    👉The importance of getting started now, no matter how young you are, in building your Pension investment



    👉The importance of goals and how True Potential technology could help your Pension journey



    👉Lots of laughs in another exciting episode of Do More With Your Money



    #pensions #investing #saving

    • 53 min
    #17 Special Guest Justine Greening

    #17 Special Guest Justine Greening

    Former Secretary Of State For Education, The Right Honourable Justine Greening, joins the Do More With Your Money Podcast for a chat about the C-19 Business Pledge she co-founded with True Potential Chairman David Harrison.  👉Justine talks about life on lockdown   👉Jeff Casson, Chief Investment Officer, on what happened in markets this week  👉Justine talks about big government decisions and her time as an MP  👉David Harrison's verdict on new Bank Of England Governor Andrew Bailey  👉Justine talks about her experience working with Chief Medical Officer Professor Chris Whitty on the 2014-16 Ebola outbreak  👉Justine and David discuss the C-19 Business Pledge and Social Mobility Pledge which they co-founded - "Businesses are stepping up to level up the country."  👉The latest news and politics discussion, and the usual laughs in another exciting episode of Do More With Your Money

    • 48 min
    #16 Your Questions Answered: Improving Markets And Lockdown Ending

    #16 Your Questions Answered: Improving Markets And Lockdown Ending

    In our monthly Q and A, you ask the questions!



    👉Barney Hawkins, Investment Director, makes his DMWYM debut 



    👉A look at the remarkable recovery of markets in April



    👉Lockdown is close to being lifted - what will this mean for you?



    👉True Potential's plans for opening Head Office back up



    👉Cash ISA versus Stocks And Shares ISA - the panel weigh in



    👉"History doesn't repeat itself, but it rhymes" How does the Coronavirus crisis compare to the 2008 financial crisis and the Wall Street Crash?



    👉A look at some of the fun True Potential staff have enjoyed when working from home



    👉True Potential's Charity Challenge week and £5,000 donation to St Cuthbert's Hospice - how did Barney get on with his challenge?



    👉What will the panel be doing for VE Day?

    • 52 min
    #15 How Coronavirus Has Changed Consumers

    #15 How Coronavirus Has Changed Consumers

    The Do More With Your Money panel look at how the Coronavirus COVID-19 is changing the way consumers and businesses interact.  👉George Bell, Investment Analyst, makes his DMWYM debut, bringing his expert analysis on what has happened in the markets this past week.  👉The panel share how their consumer habits have changed  👉Does social distancing present an opportunity to spend less and save more?  👉How Anti Fragile businesses are best placed to come through this period even stronger  👉What will post-lockdown life look like?  👉David Harrison's Tropics trivia  👉Did David Harrison watch Tiger King?

    • 59 min
    #14 Investment Management Special

    #14 Investment Management Special

    The True Potential Investment Management Team are joined by Steve Hutton, Head Of Wealth Management, and Chairman David Harrison for a discussion on markets, investing, and everything that is going on right now.  👉Jeff Casson, Chief Investment Officer, on what we are seeing with Oil prices and markets  👉David Harrison shares a story on a surreal visit to Oklahoma, USA, he made some years ago  👉The dangers of do it yourself investing and why you can't time the market  👉A look at cash savings and Cash ISAs - are you losing money without realising it?  👉Why global diversification matters  👉Are you using your tax allowances?

    • 1 hr 6 min
    #13 True Potential Annual Report Successes & Market Recovery Positives

    #13 True Potential Annual Report Successes & Market Recovery Positives

    💥New Episode! We've freshened the DMWYM Panel up for a look at the True Potential 2019 Annual Report, analysis of continued Market recovery, and a chat about the lockdown extension.   👉Go behind the numbers and learn about the successes True Potential had in 2019, with a discussion on the recent publication of the True Potential Annual Report  👉Dianne Pattison, Digital Delivery Manager, explains the True Potential Platform innovations we've made  👉Market recovery: US market up over 25% since March 23rd, UK market up around 15% - why is the news media ignoring this?  👉The panel's thoughts on life on lockdown as social distancing is extended  👉While the majority of True Potential staff are working from home, Gregg Lang, Head Of True Potential Adviser Services, is managing a small team on essential tasks at True Potential Head Office. Go behind the scenes of 'Site 2' operations.  👉Maddie The Pug makes an appearance and plenty of laughs in another exciting episode of Do More With Your Money

    • 1 hr 2 min

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