203 episodes

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support and award-winning technology. On our weekly Do More With Your Money Podcast, our expert panel discusses investment markets, personal finance, global news and the latest updates from True Potential.

Do More With Your Money True Potential

    • Business

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support and award-winning technology. On our weekly Do More With Your Money Podcast, our expert panel discusses investment markets, personal finance, global news and the latest updates from True Potential.

    Strong US equity markets & tax year end on the horizon | Do More With Your Money #210

    Strong US equity markets & tax year end on the horizon | Do More With Your Money #210

    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.

    • 29 min
    Spring Budget Reaction Do more with your money #209

    Spring Budget Reaction Do more with your money #209

    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. 

    • 34 min
    Securing your family's financial future | Do More With Your Money #208

    Securing your family's financial future | Do More With Your Money #208

    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. 

    • 20 min
    Interest rates, ISAs & Pension withdrawals | Q&A Special #207

    Interest rates, ISAs & Pension withdrawals | Q&A Special #207

    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.

    • 34 min
    Find your Missing Pensions | Do More With Your Money #206

    Find your Missing Pensions | Do More With Your Money #206

    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. 

    • 28 min
    Pensions, investments & performance | True Potential’s January 2024 review

    Pensions, investments & performance | True Potential’s January 2024 review

    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.

    • 38 min

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