Do More With Your Money Podcast

Are you planning for retirement and thinking about taking tax-free cash? This guide covers everything you need to know - from pension withdrawal options to how to become more tax-efficient in retirement. Our experts also discuss the impact of the latest UK Budget, sharing key considerations to help you make the right decision when taking your tax-free cash.

In our final episode of the year, we're sharing the most valuable insights from 2024. You'll hear from our team of pension specialists, financial advisors, investment directors, and other experts dedicated to helping you achieve your financial goals.

Our panel of experts share actionable insights designed to help you plan for your financial goals in 2025. With discussion around key trends seen throughout 2024 and how to create a roadmap for your finances, what steps could you take to help reach your financial goals in the new year?

Our panel of experts review a positive month for investment performance, exciting AI system updates, industry award wins, and our upcoming charity work.  

Our expert Investment Management team look at how the True Potential Portfolios have been performing against the industry. They also offer their insight into recent market movements, the factors driving positive performance and most importantly, what it all means for your money.See below a link to our video podcast with the chapter points containing the ARC data set and chapter points where it's located for reference.07:54 - 10:50 - Our balanced portfolio performance vs our peer group10:50-14:45 - What are the ARC quartile rankings?https://youtu.be/aUh-GqxNYGA

In Labour's first Budget for 14 years, Chancellor Rachel Reeves announced significant changes to Inheritance Tax. In this episode, our expert panel explore how those changes could impact you and beneficiaries inheriting property, money and investments.

In this episode, our expert Investment Management Team review the global market reaction to Trump's second term, focusing on how the impact to interest rates, bond yields, and inflation affects your money.

Our expert panel discuss the market reaction to Donald Trump's victory in the US presidential election. Covering key policies such as tax cuts, tariffs, and high debt costs, what could Trump's second term in office mean for the largest economy in the world, and how could this impact markets?

Our expert panel dives into the UK's 2024 Autumn Budget, discussing key changes and their impact on investors, families, and businesses. With commentary on pension contributions and changes to Inheritance Tax and Capital Gains Tax, how will the Autumn Budget affect your money?

Our expert panel discuss the importance of preparing for retirement, as well as key considerations to help you plan, transition, and enjoy your post-retirement life. With expert insights into protecting your financial legacy, how to withdraw from your pension, and how to have a comfortable retirement, are you retirement ready? 

Join our expert Investment Management Team as they review a positive period for the True Potential Portfolios. Equity and bond markets continued to reflect strong global growth, helping to deliver returns for clients. With the October budget and US election looming, the team also discuss their outlook for global markets for the months ahead.

Our expert panel reviews Labour's first 100 days in power and the changes we could expect in the October budget. With commentary on Labour's election promises, we also discuss how pensions may be affected and our thoughts ahead of the budget. Will Labour's plans to boost the UK economy be delivered at the end of the month?

Our expert panel provide an update on markets, new technology enhancements and the work we have done for charity throughout September 2024. With further commentary on our new pension withdrawal technology and interest rate cuts around the globe, what could these changes mean for your money?

Our expert panel explore the complexities of retirement planning, personal finances, tax strategies, and how a financial adviser can provide personalised guidance on these key issues. They explain how people who receive financial advice tend to save more, invest more wisely, and have better financial security.

Our expert panel discuss how recent interest rate & inflation changes could impact your retirement savings. With further commentary on the market reaction, how do these changes impact the wider economy and more importantly, your money?  

Our panel of pension experts discuss the options you have when you reach retirement age and beyond, including staying invested, taking tax free cash and managing withdrawals to secure an income that will last as long as you need it to.

Chief Executive, Daniel Harrison, leads our expert panel as they review key changes and a summary of markets throughout August. Covering positive Portfolio performance and how we're using AI to give clients a personalised investment experience, what could these changes mean for your money?

Today our expert panel tackles the most asked client questions surrounding financial advice, from how to keep a long-term mindset when investing, the options for taking tax-free cash from pensions, to how to help your children get a head start with their finances.This video is not a recommendation or personal financial advice.With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

Today our expert panel discuss everything Auto-Enrolment pensions; from what you need to know, the key features, and assessing your current Pension to optimise your contributions.

Today our expert panel discuss everything you need to know about the UK state pension, personal pensions, and the pension triple lock.We break down what the triple lock is, how it works, and the economic pressures on UK state pensions. The panel also provides insight into the differences between state and personal pensions, why an expression of wish can be important with your pension and what you can do to help reach your retirement goals.

Today our expert panel looks back at July and discuss any new developments at True Potential, this includes all AI & technology updates that enhance our service by harnessing data to improve your ability to create a pension plan. We also have an update from the Investment Management team at a time of market volatility, and review any questions that the relationship management team have been asked surrounding fiscal policy under the new Labour government.  Finally, we are proud to celebrate the efforts of our team in raising money for this month's charity the Motor Neurone Disease Association.

Today we look at pensions vs property and how they can be utilised to help fund your retirement. Our panel discuss the advantages, disadvantages and considerations of both options.We take a look at compound interest in pensions, the economic benefits of property investment, as well as why diversification is important. Finally the panel discuss how True Potential's technology enhances our services and what you should consider when choosing the right Pension for you?

In our latest quarterly review our Head of Asset Allocation, Kevin Kidney leads an expert panel in examining the last three month's market movements and portfolio performance. The panel also looks at global growth, key risks, and opportunities for the months ahead. Finally, the team investigate why the UK market has performed so well this quarter and why Gold has reached an all-time high.

This week, our expert panel discuss how to plan for your financial future, breaking down the most common financial goals that we set ourselves and how they can be achieved. They cover why financial goals are important, understanding short and long-term goals, which investment accounts you might consider and the potential benefits of combining your pensions.

By adding a Power of Attorney, you can ensure peace of mind that if you can no longer make financial decisions, then you have someone you can trust to look after your affairs. On the latest Do More With Your Money show, our expert panel discuss the importance of Power of Attorney, detailing what this is, why it is needed and how to set yours up correctly to help with leaving a legacy.

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 you may get back less than you invest. This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change.

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 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 material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change.

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 money? 

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 material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change.

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 criteria apply and tax rules can change at any time. This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change. 

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 get back less than you invest. ISA and Pension eligibility criteria apply and tax rules can change at any time. This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change. 

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 change at any time.This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change. 

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.

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.

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. 

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. 

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.