Do More With Your Money: Recent Episodes
True Potential
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.
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.
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.
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 technology.
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 comfortable retirement and what you should consider when withdrawing from your Pension.
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 range of industry awards.
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 panel discuss how to start those conversations early.
0:00 How to give your children a brighter financial future
2:34 Using Junior ISAs and Junior Pensions to help your children
5:18 Compounding in an investment as early as possible
8:33 How Junior ISAs work
10:27 How a Junior Pension works
13:16 How your money is invested by True Potential's expert managers
15:09 Child Trust Funds explained
16:30 The ease of transferring investments to True Potential
18:37 Naming beneficiaries to help with Inheritance Tax
20:42 Having conversations with your kids about money
22:14 True Potential are going into schools to improve financial education
25:54 True Potential's Great North Run fundraising
27:08 Investing is a marathon not a sprint
28:50 Our panel share their top tips for the next generation
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 how and the same analogy of goal setting is applicable to personal fitness.
Get both your wealth and health on track with our goal setting experts.
00:00 Why goal setting is vital for investors
02:14 Goal setting gives purpose to saving and investing
03:37 Sir David Harrison on why you should "set a ridiculous goal"
05:10 A goal helps you to a keep long-term perspective
06:01 Common goals for investors
11:58 How True Potential technology helps to close your gap to goal
13:52 Goal setting for True Potential's Great North Run fundraising
14:44 An analogy of investing and fitness goals
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 attorney, and naming your beneficiaries.
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've changed our True Potential Portfolios and the economic outlook going forward.
0:00 What has been happening to markets in August?
0:40 Trends in asset markets
2:43 Economic data is generally supportive
3:18 Strength and resilience in the US economy
4:59 The risk of inflation with stronger economic data
5:54 Volatility and interest rate expectations
8:01 How is China affecting markets and investors?
15:37 Volatility in bonds
17:46 What our fund manager partners are saying
20:18 Changes to the True Potential Portfolios
24:48 Key things coming up for investors
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 Marriage and inheritance tax
8:37 Marriage is a key financial planning technique
9:58 What happens if Pensions are split by divorce?
11:04 The link between property prices and divorces
12:33 The surprising fact about a wife's income tax
15:39 Prenuptial agreements to protect your assets
17:16 How divorce changes your financial circumstances
18:32 A big change for tax on divorce
20:05 Updating your Will when you divorce
21:52 Protecting your assets and investments during a divorce
23:00 Speak to a financial adviser whenever circumstances change through life
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 going into cash, as inflation and hidden taxes can eat into headline rates of return.
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 significant impact on your wealth, and you should also consider how you'll pass wealth on to your family in a tax efficient way. Think about your personal finances today with the top tips from our expert panel.
It has been a positive week for investors, with a significant fall in UK inflation and improving data in markets. What will this mean for interest rates and your investments? Join our expert panel to hear their verdict on the latest inflation and interest rates outlook, in addition to their analysis on the big topics in the news this week such as political developments and how climate is considered in investment management. The panel also discuss investment timing, how to approach retirement, and the benefits of investing little and often.
How much of your wealth could you be losing to taxes? The UK has one of the most complicated taxation systems, so we invited Peter Coward, an experienced Tax Specialist, to explain what you need to know about taxes as you approach retirement.
Peter joins our expert panel as we discuss how tax impacts your investments and what you can do about it, particularly in relation to Inheritance Tax and your estate.
What can you do as you approach retirement to ensure your Pension provides an income, tax efficiency, and a financial legacy? There are fantastic opportunities within Pensions, giving you the freedom and choice to fund your retirement in a way that fits your circumstances while still potentially growing your money. Remember, you may be retired for decades, and a Pension could remain an effective long-term investment for years to come. Modern Pensions are all about individuality, and our panel explain the income, tax advantages, and financial legacy options available to you.
Our Customer Care team share their most asked questions of the week and how they’ve been helping our clients do more with their money.
The team cover their responses to common questions, including keeping up-to-date with investment performance, setting up accounts for children, understanding tax, making withdrawals safely and the importance of naming beneficiaries.
0:00 Introducing our Customer care team
4:26 What are clients asking us about investment markets?
5:57 How Morning Markets keeps you updated every day
7:32 Do ISA transfers affect your yearly allowance?
9:26 How do you open a Junior ISA?
10:38 A Junior ISA or a Pension for your child?
11:22 Understanding withdrawals from your ISA
14:44 Understanding withdrawals from your Pension
17:40 What is a tax pack?
20:09 What is a tax code?
22:07 How do Pension beneficiaries work?
25:52 Setting up a direct debit into your investment
27:04 What is True Potential rewards?
31:14 True Potential's fundraising for Cancer Research
What’s been happening in markets, and what is the outlook for your investment in the second half of 2023? The True Potential Investment Management team come together as the halfway point of the year approaches, reflecting on the positives and challenges they’ve been navigating in markets, and to provide an update on what our global fund manager partners are seeing for investors going forward. Join True Potential Chief Investment Officer Jeff Casson and his team to hear how they’ve been managing your money in the True Potential Portfolios.
0:00 Introducing our Investment Management team
1:12 What positives have we seen this year in markets?
5:16 Market challenges with inflation and interest rates
12:20 What are our global fund manager partners seeing in markets?
16:08 How are we managing Portfolios for clients?
21:14 Fund manages have a long term view
24:10 Why forecasting is so difficult
29:19 Diversification is important
On today’s show, our senior Financial advisers share their insights to the most common markets and investment questions being asked by clients right now. Find out what our advice teams have been telling clients, and how you can manage your investment goal around market volatility. Ignore the media sensationalism in the news and hear directly from our experts, stay disciplined and keep a long term perspective to power your Pension and enjoy a wealthier retirement.
0:00 Our financial advice team at True Potential
3:15 What common questions are advisers and clients asking?
4:22 How advisers think about investment growth
6:23 Why a long term view works in your investment journey
10:41 How the media affects the perception of markets and investments
14:34 Why market volatility can be useful
16:08 How to use your Pension in retirement
19:29 The construction of Investment Portfolios
25:54 Getting in touch with your financial adviser
27:22 What is the top tip from a financial adviser
30:30 Subscribe to the True Potential YouTube Channel
Join us for an exclusive Q&A special where our Pension experts answer your most asked questions on Pension planning for retirement.
How will the US debt ceiling affect markets and investors? Our Investment Management team explain what the debt ceiling is, and why the negotiations between Democrats and Republicans are stuck on budget cuts versus spending plans. What can you do to navigate potential market volatility if the debt ceiling collapses, and does the debt ceiling actually create opportunity for investors?
Do you know how to use your Pension properly in retirement, and are you doing the right things today to ensure your future is financially secure? Our Pension experts are here to share their inside knowledge on what makes a wealthy retirement, their simple steps will help to ensure your Pension is being utilised to its full potential. Whether your retirement is close, or still decades away, the actions you take today could make a big impact on when and how you retire.
pension #retirement #investing
Why are UK interest rates so high and what can you do about it? Our expert panel explain why the Bank of England raised interest rates to a 15 year high of 4.5%, and how you can react to challenges in the markets through regular investing. Will the interest rates continue to go higher? Will inflation finally come down? And what is the inflation and interest rates situation in the global economy? Now is the time to think about a review of your personal finances, with our panel helping to guide you on the economic outlook and what you can do with your mortgage and investments.
0:00 What happened to UK Interest rates rise?
2:30 Why did the Bank of England raise interest rates so high?
4:28 How the interest rate rise impacts your mortgage
6:05 Why is inflation slowly coming down?
9:52 Will interest rates go up further?
14:11 How interest rates affect markets and investments
16:00 The advantages of regular investing
19:17 What's happening globally with inflation and interest rates?
22:55 Will the UK avoid a recession?
25:00 Review your spending
25:52 How our investment management team do more
29:00 The top tips to beat inflation and interest rates
What are the secrets of successful investors? Our expert panel explain the 7 rules of investing you need to know and the simple steps you could take today to transform your wealth. Discover the ways you could be more tax efficient in your Pension and potentially boost your retirement outlook.
We’ve navigated market volatility earlier in the year and investors are seeing the benefits of staying disciplined with a long term view of markets, but what about continued problems in the banking sector, and the outlook on inflation and interest rates? Jeff Casson, Chief Investment Officer, and his investment management team explain how they’re viewing the economic outlook and why they believe that investors should continue to take a long term view.
Are you doing enough to protect your Pension and retirement plans from inflation? With UK inflation at 10.1%, it’s important to ensure your long-term goals take account of the changing cost of living – for today and the decades ahead. Learn more about our approach to investing and what you can do today to make sure your future keeps pace with rising costs.
Is your Pension set up to give you a rich and fulfilling retirement? Our expert panel explain the simple ways you can do more with your Pension in retirement and continue to build your wealth. Staying invested and finding the right withdrawal rate is important – you may be able to increase your tax efficiency and increase your family wealth by naming Pension beneficiaries. Do more with your Pension today.
Start the 2023/24 tax year right. Our expert panel share their top tips on how to make your money do more using the new opportunities and allowances available. It is an exciting time for investors, with significant Pension changes that could help to power up your retirement. Now is the time to consider how you'll get closer to your goals in the new tax year.
Tax year end is almost here and time is running out to use your 2022/23 tax allowances. Our expert panel reveal their top tips for avoiding tax year end mistakes, discuss the types of ISA available to you and how tax relief works in your pension.
Our expert panel discuss whether there’s a banking crisis and how the issues around Credit Suisse and Silicon Valley Bank may impact investors. It’s been an eventful week in markets, with Central Banks also hitting the headlines amid a surprise UK inflation jump and interest rate rises by both the Bank of England and US Federal Reserve. What will all of this mean for you and the economic outlook? True Potential’s Investment Management team provide their analysis on what proved to be a positive week for equity markets. 0:00 What happened with Credit Suisse?2:20 How the US markets reacted to Silicon Valley Bank2:42 Global equity markets are positive this week3:38 Have interest rates hit their peak?7:52 Active management in the True Potential Portfolios11:10 The advantages of Advanced Diversification in your investment14:00 Investment opportunities going forward17:45 Why is UK inflation higher than expected?22:10 True Potential's relationship with UBS24:17 Tax year end and our extended opening hours
Our panel of experts discuss the key pension tax changes announced within the UK Spring Budget. How will these changes impact your retirement? The panel also offer explanation for the recent market volatility caused by the closing of the American Silicon Valley Bank.
Withdrawing from a pension is one of the most important decisions you’ll need to make about your long-term wealth. Deciding when to withdraw, how much to take and how much to leave behind is a personal choice that can benefit from financial advice. Our expert panel cover some of the main reasons you may consider withdrawing from your pension, and give their insight into your options, the tax implications and other was you can fund your goals.
Don’t miss our tax year end top tips to power your ISA and Pension. What you do today could make a difference to your investment goals and retirement. Discover what your tax allowances are and how you could beat inflation by investing earlier. Both the Budget and tax year end are almost here, so do more with your money today and enjoy the show!
What is it you always wanted to know about tax year end? On today's episode, our expert panel reveal the answers to your most frequently asked questions about tax year end, giving a fascinating insight into the tax year end mistakes you must avoid. Find out why it should actually be called tax year reset, and why acting early could help you to do more with your money
What’s happening in the economic rivalry between the USA and China, and what does it mean for you the investor? Our expert panel discuss the latest trade war tensions around UFO spy balloons and Tik Tok, as China’s influence increases across global trade. We go beyond the headlines to share the plentiful positives for markets and investors right now, and what the outlook is for the US and Chinese markets driving your investments.
Why are the media ignoring positive performance in markets? Today’s show brings you the economic positives you may have missed. There’s plenty for investors to be optimistic about with falling inflation, drops in energy costs, and the FTSE 100 achieving an all-time high earlier this week. Sir David Harrison gives his verdict on the problems in the media and politics and why he’s personally optimistic about what markets and investors can look forward to in 2023.
Have inflation and interest rates peaked? Is the strong start to 2023 for markets and investors set to continue? Our expert Investment Management team offer their insight into what’s going on behind the scenes in the world economy, with analysis on the inflation trend turning to disinflation, and interest rates rising but perhaps to their peak in anticipation of coming down. The Bank of England has shifted dramatically in their commentary, and a recession is set to be shorter and softer than originally expected. An unmissable Do More With Your Money show reveals everything you need to know.
On this week's episode of the Do More With Your Money show, our expert panel are joined by former England Rugby International Tom May and leading performance coach Simon Hartley. We'll talk about how both sports and investment disciplines can benefit from solid preparation, goal planning and a long-term perspective - as well as insights from Tom's career at the top level of rugby.
Our expert panel are excited to answer your most asked questions on markets and investments, helping you to start 2023 the right way and do more with your money. Enjoy a lively episode, with fascinating insights into ISAs, Pensions, inflation, and managing your True Potential account.
The True Potential Senior Partners reflect on the challenges and opportunities 2022 created for investors, and the optimism for markets in 2023. Sir David Harrison returns to the show and gives his verdict on a range of subjects, and explains why the client is the most important part of any business. Join us for an exciting and informative episode, that will help you to focus on your goal and do more with your money in 2023.
Join our Investment Management team for a preview of 2023 for markets and investors, looking at the opportunities and ways we will be helping clients to do more with their money. Key themes for the coming year could be disinflation, and how economic growth could progress as markets emerge from the challenges of 2022.
The True Potential Investment Management team discuss what 2022 meant for markets, investors, and the True Potential Portfolios. It was a significant year, with major talking points including the Russia / Ukraine conflict, inflation and energy price rises, the UK mini Budget, and opportunities for investors amid market volatility.
How can you power your pensions and retirement? Our expert panel provide the answers to your most asked questions on investing towards a richer retirement, including top tips on consolidating your Pensions and making your money more tax efficient. Plus, how to use an ISA effectively, our panel’s thoughts on the economy this year, and our personal highlights from another fantastic year at True Potential.
How can you find your lost pensions and discover forgotten wealth? The total value of lost pensions in the UK is estimated to be £26.6 billion and finding your share could make a life-changing difference to your retirement. Our expert panel also cover how to trace your lost pensions, the benefits of combining your pensions into one and the importance of naming your beneficiaries to protect your money for future generations.
Louisa Nicola is a Brain Performance Coach for elite athletes and top hedge funder managers. In this week’s episode she shares her secrets for improving your brain health, making better decisions and enjoying a longer, healthier retirement.
On today’s show, why is it in the UK we put out heads in the sand around money? Our expert panel provide you with the top tips for speaking about your finances, revealing how important it is to discuss money with those around you. Making a plan and taking action today could be the key to doing more with your future wealth.
How did Chancellor Jeremy Hunt’s Autumn Statement UK Budget affect you? Our expert panel provide analysis on the big tax changes, and how you may be able to use your ISA and Pension to navigate tax rises. There’s also discussion on strengthening markets, how you can manage your money around UK inflation at 11.1%, and will Donald Trump be President again?
How can you secure your financial legacy? Follow these top tips from our expert panel, as they explain why completing your Pension's Expression of Wish and writing your will are important steps for passing your wealth to the next generation.
Our expert panel share the secrets of intergenerational wealth, and how you can ensure your financial legacy. Your Pension is just one of the ways to be tax-efficient around inheritance tax. The panel also discuss the latest economic outlook, Sir David Harrison's knighthood, and charity fundraising at True Potential.
Our expert panel discuss cash savings versus investments, how does staying invested compare to holding cash over the long term? The panel also discuss new UK Prime Minister Rishi Sunak and an improvement in markets.
0:00 Subscribe to the True Potential YouTube Channel 2:25 Is market volatility starting to see some stability? 7:50 A positive reaction to Prime Minister Rishi Sunak 8:45 The 10 best days and 10 worst days to be invested 10:10 Staying invested rather than running to cash 11:59 Staying invested even in retirement 13:00 What happens if you miss the 10 best days to be invested in a 10 year period? 14:45 The role of Cash within the True Potential Portfolios 17:45 Holding cash in an emergency fund and short term goals 21:40 Why goal setting is important for investors 23:43 The impact of inflation on cash 26:06 Speak to a financial adviser 27:50 True Potential Portfolios through the major recent world events 28:27 Chart: What happened if you moved to cash during market volatility?
On today's show, our expert panel react to Liz Truss' resignation as UK Prime Minister and what this means for markets and investors. The panel use charts to show that long term investing, and staying invested, has been an effective way to do more with your money.
Our expert Investment Management team discuss what’s been happening around market volatility, with analysis on the actions of the UK Government, Bank of England, and everything that is happening in the global economy. 0:00 What's happening with UK market volatility? 1:55 What happened to the markets this week? 5:25 Our reaction to recent market volatility 7:10 The Bank of England and UK Government actions 7:39 True Potential Pensions aren't linked to the Pensions in the news 9:53 Diversification helps to deal with volatility 13:37 True Potential's active investment management explained 16:43 £22 Billion managed and skin in the game at True Potential 19:45 Good opportunities for the long term in investing 24:40 What's the outlook ahead for investors? 27:28 The UK is just one part of your worldwide investment 27:59 The importance of True Potential's daily Morning Markets 30:19 What is a GILT?
Our Investment Management and financial advice experts take a look at the current levels of volatility within markets and discuss the importance of diversification when it comes to navigating them. This week’s panel tackle some important questions, including what is diversification, why is diversification important, and how do True Potential use advanced diversification?
Experts from True Potential's Investment Management and Financial Advice teams give an explanation of what's been happening in markets recently and what it means for your money.
The panel also respond to the most common questions we’ve been answering for clients this week.
0:00 What has happened in asset markets this week?
2:35 How did the UK mini budget impact markets?
6:30 What actions did the Bank of England intervention involve?
11:55 What's behind challenging headlines and what are clients asking?
14:57 The importance of understanding differences between Pension types
16:28 Interest rate expectations
19:48 The UK pound and currency volatility
22:30 The dangers of going to cash
24:00 Investing for the long term and staying diversified
24:40 The True Potential Portfolios strategy
26:40 How does True Potential work with fund managers across the globe?
28:44 Areas of opportunity for investors
32:28 The advantage of being diversified
The Chancellor presented his plan for growth today, unveiling both expected and unexpected changes. His announcements included changes to stamp duty, national insurance, corporation tax and an energy price cap. Our panel of experts take a look at the mini budget, and offer their analysis on what this could mean for you.
Members of True Potential's senior team pay tribute and reflect on the life and service of her majesty, Queen Elizabeth II.
Do you need a million pounds in your ISA? How can you become an ISA millionaire? Our expert panel discuss how to get the most out of your ISA allowance and investment goals. Plus, how does your ISA compare to your Pension and the latest on our Great North Run fundraising.
Join us for a bank holiday special, with our expert panel explaining how to beat the banks with long term investing, a summer financial health check, and how to think about your cash and Pensions.
Join us for an exciting analysis of how markets have strengthened, and what improvements in investments means for your retirement and financial goals. Plus, UK inflation in context, and how do our Investment Management team react to market conditions.
On today's episode of the Do More With Your Money Show, True Potential Chief Executive, Daniel Harrison is joined by a panel of investment experts to answer your questions on inflation, investing, ISAs, pensions, and much more. An unmissable episode that provides insight into how markets are strengthening, and discussion on the geo-political events taking place in the UK and around the world.
Do you need a million pounds in your Pension pot? Our expert panel discuss how to get the most out of your Pension and retirement. Plus, a positive month for markets in July, and how will rising interest rates and increasing inflation affect you the investor?
Today’s Do More With Your Money show looks at the real cost of cash. With UK inflation eroding savings at -9.4% is there still a place for cash and what can you do to grow your wealth? Our expert panel are here for you. 0:00 What is the real cost of cash? 2:30 The role cash can play in an emergency fund 6:55 How cash is used around attitude to risk in the True Potential Portfolios 9:29 How to think about market volatility and long term investing 10:25 Using True Potential technology to see what you are invested in 18:05 How 9.4% UK inflation is eroding the value of your cash 22:45 Rising interest rates - do they affect you? 25:20 Where are our panel feeling the pinch of inflation? 30:35 Reasons to keep investing towards your long term goal 31:58 True Potential Rewards is essentially free money 33:51 Watch Morning Markets daily on the True Potential YouTube Channel 34:41 Thank you to our True Potential superfans
Our expert panel talk you through the pros and cons of delaying your retirement and how to approach the balance of building wealth v enjoying life after work. The show also takes a look at the latest in the race to become Prime Minister, inflation reaching 9.4% and the future of interest rates.
On today's show, who will be the next Prime Minister and how will it affect your money? With tax cuts and Inflation dominating the headlines, our panel discuss what the future holds for the UK economy.
On this week’s Do More With Your Money show, how did Boris Johnson’s resignation as Prime Minister affect markets? Our expert panel features True Potential Chief Executive Daniel Harrison and Director of Investment Strategy Chris Leyland, discussing the reaction to the UK government changes and what the future may hold for investors.
It’s been an important week, with G7 and NATO conferences taking place and further developments in the Russia/Ukraine conflict. Experts from our Investment Management team discuss what the latest global events mean for your money.
The panel react to this week’s UK Inflation news, with Inflation now at 9.1% what can you do to protect the value of your cash and grow your investments during the current market volatility? Chief Executive Daniel Harrison is joined by experts from our Investment Management and Financial Advice teams.
Join True Potential Chief Executive Daniel Harrison and our expert panel, as they answer your questions and discuss why now could be the ideal time to invest. We also cover what do to if you’re thinking of withdrawing while markets are down, as well as how the latest interest rate and inflation rises impact your money.
Our expert panel explain how continued investment into your Pension can be the key to unlocking your future aspirations. Although markets remain volatile, we highlight how this brings opportunities for expert fund managers to beat markets and grow your retirement fund over the long-term. 0:00 Today's show will look at the importance of your Pension 3:14 How to listen to our show on Spotify and Apple Podcasts 3:58 What's happening in markets and why having a long-term perspective matters 10:35 Looking at the True Potential Portfolios’ performance since launch 11:14 Market volatility can bring opportunity 12:08 How to use True Potential technology to track your performance 13:25 How much money do I need to retire? 20:40 How does an expert handle their Pension planning? 24:15 What risk is right for you when investing? 27:33 The importance of staying invested
Join us for a Jubilee special, using the Queen's 70 year reign to highlight how markets have changed and the lessons you can learn on long term investing. One thing that is clear through history is that market volatility is normal; what comparisons can be drawn with The Queen's "keep calm and carry on" mindset?
Join our expert panel for your questions answered, with the team explaining how market volatility is a part of any investment journey, and how you the investor can do more with your money by focusing on your investment goal.
Our Investment Management experts take on the complex and dynamic concept of volatility, analysing recent market behaviour, looking at how volatility has manifested within portfolios, and explaining how volatility can be both healthy and useful. #volatility #investing #equities
In this week's episode, our True Potential advisers take over the show to provide you with a unique perspective on financial advice. The panel discuss when financial advice could be helpful, what financial advice means for you and how it differs throughout your investing journey.
As interest rates rise and inflation increase, what can you do to navigate the inevitable market volatility? Our Investment Management and Financial Advice teams come together to discuss goal setting and the importance of a long-term perspective.
Today’s Do More With Your Money show answers your biggest questions. Our expert panel share their thoughts on pensions, retirement, and what’s been happening in markets.
On today’s Do More With Your Money show, how much should you take from your Pension and how can you use your Pension to pay less tax? Wherever you are on your investment journey, this is an episode that will give you the insight to make your money do more. 0:00 How can you use your Pension to do more with your money? 2:53 What is our Panel's favourite thing about a Pension? 5:38Why are Pensions exciting? 9:13Invest early and often to grow your money 11:38 Don't rely on a State Pension 13:59 How much should I take from my Pension? 17:43 Using your Pension to reduce your Inheritance Tax 19:34 You don't need to take your 25% lump sum in full 22:48 Transferring and consolidating Pensions 27:33 How much can I put into my Pension? 29:20 You can carry on contributing to a Pension in retirement to protect your money 29:57 How tax relief in a Pension helps you grow your money
Enjoy an Easter special edition of the Do More With Your Money show, with our egg-celent panel explaining how to spring clean your finances and grow your nest egg this Easter. 0:00 The panel test their knowledge to win a Golden Egg 3:57 Starting with a goal to build a nest egg 6:55 What can you do to make the most of the new tax year? 9:50 Using your allowances in ISAs and Pensions 12:44 How the True Potential Portfolios manage market volatility - don't put all of your Easter eggs in one basket! 13:20 How to deal with the rise in living costs 16:30 Using True Potential Rewards to save and invest 18:42 Use the long weekend to spring clean your finances 21:05 The team head off to their Easter caravans
Jeff Casson, Chief Investment Officer, is joined by the Investment Management team for a look at markets and investments in the first three months of the year, and the numerous significant events that affected your money 0:00 How high Inflation data affected Q1 5:28 The spike in market volatility in Q1 8:28 The impact of Russia Ukraine on markets 11:33 How do we manage volatility as an opportunity? 19:15 The economy is recovering and Interest rate rises are normal 21:28 An incredible stat on jobs and wages 27:35 What's happening in the True Potential Portfolios? 36:37 The team discuss Chris Leyland's infamous lasagne #markets #inflation #marketvolatility
Our expert panel discuss all things Pension related, including whether to rely on the state pension, how to accumulate a healthy retirement fund and using your Pension for income. The panel also provide insight on what the future holds for your Pension.
Join our expert panel for your questions answered, helping you to do more with your money around tax year end and the cost of living increase.
On this week’s Do More With Your Money show, a look at the UK economy and how you can manage rising petrol costs and the increase in the cost of living. Join our expert panel as we go beyond the headlines and explain why a long-term investment goal helps you to navigate short-term market volatility.
With April 5th around the corner, what can you do to prepare for Tax Year End? Our panel of experts offer their insights on how you can make the most out of your tax-free allowances. The team also discuss the power of compound growth, regular investing and how to decide between using your pension and ISA allowances.
Our team of experts explain how you can grow your wealth over time, with positive long term habits to manage debt and maximise your net worth. The panel also analyse the latest Market Movements related to Russia and Ukraine, discussing the benefits of staying invested and why running to cash doesn’t make sense against rising Inflation
This week has been a busy week for markets with the Russia/Ukraine conflict causing uncertainty. You've been sending your questions and our expert panel are here to help you do more with your money. On this week’s show we put into context market movements, why we take a calm and reflective approach, and discuss the importance of taking a long-term view of investing.
Our Investment Management team discuss the Russia/Ukraine situation and what it means for investors. How will markets be affected as uncertainty in Europe persists and what can you do with your money?
You've seen the cost of living crisis all over the news, but what's the truth about rising costs and how you can manage your money? Join our expert panel, and find out why our Director of Investment Strategy is dialling into the Studio from London. 0:00 Launching our new True Potential Fund with UBS 3:06 How Inflation is affecting markets 9:22 GDP is now showing the strength of the UK economy 10:22 Media hype around the economic "crisis" 16:03 How can you react to rising costs? 24:38 The cost of breakfast rises 80% 26:28 How will the rise in cost of living affect my investments? 28:50 Stay calm and invest for the long term
How can you do more with your money for your children or grandchildren? Today’s show looks at the need for improved financial education for children and the positive financial habits you can establish from an early age. 0:00 Staying invested through market volatility 5:04 How should we react to scary news headlines? 10:46 Should children be given financial education at school? 13:12 How do you teach the importance of money and investing? 16:15 Using technology to teach positive financial habits 18:33 Goal investing for children 21:00 How can Grandparents do more with their money? 23:40 Time is on the side of the young 25:38 The importance of investing in a Pension
It has been an interesting week for markets, with rising Inflation and Interest Rate rises on Investor minds. How can you do more with your money, and why is a long term perspective important during market volatility – find out all you need to know from our expert panel. 0:00 Why were markets volatile this week? 3:29 Investing is for the long term 6:48 What is Inflation, how is it measured, and why it matters 8:38 Inflation of a Freddo bar and Big Mac 10:39 How do we manage Inflation at True Potential 12:58 Using technology to beat Inflation 15:35 Staying in the market during volatile times 16:31 Understanding why Inflation is rising 19:50 What's next for Interest Rates 24:04 The opportunity to beat Inflation 25:05 Cash in the bank is going to erode
Join us for a special look at the new True Potential app and account, with the experts from our Development team explaining how features such as Performance Tracking and Rewards help you to do more with your money. 0:00 Jamie can believe its 101 2:08 Introducing the new True Potential app 2:47 What's happening in markets as Inflation rises? 6:36 What's new on the True Potential app and client website? 10:16 Dianne's double Dominos order and why she should have used the app 12:01 Using True Potential rewards to do more 14:18 Seeing everything you need in one place with the True Potential app 16:30 Using live chat in the app to speak to real experts 21:45 Using the True Potential personal feed 25:11 How to communicate with True Potential 27:35 All of True Potential's technology is developed in-house 29:48 What's next for True Potential's development team?
Join us for a live Episode 100 of the Do More With Your Money show, featuring our Chairman, Chief Executive, Senior Partners and many familiar faces. 0:00 Our Senior Partners celebrate 100 episodes 30:36 Behind the scenes with our Studio team 36:00 Our Investment Management team discuss how markets have changed 56:23 Memories of 100 episodes and our Live Questions And Answers 1:18:01 Doing more for charity at True Potential 1:23:30 The funniest laughs from the past 100 episodes 1:25:09 Celebrating True Potential's culture and our clients
Join our Investment Management team for a preview of 2022 for markets and investors, looking at the opportunities and ways we will be helping clients to do more with their money. 0:00 Subscribe for a special 100th episode of Do More With Your Money 1:13 Introducing our Investment Management team 4:23 Reflecting on 2021's markets and investments 11:03 Diversification as an Investment philosophy 11:53 What are the focus points for 2022? 18:23 How will Inflation affect 2022? 21:57 What changes in the True Potential Portfolios could take place? 26:38 Subscribing to the True Potential YouTube Channel to stay updated with our Investment Management team 29:10 Working with world class managers for global diversification 30:40 Working in Investment Management - how our team got started in the Industry 29:03 The new year resolutions on the Investment Management team.
The True Potential Investment Management team come together to discuss what 2021 has meant for markets, investors, and the True Potential Portfolios performance. 0:00 The role of politics in 2021 for markets and investors 3:50 What has changed for investors and the True Potential Portfolios? 7:35 The role of Central Banks in markets this year 12:52 Technology stocks within the True Potential Portfolios 15:36 Good performance across asset sectors 20:37 How are the Portfolios being positioned for 2022? 30:17 True Potential Portfolios performance figures for 2021
Our expert panel answer your questions, helping you to do more with your money across Pensions, ISAs, and the market reaction to Omicron. 0:00 Run Gregg Run raises £15,000 for Cash for Kids 3:38 Where do we go from here with Omicron? 11:33 How do I subscribe to the True Potential YouTube Channel? 13:54 What is a reasonable amount for a comfortable Pension pot? 17:20 Are further COVID restrictions inevitable? 21:50 What's best, ISA or Pension? 32:53 Is it best to overpay on my mortgage or invest for the long run? 36:57 Tell us about the True Potential app and True Potential Rewards? 40:08 What's next for True Potential in 2022? 44:53 What are your highlights of the year and predictions for next year? 51:07 At what point do you need a financial adviser?Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
Join us for some festive fun, as our panel explain how you can do more with your money over the Christmas period.
0:00 True Potential's C-Word game explained - who will be caught out? 4:00 Looking back on a positive week for equity markets 4:59 How Omicron and Plan-B impacted markets 7:25 Getting your finances in festive shape 11:35 Using credit cards and debt around the festive period 16:00 Using True Potential Rewards this festive period 18:35 Starting the new year with a review of your finances 23:30 How are the True Potential Portfolios performing? 24:30 Our panel share their festive plans and traditions 31:52 Peter stocks up on jokes with festive crackers
What's your reaction to the Omicron variant? Our expert panel look back on two years of Covid and where we go from here. Featuring True Potential Chief Executive Daniel Harrison, True Potential Investments Chief Executive Mark Henderson, and Chief Investment Officer Jeff Casson. 0:00 Two years of Covid and the arrival of Omicron 4:46 How markets reacted this week with news of Omicron 9:03 How the True Potential Portfolios reacted to market volatility 10:56 Comparing Omicron to the March 2020 pandemic 12:49 Volatility creates opportunity 16:40 Household wealth is at an all time high 19:51 The public reaction to Omicron 29:06 At True Potential we put the client first 32:55 How has Covid changed True Potential? 37:19 How will the consumer change 45:59 Using True Potential Rewards to do more with your money 48:26 A Behind the scenes celebration wedding proposal
You asked, we answered. Hear from our expert panel on Pensions, retirement and much more. We're also celebrating Movember and doing more for charity, what's your verdict on the moustache efforts of our team? 0:00 Our panel are doing more for moustaches in Movember 2:37 Looking back on what happened in markets this week 4:15 Gregg shares some fanmail - thanks to our loyal viewers 5:16 If you are planning on drawing some money when you are 55, can you "book" the amount before your birthday? 9:07 What is the minimum amount you can have as a monthly income? 11:25 Do I have to stay with the Workplace Pension my employer picked or can I transfer to a True Potential pension? 13:49 What is a comfortable Pension pot to retire on? 21:28 Is it a good or bad idea to switch between funds such as growth to defensive during times of volatility? 22:27 How easy is it to transfer a Cash ISA to a Stocks & Shares ISA? 31:14 What are the advantages of an adviser when investing in an ISA or Pension? 36:20 How much money should you give a child? 43:35 How can I find forgotten Pensions? 47:59 Get in touch with us
Confused by Cryptocurrency? Baffled by NFTs? The Do More With Your Money panel discuss investment fads and why globally diversified Portfolios could make more sense for your money. 0:00 Investment fads you need to avoid 2:18 What happened in markets this week and how will affect you? 4:03 What's happening with Inflation? 8:58 Shell's Post-Brexit move to the UK 11:10 What is an NFT? 13:03 Why are alternative investments getting attention? 18:38 What was the Squid Coin scam? 21:03 The volatility of cryptocurrency 23:38 How regulated is cryptocurrency? 32:52 How do you value an investment? 35:08 Are day trading apps just a gamble? 38:38 You don't build a house by yourself 40:15 The rise of investment scams 41:23 Why globally diversified investments make sense 44:46 Run Gregg Run https://www.tpllp.com/gregg/
Are you managing your money in the right way? Our expert panel share their thoughts on managing debts, and how to get the most out of your mortgage. 0:00 What happened in markets this week? 1:10 What's happening in markets and how does this affect you? 8:30 The range of debt available 12:15 Managing your incomes and outgoings 14:31 Can debt be useful? 17:49 Use the start of the month to manage your money 21:38 Is there a strategy for dealing with large debt? 28:40 Keep yourself an emergency fund 30:01 Strategies for your mortgage 39:43 Top tip for debts loans and mortgages
The Do More With Your Money panel share with you the secrets to maintaining your wealth in retirement. Will the State Pension always be around? Are you factoring in the costs of care? What will happen to your estate? Subscribe to our YouTube Channel to learn more about investing.
0:00 How to maintain wealth in retirement? 2:16 What happened in markets this week 8:24 How can you get the most out of retirement? 12:30 Saving regularly while still living life to the full 13:37 Will the State Pension still be around when you retire? 14:27 What should you do as you approach retirement? 18:16 Setting goals and using technology to track your retirement 21:10 The cost of care and the expense or retirement 25:16 You don't need to take 25% right away when you retire 20:16 Estate planning and financial advice preparation 35:30 Will there be fireworks for the panel?
What financial horrors do you need to beware? Join our fearsome panel for a fun Halloween special discussing the UK budget, Inflation, credit card spending, managing debts, and much more. 0:00 The horror show at our haunted head office 3:12 What does the UK Autumn Budget mean for you? 6:23 The financial horrors our panel suffered 8:48 The dangers of easy credit and debt 10:57 True Potential Halloween Charity Fundraising 12:13 True Potential Rewards for saving and Cashback 13:49 Inflation is killing cash value - what can you do? 18:05 How the True Potential Portfolios help you escape Inflation 20:09 Will more people look at investing after recent events? 22:45 The magic of Compound Growth 23:36 Property as an investment - good or bad? 25:29 Cryptocurrency's dangerous volatility 27:50 Save early for retirement 31:54 What's the top tip to avoid financial horror?
Our panel of experts take on this month’s Q&A, answering your questions on retirement planning & pensions, and analysing recent market volatility with insight into what has been influencing market movements.
00:00 Introduction
04:09 How do different asset classes perform in periods of high inflation & what does this mean?
09:37 How are our clients dealing with market volatility?
13:49 Is it worth taking the 25% lump sum out of my pension pot and investing it into a Stocks & Shares ISA?
16:51 I have a few pensions from the various jobs I've had over the past 10 years. Is there one place I can go to that shows me the pensions? As I do not have paperwork for some, and have lost track of them. Also, would it be best to amalgamate the pensions?
18:20 I want to open a savings account for my Granddaughter. Which is the best account to open for her?
20:30 Can you tell me your view on the cryptocurrency marketplace?
24:20 I have a private pension, which I pay into monthly, and I’m self-employed. I have money in different bank accounts, am I better off keeping it in bank accounts or putting more into my pension or keep lots of cash hidden?
29:57 Can I get monthly income from my pension?
33:14 I've used up my ISA and Pension Allowances for this tax year. What or where would you suggest I invest if I have any further cash to invest?
35:05 What is causing volatile markets right now?
This week, the panel dissect the different elements that go into saving towards retirement. They compare Current Expenditure vs Retirement Expenditure, discuss how much is needed to live comfortably in retirement, look at what products could give you the best tax benefits, and so much more.
00:00 How much do our panel think they will need to retire comfortably?
09:55 Current expenditure vs Retirement expenditure
12:42 What financial products can you use to help build your retirement fund?
13:45 What is an Auto-enrolment Workplace Pension?
15:57 For businesses, why choose True Potential for your AE Scheme?
20:42 What Technology can help you with your retirement journey?
22:43 How much should you be saving monthly?
24:42 True Potential Rewards
26:31 The Importance of Goal Setting
27:42 What is the average Pension Pot worth in the UK?
29:59 What to consider when you’re ready to start withdrawing from your Pension
31:14 Will the State Pension be around forever?
36:29 How often do the panel think about their Pension?
39:49 What to do if you have several Pensions from different employers
41:50 How we diversify your investments
42:32 What will our panel do when they get access to their Pension
Our specialist expert panel take on the topic of Cybersecurity this week, highlighting how True Potential protect our clients and their money from digital hackers, as well as offering valuable insights into the steps you can take to prevent a personal cybersecurity attack.
cybersecurity #onlinesafety #safemoney
00:00 Energy and Gas Shortage Market update
07:54 What happens behind the scene at True Potential?
13:41 What is Cybersecurity?
15:44 How to keep your personal cybersecurity safe
16:54 How do we keep hackers out of our systems?
19:45 Usability VS Security
23:11 What caused Facebook, Instagram and Whataspp to crash?
24:58 How do True Potential compare to the rest of the financial industry?
28:34 The average day working in cybersecurity
29:31 How do cybersecurity breaches impact global markets?
30:59 Cybersecurity mistakes to always avoid
33:11 Things you can do to prevent a cybersecurity attack...
36:11 What motivates hackers?
38:13 How we keep ahead of the hackers
Our expert panel react to the UK's petrol pump panic, with analysis on the shortage of workers and supply chain issues in the economy. Enjoy a fascinating episode, with strong opinions and a common sense approach on the solutions needed. 0:00 Celebrating another True Potential Award 4:43 How have markets been this week? 7:06 Supply chain issues aren't unique to the UK 9:55 Has the petrol crisis affected our panel? 11:59 The impact of the shortage of HGV Drivers and how to solve it 18:43 Why is there a shortage of workers? 24:28 The problem with politics and state intervention 28:50 The problem with the furlough scheme 30:55 Energy suppliers and the need for skin in the game 33:32 The six year birthday of the True Potential Portfolios 43:15 True Potential's three word slogan 44:10 Are we positive about the UK's economic future? Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
Join us for a special Q and A episode where we also celebrate True Potential's recent award wins and explain what's been happening with energy prices, Inflation and Market volatility. 0:00 What does an Investment Management night out look like? 3:23 Celebrating True Potential's big wins at the UK Platform Awards 9:33 What's happening with energy companies and equity markets this week? 12:33 Remembering that Inflation is normal 18:00 My job is coming to an end, when I start a new job what will happen regarding my pension pot? 20:23 Why should I switch my main pension to True Potential? 27:46 I am 16, should I continue to save into my Junior ISA & when do I need to pay into a pension? 30:13 What is the economic outlook for the UK? 31:43 Can I get monthly income from my Pension? 34:24 True Potential has sold a stake to Cinven, what will this mean for True Potential? 41:42 Tell us more about the volatility in China? 47:35 Will my partner have access to full Pension pot? 49:30 Would you recommend Bitcoin?
The True Potential Investment Management team present a special Market Outlook, with analysis on how Inflation and the economic recovery will impact you. 0:00 True Potential's Great North Run fundraising - how did our runners get on? 2:10 What happened in markets this week? 8:00 What did we learn from our calls with our Investment Managers around the globe? 10:27 What is Central Bank policy around Inflation and employment? 13:41 Inflation is a normal part of life, protect your cash by investing 16:13 What's behind UK Inflation? The headlines don't necessarily show the reality 31:56 The speed of recovery through different economies 33:24 What difference will political events make to markets? 35:58 What can we expect for the True Potential Portfolios through the rest of 2021? 38:09 The unique advantages of Diversification at True Potential
Please donate here: www.tpllp.co/sunshine
This week's episode is a Great North Run Special, with all of our panellists, plus 7 others from True Potential, taking on the Great North Run 2021 to raise money for The Chronicles Sunshine Fund.
00:00 Why are the panel running the Great North Run? 03:52 Who are the Sunshine Fund, and what do they do? 08:24 The Great North Carpark Run of 2020 10:34 How long will it take our panel to complete the race? 12:00 How much are True Potential hoping to raise for the Sunshine Fund? 14:21 The Mini & Junior Great North Run 15:57 The New Great North Run Route 21:34 What are the panel’s last minute preparation plans? 24:02 Who do the panel want to beat the most? 27:10 Please support the sunshine fund and donate
How can you do more with your money through Cash ISAs and Stocks & Shares ISAs? The panel explain how to think like a successful investor, and also celebrate the 100,000th client in the True Potential Portfolios 0:00 What is an NFT? 4:08 What happened in markets this week? 13:53 What are the benefits of ISAs? 16:14 What’s the best Cash ISA rate? 17:56 Using a Stocks & Shares ISA to beat inflation 20:10 Think about your financial goals when picking between a Cash ISA and Stocks & Shares ISA 22:30 How easy is it to access your money in an ISA? 26:15 Is a Stocks & Shares ISA the correct terminology? 27:50 How to think about an ISA – the democratisation of savings 32:08 Why are people more likely to invest in Cash ISAs? 35:40 Goal based investing explained 41:10 Cash ISA versus Stocks & Shares ISA – is there merit for for both? 42:15 CelebratING the 100,000TH client in the True Potential Portfolios
Our expert panel answer your questions on ISAs, Pensions, Retirement and much more in another fascinating Do More With Your Money episode. 0:00 What happened in markets this week? 6:10 How the high street is changing 8:30 How can I see my contributions? 10:00 Is now a good time for a Stocks & Shares ISA? 18:50 What are the charges around True Potential Investments? 22:34 Is it wise to scale down risk before retirement? 27:10 At the start of the tax year I put my tax free allowance in my ISA and immediately start saving over the next 12 month. Can I transfer this into my ISA at the start of the next tax year? 28:37 I have pensions investments and have already taken my tax free lump sum. I am currently still working so is there any point in still investing in my pension pot? 33:44 I've topped up my pension by £100 a month and was wondering if the £20 tax relief from the government will show as £120? 35:06 When I turn 55 I can take 25% of my pension tax free however, can I take a smaller amount, say 10%? If so, can I then take the other 15% at a later date at any time and in any denomination? Can I also leave it as late as when I'm 65? 36:25 Why are my True Potential Rewards still showing as pending? 39:00 How do I know my pension pot is safe with True Potential?
The panel discuss how investing towards a million-pound investment pot is a possibility for everyone with goal setting and long term investing in globally diversified Portfolios across ISAs and Pensions. 0:00 What's behind market volatility? 6:42 Understanding long term investing 9:23 ISA Millionaires and forming the investing habit 14:33 You have to take responsibility to secure your future 16:22 How much risk should you take? 20:02 Thinking about your goals for short term and long term 21:30 Forming a saving mentality in your mid-twenties 26:02 Investment products to meet your goals 27:42 How global diversified Portfolios work for your goals 31:12 The top tip for regular saving
How can you retire early? Our panel share their expertise on Pensions, inheritance tax, tax relief, utilising technology and digital investing, market volatility and much more.
00:00 Market Update from Chris Leyland
10:51 The importance of holding your nerve during market volatility
12:59 Always start by setting yourself a goal
16:37 How digital investing can help you reach your retirement goals faster
18:27 Harnessing the power of tax relief
20:47 Why you should avoid emotional investing?
22:57 Should you take your 25% tax free lump sum straight away?
28:36 Considering Inheritance tax when planning your retirement
33:37 The risk of withdrawing your Pension and putting it into cash
How can you do more with your money through an ISA or Pension? Our panel discuss the advantages of these investment products and how you can use them to achieve your financial goals. 0:00 What happened in markets this past week? 9:38 The advantages of ISAs and Pensions 14:10 Helping clients and using goals to do more with your money 15:03 Cash ISA versus Stocks & Shares ISA - the problem with cash in the bank 19:47 Workplace Pensions and what they mean for you 23:40 How does our Panel manage their savings? 26:13 How does a goal work in a True Potential ISA or Pension? 29:31 How does a GIA (General Investment Account) fit into this discussion? 36:43 The panel pick the winner of Pension Vs ISA 40:25 Did the panel enjoy the Olympics?
How can you bullet proof your finances in the event of another lockdown or market shock? The Do More With Your Money panel reveal their investment secrets to safeguard your money. 0:00 How are the panel finding freedom since the end of lockdown? 5:15 What happened in markets this week? Big tech delivers strong performance 12:19 Bullet proofing your finances in the event of another lockdown or market shock 15:08 Using technology to set goals 17:25 Have an emergency fund so you don't have to dip into your investment 19:30 You need to protect your savings from Inflation 20:18 How does Investment Management plan for and analyse market shocks? 22:24 How did the panel feel about COVID and other historic market shocks? 29:43 Stay committed to your investment 37:15 Trust the experts to protect you against tax, inflation, and even death
What is it you want to know about saving and investing? Our expert panel explain how you can do more with your money, and True Potential Chairman David Harrison returns to the show for his say on what's happening in markets. 0:00 What have the panel been up as restrictions ease? 4:18 How markets bounced back this week from a volatile start 9:50 What is the benefit in continuing to invest in Pension funds once the Lifetime Allowance has been exceeded? 13:00 What is David Harrison's favourite savings instrument? 18:20 How will my Pension perform compared to inflation in the next year? 26:41 Is it better to consolidate my Pensions into one? 34:54 Is it better to invest monthly or in a lump sum? 37:45 Why David Harrison thinks Morning Markets is great - Subscribe to the True Potential YouTube Channel to never miss out 43:20 Do fund managers continually look at the market and move money around? 49:55 The problem with bitcoin and cryptocurrency 53:12 What will be around longer, a book or a smartphone? 54:39 Should we get used to volatility? Should retirement be delayed?
How can you retire richer? Today's Do More With Your Money podcast explores the ways to invest towards a brighter future. 0:00 The panel's reaction to football not coming home 2:29 How is the COVID rise impacting markets? 6:13 What does rising inflation mean for you? 9:05 What is the impact of Track and Trace isolations on businesses? 11:50 How goal setting can give you a richer retirement 16:53 You have to take responsibility to look after yourself, invest in your Pension 18:37 Time is the best aid for investing 22:30 Using impulseSave to do more with your money 30:22 At what age did our panel start saving? 31:58 What to do if you are approaching retirement 38:55 What is the retirement goals on our panel? 42:15 What are the panel looking forward to on Freedom Day?
How can you manage risk to maximise reward when investing? The panel share their expertise on managing risk, and how our Investment Management team utilise risk in the True Potential Portfolios. 0:00 What's happened in markets this week? 9:37 How to assess risk when investing? 14:30 Matching your risk to a goal 15:30 What does high risk mean from an Investment Management perspective? 19:40 What the last year proved about diversification 21:07 The risk of not being invested 28:10 When should you speak to an adviser about changing your risk? 29:57 Taking emotion out of decision making 35:52 Is football coming home? Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
The Do More With Your Money Podcast panel look at some of the different saving and spending habits we learn and the psychology of saving. Plus, the panel discuss how your spending and saving habits can impact your later life, and what you can do to improve them now.
0:00 The return of recording remotely
1:30 Investment Management update
6:22 Saving VS Spending
7:04 How much should you be saving?
9:12 Set an objective to anchor your goal
10:28 Using technology to save
11:57 The psychology of saving
12:48 The long term goal of retirement
14:14 Can you rely on the state Pension?
15:32 Do longer term and shorter term financial goals require different Investment Strategies?
18:14 How can you diversify your investments to reduce risk?
19:37 The different ways of accessing your Pension
20:56 How to stop Inflation eating your Pension
22:19 Taking control of your finances via technology
24:27 Can you just rely on your Auto-enrolment workplace Pension?
27:24 How does age influence saving and spending habits?
29:55 The importance of educating children about money and saving early
30:35 How can you keep track of multiple auto-enrolment Pensions?
33:40 How can I find my old pensions from previous jobs?
34:30 Making saving a habit
36:16 Spending habits and debt
38:12 How would our panel save 5% more money?
You asked, we answered! The Do More With Your Money panel discuss ISAs, Pensions, Inflation, Fintech, and how you can do more with your money.
0:00 What happened in markets this past week?
3:36 I reach retiring age next month, am I in a position to draw a lump sum from my pension?
6:44 Investing strategies, how to decide between balanced and aggressive
10:16 Can I add a lump sum of money into my Pension pot?
13:45 Using True Potential technology to do more with your money
18:28 What devices can I use to access my information with True Potential?
23:44 What is the impact of inflation on my investments?
28:26 If I was to cash in my ISA will I have to pay a fee? If I take the 25% lump sum cash tax free from my Pension would a fee be payable?
36:41 What is the reason for recent market volatility?
45:38 How does impulseSave work and what are the advantages?
55:16 Gregg's epic charity run, donate here https://www.justgiving.com/crowdfunding/rungreggrun
How has lockdown changed your finances? The Do More With Your Money panel discuss how the world has changed in the past year and their thoughts on the extension of lockdown. 0:00 The panel react to lockdown being extended 8:00 What happened in markets this week? 10:00 How to protect your money from Inflation 14:40 True Potential in the news for improving savings habits 22:20 Innovation at True Potential 26:00 Lockdown has proved the importance of diversification 30:44 What's the biggest lockdown lesson? 34:35 The change in working habits 45:01 Pick a firm that does more with your money 46:57 Is football coming home to England or Scotland Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
The Do More With Your Money panel discuss inflation and what you can do to make sure your money isn't losing value. 0:00 Inflation and what's happened in markets this past week? 7:35 What does inflation mean to you? 10:30 Money in the bank or cash ISAs is losing value as inflation pushes prices up 18:34 What are the expectations around inflation? 23:08 How can technology help you to beat inflation? 28:58 How the True Potential Portfolios help you to beat inflation 31:50 Investing works for everyone, technology is a leveller 35:17 What's driving inflation? Cars and beef roasts! 38:18 Is football coming home?
The True Potential Investment Management team explain how they make your money do more in the True Potential Investment Portfolios, and discuss how markets continue to strengthen as the economy reopens. 0:00 What happened in markets in May 4:26 How did vaccinations make a difference to the economy? 9:58 How did the True Potential Portfolios perform in May? 16:39 True Potential's success with Advanced Diversification 19:18 Money sitting in the bank doesn't grow 20:11 Inflation as a talking point 21:16 What are PMI numbers? 24:02 Bitcoin is too volatile as an investment 27:01 Confidence in the UK economy 29:30 Will the economy fully unlock on June 21st?
The Do More With Your Money Panel answer your questions on Property, Pensions and cryptocurrency. 0:00 Welcome to our questions and answers in the new studio 0:46 What's been happening in markets this week, a strong week for equity markets 4:03 Thinking of purchasing a buy to let? What's buy to let like as an investment? 8:49 How robust are True Potential's audits of companies invested in? Particularly with regard to ethics, environment, employee terms and conditions , sustainability? 11:06 I have different pensions pots, whats the risk and benefits of combining these? 13:39 I keep seeing bitcoin investments, is it right to still avoid cryptocurrency? 17:45 Does Elon Musk affect the markets? Is there a bubble being created in cryptocurrency? 20:30 How do you feel about turbocharging your pension in your fifties? 25:09 Whats the pros and cons of taking 25% lump sum when you retire? 29:06 How long after your planned retirement date should one engage with a financial adviser 30:49 I'm nearing the Pension Lifetime Allowance, what do I do to make sure I don't pay the 55% tax? 32:24 When are central banks going to be less accommodative? When will interest rate brakes go on and end quantitative easing? 37:05 What's the panel doing this bank holiday weekend and happy birthday to our Chief Executive Daniel Harrison
Welcome to the new True Potential Studio, in today's Do More With Your Money episode our panel discuss the advantages and disadvantages of the FIRE Movement. The aim is Financial Independence Retire Early, how can you apply this to your money? 0:00 Welcome to our new studio 3:02 What's happened in markets this week? 8:02 A volatile week for Bitcoin and cryptocurrency 17:30 How to save money 21:43 What is the FIRE Movement? 22:51 Saving but also living for today 27:48 Talking and thinking about savings 29:21 Set your investment goals and work towards them with technology 37:00 FIRE is good at making you think about your finance - but is it practical? 38:11 Are people saving more money? 40:12 What's the number one tip for saving and investing?
How can you do more with your money through property and Pensions? Enjoy a lively discussion on the positives and negatives of investing into property, and how Pensions could help you to retire wealthier.
On this week's Do More With Your Money podcast, the True Potential Investment Management team explain how they make your money do more. 2:50 What happened in markets this past week? 12:24 How does jobs data in the US affect you the investor in the UK? 16:03 Why the world catches a cold when the US sneezes 18:55 The Investment team's conversations with fund managers across the globe 22:01 What happens when you ImpulseSave? How the Investment Management team invest your money 30:31 The True Potential Portfolios April performance 41:40 Should we worry about Inflation? 50:19 How does it feel to manage billions of pounds? #investment #investing #markets Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
0:00 What do the panel enjoy the most about Britain?
3:10 Analysis on a strong week for markets, and a positive April for investors
10:49 Why there's no better place to work and live
14:40 Great British humour, the importance of having a laugh
16:26 Running a business in the UK
19:44 A quick tour of True Potential's new head office
21:52 Will local elections have an impact on markets?
26:24 What will a strong SNP performance in the Scottish elections mean?
37:06 Proving the Brexit naysayers wrong
39:32 What Scottish independence could mean for investments
43:47 The Downing Street Wallpaper controversy
46:37 The return of Dominic Cummings
50:01 Boris doesn't have a good team around him
58:10 The panel share their Bank Holiday weekend plans
Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
This week’s Q&A Podcast special covers a range of investment queries sent in by you. Our panel offer insight on topics ranging from Cryptocurrencies, gifting property, Pension contributions and investment strategy.
0:00 An investment and global market update from movements of the past week
13:50 We have a holiday home in Ireland, which we would like to gift to our children. Can we do that now and take it out of our estate, avoiding IHT liability?
18:00 Can I Increase my regular pension contributions to have a more affordable pension?
22:05 Do any of the True Potential Pension funds invest in crypto currencies? What are our views on currencies like Bitcoin? Do we think they should be part of a longer-term investment portfolio?
27:00 When I start receiving my state pension, I will exceed my tax allowance because of another draw down pension and one annuity pension. Is there a way of avoiding tax on the excess amount or if I no longer need the income from one of the drawdowns? Should I just stop taking that and allow the fund to grow and take my tax-free lump sum at a later date?
28:58 Does the growth rate I see in my account include the regular contributions I am making?
30:16 A recent article dated 14 April 2021 in the Financial Time bore the headline: Investors brace for a shift‚ as momentum and value collide. It quoted various factors including Value, Momentum, Quality, Volatility and Size as being in play when investors make their decisions. To what extent do these factors influence TPP's investment strategy and style, and in what proportions?
38:10: Are there any tips on how to manage combined pensions so as not to be hit by the lifetime pension allowance as the investment returns on Pensions grow?
40:49: Why has the FTSE not grown at same rate as the Dow Jones index in the last 10-year ratio Dow to FTSE was about double now nearer 5 times value. Part of the issue is currency valuation but has not changed that much. What is the underlying reason? Should we have more in US markets?
47:00 Will St James Park be the best stadium in the EFL Championship next season?
The UK lockdown is over, with this past week seeing the return of freedoms such as retail shopping, outdoor drinking and dining, gyms, barbers and more. The Do More With Your Money panel discussed what the re-opening of the economy means for investors. 0:00 The benefits of subscribing to the True Potential Do More With Your Money YouTube Channel - subscribing is quick, free and easy - Subscribe today 1:40 Optimism in markets and record highs this past week 5:44 Coinbase, Bitcoin and Cryptocurrency making headlines despite their inherent volatility 6:58 The FTSE 100 goes over the 7,000 mark as economic recovery continues 7:24 The end of lockdown 8:00 Gregg's expensive trip back to the barbers 10:58 What can history tell us about economic recovery from major events?What's the view on new rules, testing and level of cases? 15:42 The organisational problems within the NHS, "lions led by donkeys" 16:36 The need for reality, look for the facts in the number of COVID cases 17:34 Money being squandered by the NHS and Government, the need for personal responsibility in how we come out of lockdown 19:50 Looking at the data and low case numbers, it is right and safe for lockdown to end 21:02 Eradicating the virus is an impossibility, what level can we live with to allow society and the economy to function? 30:16 Life has never been better - people are better off than any other time in history 31:19 Great Britain is in a strong position 37:23 Australia's lockdown strategy and their problematic position for vaccinations 39:07 The vaccine saved us, private business had the incentive to solve the problem 41:26 The sensationalised headlines on blood clots and vaccines - look at the reality 45:48 The problem with the education system, better education is needed, don't rely on social media and electronic devices 49:41 Form your opinions from facts 51:35 After big drops last year, investors are now better off Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
The Do More With Your Money panel explain how you can give yourself a pay rise based on how you utilise your money. Investment goals and a proactive mindset help to reveal the real value of your salary. 0:00 What's happening in markets? The US is seeing record highs and there's plenty for investors to be positive about 7:43 There's increasing optimism as lockdowns end and economic growth gathers pace 9:56 A pay rise and the value of your money has to be a mindset, you are in control of what your money is worth 12:47 Look at spending goals and objectives - give yourself a pay rise by investing some of your salary 14:20 What happens when you get a pay rise? Spending increases with earnings 15:59 How to get the most out of a pay rise 16:24 Investing in a Stocks & Shares ISA or Pension based on an objective 18:13 Tax Relief on Pension contributions is so important for doing more with your money 20:35 Forming habits with saving and investing accounts rather than spending splurges 24:17 Look at what you spend and where you spend it 25:28 Investing just £50 a month can change your life, imagine the possibilities if you swap a spending habit for a saving habit 26:07 Using the True Potential Investor app for Cashback Rewards 29:03 Changing your habits and moving your money to new directions 31:24 The problem with Cash savings - stay disciplined and invest for the long term in an investment Portfolio that offers growth and matches your attitude to risk 38:49 Insuring the Boiler, but not insuring your financial future 40:43 What you put aside today will be of great benefit tomorrow 41:49 Are the panel ready for an outdoor pint and a haircut next week?
Join the True Potential Investment Management team for a special on the strength of markets over lockdown. 0:00 The panel look forward to the reopening of their local pubs as the UK emerges from lockdown over the next month 3:13 What happened in the markets this past week? 8:43 The Suez Canal ship blockage and how it highlighted the importance of global trade and supply chains 11:23 How 'Just In Case' is the new 'Just In Time' for supply chains 13:38 How did the markets perform in March and Q1? Another good month for the True Potential Portfolios 22:07 How are the True Potential Portfolios positioned right now? 26:35 What is Relative Value and how does it work within the True Potential Portfolios? 30:16 The economic recovery from lockdown, how markets bounced back from the low one year ago 33:43 Investors were rewarded for staying invested, 'time in the markets' not 'timing the markets' 40:00 Plenty to be positive and optimistic about - this past year proved that problems always have solutions 44:02 Unlocking and life getting back to normal, what are the economic prospects and the level of pent-up consumer demand? 53:00 What Easter Eggs are the panel hoping to receive? 55:43 Celebrating Chris' exercise progress, just like investing the long term discipline gets results!
Tax year end is upon us, how can you do more with your money? Our expert panel discuss tax allowances, goal setting, ISAs, Pensions, and what you can do before tax year end on April 5th. 0:00 Stephanie Windsor talks about her career as a Chartered Financial Planner and the benefits of working with True Potential's award winning technology 1:32 Jeff Casson, Chief Investment Officer, recaps what we've seen in Markets this past week 7:02 The anniversary of the first lockdown and the market low of March 23rd 2020. Staying invested for the long term and being disciplined around volatility has been the right course for investors 10:54 The advantages of True Potential technology and an antifragile business philosophy 12:08 Tax year end and the importance of using your tax allowances to do more with your money 16:21 True Potential's impulseSave® is the quick and easy way to invest before tax year end 16:49 ISA or Pension? What's the best way to invest and use your tax allowances before tax year end? 20:06 Inflation and the dangers of keeping your money as cash 25:07 Using goals in your investments 31:00 There's a ship blocking the vital Suez Canal trade route, how could this impact markets? 37:12 Tax year end is almost here, use your tax allowances and get financial advice if necessary Plus, the usual laughs and entertainment, including Steve's boating blunders and garden water cannons. Subscribe to the True Potential YouTube Channel to never miss an episode.
Enjoy the True Potential 2020 Annual Report https://bit.ly/3vRsrEC The True Potential Senior Partners discuss the 2020 True Potential Annual Report. Published this week, the report celebrates a record breaking year for True Potential, which you can learn more about as the Senior Partners give an insight into the business philosophy and winning mentality of True Potential. 0:00 The Senior Partners come together to celebrate True Potential's 14th anniversary and the publication of the latest Annual Report 1:25 What happened in Markets this past week? Mark Henderson provides analysis 6:06 True Potential Portfolios performance in March 6:37 Strength in Numbers: A successful year for True Potential's financial performance 10:09 A little from a lot: David Harrison shares some of True Potential's philosophy, every pound invested matters to us 14:40 Technology has allowed us to democratise savings and helped clients to do more with their money 23:00 What the last year meant for clients invested with True Potential, and a fantastic year for the True Potential Portfolios and Platform 26:20 Diversification works 31:37 True Potential's commitment to charity and community 42:54 True Potential are proud to have kept all staff employed and trained through the last year 45:30 The Annual Report is a positive story throughout, we get on with business
This month's Q & A special answers your queries on tax year end, and provides analysis on what we're seeing in global markets. 0:00 The benefits of subscribing to the True Potential YouTube Channel - quick, free, and easy, stay up to date with our latest insights and subscribe today! 2:29 True Potential are celebrating recent award wins 4:20 George Bell, Investment Analyst, explains what's been happening in markets this past week. A significant week, with the US economic stimulus passed, and economic growth forecasts revised upwards 13:10 Are you prepared for tax year end? 19:01 How to get the new tax year off to a good start with impulseSave® 20:15 Making the most of your tax allowances 21:30 What should you do with cash in a low interest account? Think about your goals 25:00 Behind the scenes of the True Potential Portfolios 27:27 What can you do as Inflation rises? 38:55 Why Bitcoin and cryptocurrency aren't suitable for your life savings 45:58 Jamie shares a joke, let us know what you think in the comments Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
The Do More With Your Money panel give their reactions to Rishi Sunak’s UK Budget 2021, analysing what it means for markets, investors and economic recovery. 0:00 What's happening globally in markets? There's positive developments in the US as economic recovery continues to gather pace 10:25 A reason to raise a Whiskey in the US, and the return of Donald Trump to the political scene 11:51 The impact of increasing the UK Corporation Tax on businesses, how it affects us all and was this really an effective taxation? 18:40 A discussion on UK debt 23:36 The Budget from True Potential's point of view 28:25 Business is great at True Potential, with a strong start to 2021 30:11 David Harrison wrote the book on Freeports, literally. His reaction to seeing Freeports in the Budget and his analysis on other aspects of the Budget 42:10 David explains what a Freeport is and how Freeports can benefit the economy 48:14 A discussion on investment into the UK 50:51 Using tax allowances in your ISA before tax year end. Don't fall victim to Inflation! 1:01:56 The panel share some thoughts and laughs on the idea of moving the Treasury to Darlington Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
The Do More With Your Money panel share their reactions to Boris Johnson's roadmap out of lockdown, and what a liberated economy could mean for you the investor. 0:00 The end of lockdown is in sight, with the economy gearing up to reopen fully this Spring 1:05 Jeff Casson, True Potential Chief Investment Officer, looks back on the performance of Markets through February, including the rate of change in Bonds 5:05 What does Boris Johnson's roadmap mean from a political perspective? 11:04 Is the end of lockdown too slow or too fast? The panel give their thoughts on the unlocking and vaccine rollout 20:46 Big private companies have been a game changer for us getting out of lockdown - science and technology have leaped forward to overcome bureaucracy 30:42 What's the UK markets reaction to unlocking and vaccinations progress? 35:47 Vaccine passports and the actual percentage of the population getting the vaccine 36:49 As we unlock will markets rise or is this already baked in to markets? 39:25 The panel preview next week's podcast looking at the Budget, and David gives his thoughts on trade and currency
In this week's podcast, our expert panel share their insights into how you can do more with your money through financial planning. 0:00 The panel are joined by Loraine Hunt, she talks about her career in Financial Advice alongside being capped for England and winning FA Cup medals 3:29 Chris Leyland, Director Of Investment Strategy, explains why the outlook for markets is growing more positive 6:28 Cash savings are mounting up in lockdown - what's the best way for savers to do more with their money? Inflation is eroding savings kept in cash 10:06 The Inflation outlook for 2021 12:53 How to financially plan for retirement 15:39 Approaching tax year end, can you do more with your money? Use your tax allowances! 19:09 How important is it to use a financial adviser? The role of a financial adviser is discussed 24:10 Financial planning for business 26:35 Income funds versus Accumulation funds 29:37 Dealing with clients during lockdown
There's a lot to be positive about right now, as across the world we see current challenges being met with record breaking innovations and the seizing of opportunities for progress. In reality, today is the wealthiest, healthiest, opportunity-filled society that has ever existed. The Do More With Your Money panel discussed the case for investor optimism... 0:00 What happened in markets this past week? Record-breaking UK vaccinations are giving the prospect of a strong economic bounce-back, and there's analysis on the US and European recovery. All True Potential Portfolios are up 10:10 Boris' "Roadmap to Recovery" and Rishi Sunak's budget plans 13:22 David Harrison explains the case for optimism and his belief that the future looks as bright as ever 15:03 Is the media tilted towards negative stories? Is the case for optimism being downplayed? 18:03 Brexit bureaucracy exposed - how the EU got it wrong on vaccines 26:02 We are all better off than we've ever been - the cult of wokeism can't stand in the way of this 26:31 The optimism around vaccines led by record breaking science and innovation 29:21 Will there be significant economic growth this year? Innovation will lead the way for investors 33:40 Factually, there's never been a better time to be alive 34:57 David shares his experience of getting the vaccine this past week. The need for speed meant no bureaucracy, leading to a swifter and more efficient healthcare rollout
The True Potential Investment Management team present a special Q & A podcast, updating you on global markets, the Reddit inspired GameStop versus Wall Street saga, lockdowns, politics, cryptocurrencies and much more! 0:00 The panel share a laugh about their experience of home schooling and lockdown life 4:40 Jeff Casson, Chief Investment Officer, provides his analysis on what happened in markets this past week 11:54 Chris Leyland, Director Of Investment Strategy, gives an update on the positive performance of the True Potential Portfolios 13:23 The panel discuss the Bank of England and how the actions of central banks around the world are important to you the investor 24:29 The challenge of Italian politics as Mario Draghi is asked to form a new coalition government - what does this mean for the EU's stability? 30:07 What's happening in the USA? President Joe Biden is quietly getting on with the task at hand 33:19 How has COVID-19 affected Portfolio performance and what's the outlook for 2021? 42:43 Are the True Potential Portfolios inclusive of the big tech companies that have done well in lockdown? 48:28 Will the UK market recover in 2021? 54:30 What's the panels thoughts on the Reddit inspired GameStop versus Wall Street saga? What's the reaction to trading platforms stopping retail investors? 1:03:57 What do the panel think of Cryptocurrency? The dangers of this ultra-volatile investment, would you really trust your Pension in Bitcoin? 1:10:35 Run Gregg Run! How to support our colleague Gregg as he runs the distance of the length of the UK for charity. Donate at https://www.tpllp.com/gregg/ Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
Are you prepared for your financial future? The Do More With Your Money panel answer your questions on inheritance and later life planning. 0:00 The role of a financial planner and how lockdown has changed adviser interactions with clients 3:40 George Bell, Investment Analyst, on what happened in markets this week, including the fascinating story around Reddit, Gamestop, and Wall Street 13:20 Client questions on later life planning - How can you reduce inheritance tax? 17:52 The Budget is coming up, what could change for your taxes? 25:22 What happens to your money when you die? The importance of a Will explained 31:10 The tax efficiency of gifting money and being around to see your money do more 35:40 The role of Trusts in later life planning 40:00 The cost of care and the need to prepare your finances for the expenses of later life 45:40 The panel end the show with their top fitness tip for lockdown
The Do More With Your Money panel reflect on US President Joe Biden and what his Presidency may mean for you the investor. Following a unique inauguration, and the exit of Donald Trump, what will come next for the USA and global markets? 1:00 Chris Leyland, Director of Investment Strategy, on the growth we've seen in US markets this past week. Plus, the phenomenal growth in China 4:24 There's plenty of reasons for investors to be positive, and the True Potential Portfolios have enjoyed a strong start to 2021 5:30 Trump's departure and Biden's arrival - reflecting on a unique inauguration day 8:16 Trump wasn't the first to call out rigged elections, the Clintons have played that game too - does America need to reform their voting process? 12:44 Biased media and the dangerous precedent of Twitter deciding what can and can't be said 18:05 Biden's economic plans are giving a boost to markets and investors 21:15 Biden's executive orders - are his actions matching his words when he talks about unity? 24:30 Will Biden be a one term President? Is this the return of establishment politics? 27:30 Trump is finished, has he spoiled the opportunity for a new way of politics? 27:59 Trump as a positive force for markets, alongside the danger of his volatile temperament 30:17 Trump's massive following, the challenge for Biden with half the country opposed to him 33:10 The Brexit deal - the panel look back on their December predictions and there's a clear bet winner 33:56 Has David had his vaccine yet? Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
How can you do more with your money in 2021? Our expert panel explain the simple steps you can take to elevate your savings and investments. 0:49 Jeff Casson, Chief Investment Officer, looks back on investment performance over the past week, analysing how economies are coping through lockdowns 8:15 President Trump is off Twitter and why this is good for markets 9:16 Why you should set investment goals for 2021 13:37 The importance of investing early and staying invested - don't be distracted by commercial driven 24/7 news flow 17:06 The transformative benefits of habit setting - why a regular direct debit to your investment could help you reach your goals 18:02 Jeff on goals and long term thinking. Diversification in your Investment Portfolio is key 20:40 What investment account is best suited to you? How to do more with your money through an ISA, Pension or GIA 23:30 Using your tax allowances in 2021 to make your money go further 31:43 Using lockdown savings to increase investment contributions Enjoy another informative and entertaining episode of the Do More With Your Money podcast! Subscribe to the True Potential YouTube Channel today for more from our Investment Management team
What will 2021 mean for markets and investors? The True Potential Investment Management team present a special edition of the Do More With Your Money podcast, providing analysis on what happened in 2020 and how this sets up 2021. There's plenty to talk about, including Brexit, vaccines, lockdowns, and US politics. 0:00 What did the panel get up to over Christmas and New Year? Chris shares his Christmas dinner feast 4:50 How did the True Potential Portfolios perform in 2020? Analysis on a unique year for investments, with positive returns for True Potential clients 6:24 The panel address the political unrest in Washington DC, how did markets react to the recent news flow? 12:35 Market response to more fiscal stimulus coming through in the US 18:20 Brexit is done. How does this affect the positioning of the True Potential Portfolios? 30:30 Inflation and energy prices, what's going on with oil production? 33:40 What's the role of bond markets in the True Potential Portfolios? 50:00 What's coming up in the next few weeks for markets and investors? 54:13 The importance of vaccinations and the impact on market sentiment 58:55 Weekend lockdown plans and wishing you a happy new year - here's to a positive 2021! Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
We saved the best until last, an extra special edition of the Do More With Your Money podcast, looking back on markets, the world, and True Potential as a business through 2020. It is our biggest ever panel, and our longest ever episode, so sit back and enjoy a fascinating discussion to end this unique year! 0:00 All of the True Potential Senior Partners come together to discuss 2020 2:00 Jeff Casson, Chief Investment Officer, shares the Investment Management Team perspective on 2020 and how the the True Potential Portfolios performed. Diversification and long term strategy have been key. 11:30 The behind the scenes story of Do More With Your Money and Morning Markets 17:00 David Harrison, True Potential Chairman, talks about 2020, and making returns for investors 23:26 The panel look back on their January trip to China, what they learned from their visit and China's role as an economic superpower 29:00 Gregg Lang joins the panel to discuss how True Potential successfully adapted its business during the first lockdown 38:40 True Potential as an antifragile business, and the support we offered to the community through the C19 Business Pledge and Social Mobility Pledge 50:45 How True Potential looked after clients and advisers 56:35 Steve Hutton joins the panel to discuss the role of digital technology in looking after clients, and celebrate True Potential being recognised as an award winning leader in digital technology 01:07 The importance of using your tax allowances 01:13 Jamie Sexton joins the panel to discuss Pensions and how we helped clients and advisers to do more 01:27 Daniel Harrison, True Potential Chief Executive, wraps up another excellent year for True Potential Subscribe to the True Potential YouTube Channel, we look forward to seeing you in 2021 #DoMore
The Do More With Your Money panel discuss the latest Brexit delay and ask will the UK and EU manage to agree a trade deal before the end of the year? 1:07 Jeff Casson, Chief Investment Officer, provides an update on markets over the past week and how Brexit has played into news flow and currency markets. In the US, markets have neared all time highs over the past week. 6:45 David Harrison, True Potential Chairman, offers his opinion on where we are at with Brexit. Will we get a trade deal? 9:33 How did Daniel Harrison, True Potential Chief Executive, vote in the Brexit referendum and would he change his mind now? 11:20 Where are Brexit negotiations headed and how did we get here? The panel give their verdict on whether we will get a trade deal. 19:55 How has the COVID-19 Pandemic impacted Brexit?
Our expert panel answer your questions on markets and investments. It has been another eventful week for investors and global markets, how can you do more with your money at this time? 7:26 George Bell, Investment Analyst, provides the weekly markets update. How is Brexit and politics affecting market sentiment? 17:45 Viewer Questions: Is now a good time to invest? How do dividends work within an investment? 22:15 As a low risk investor, how do I find an investment that's suitable? There's a Portfolio for everybody. 29:45 When taking an income, is there a good time, and how do you know how much to withdraw? How do you handle taking money from your investment? 33:30 If I'm made redundant, what happens to my Pension? 35:40 What should I be looking at on the True Potential app? 41:00 How will the True Potential Investment Management team adapt their investment approach now there's a vaccine? 46:20 How do I access my Workplace Pension when I retire? 47:20 Taking a lump sum at 55? How many cameos can you spot in Gregg's background? It is another entertaining and fascinating episode of the Do More With Your Money podcast. Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
After an exceptional month for markets, our panel offer a deeper look into what has brought so much success to the markets, and what it indicates for the future. 00:00 Jeff Casson, looks at the important events of the month, and their effect on the markets 11:09 Chris Leyland discusses how the True Potential Portfolio Proposition, and the phenomenal results of November. 15:23 George Bell presents the Key Themes coming out of Fund Management Meetings 18:59 How much faith do fund managers have in a full economic recovery? 20:25 The US Presidential election 24:55 How digital technology is changing the way we consume 26:29 What is classed as a substantial meal in London pubs? 30:29 The UK being the first country to roll out the vaccine 32:41 Brexit, can we expect a deal? 44:41 Working from home Download your FREE ISA & Pension guides using this link: https://www.tpllp.com/learnmore/ Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
Enjoy a Do More With Your Money special looking at the ways in which doing more for charity and community has been as important as ever in 2020. Today we look at all the great causes being supported across True Potential, The Social Mobility Pledge, and The Harrison Centre for Social Mobility at The Beacon of Light. 00:00 A tasty start to the show as the panel discuss what they've been up to 04:03 This week's Investment Management update features more good news, with the True Potential Growth Portfolios positive year to date, and record highs in the USA 11:30 How True Potential's business strength has been put to good causes, using profits in the right way to benefit society 20:00 Pathway To Progress is launched, Justine Greening explains The Social Mobility Pledge and how True Potential is doing more for social mobility 23:00 David Harrison, True Potential Chairman, talks about The Harrison Centre for Social Mobility 26:40 The Harrison Centre for Social Mobility at The Beacon of Light gives young people the skills to get a job and focus on a purpose 28:00 The Managing Director of the Beacon of Light shares with us the importance of community work in 2020 36:00 How Social Mobility is implemented within True Potential - everyone has an opportunity 38:45 Esther, True Potential Group Executive Assistant, talks about the fundraising fun we've had in 2020 42:22 Daniel Harrison, True Potential Chief Executive, talks about Cash For Kids and his appearance on Metro Radio 50:00 Great North Car Park run fun, just one of the ways in which True Potential staff did more for charity during the challenges of 2020 Donate to Cash For Kids https://www.cashforkidsgive.co.uk/campaign/north-east-mission-christmas-fundraising-2020/fundraisers/true%20potential%20/ Read Pathway To Progress https://www.tpllp.com/true-potential-unveils-social-mobility-pledge-pathway-to-progress-with-rt-hon-justine-greening/ Download your FREE ISA & Pension guides using this link: https://www.tpllp.com/learnmore/ #charity #business #community
This week's Do More With Your Money podcast looks at Brexit and an eventful week for Boris Johnson's Government. There's more good news for markets with vaccine developments, and discussion around unlocking for the festive period in an exchange for a January lockdown. The DMWYM panel have their say, let us know what you think in the comments. 0:00 Has David met The Queen? How's Chris' exercise regime going? The DMWYM panel share some laughs to start the show 7:05 Markets continue to perform well as more vaccine developments prove positive. Chris Leyland, Director of Investment Strategy, provides analysis on this week's big news stories for investors 10:10 How are markets reacting to Trump's election complaints? What does the Biden transition mean for investors? 11:36 David Harrison, True Potential Chairman, gives his reaction to the US election and his verdict on President-Elect Biden - Trade and commerciality always wins through, don't get carried away by the soap opera news 17:16 Daniel Harrison, True Potential Chief Executive, gives a business update as positives come through to the economy 20:15 David on investing principles, "time in the market" and the positives investors are seeing by staying invested and continuing to invest through 2020 23:03 How many times does David say a festive word during the course of the episode? Later in the podcast it is explained why this was an expensive hour, with David's festive words going to charity! 28:30 Unlocking society for five days over the festive period followed by another month lockdown - the DMWYM give their verdict on the rumoured Government plans 33:25 Brexit has caught the virus in the all-important final week of trade negotiations, but there's some interesting UK developments with increased international interest in investing in the UK 35:40 Are we going to get a Brexit deal? Daniel Harrison shares his gut instinct on what's going on 37:25 Peter Bould, Head Of Corporate Affairs, gives his opinion on whether it will be Brexit deal or no deal 40:53 David's view on getting a Brexit deal, and discussion on the role of Dominic Cummings 45:38 Private companies are leading us out of this pandemic, not governments Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
It has been a fantastic week for markets and investors, with global stocks surging on the news of a vaccine. The Do More With Your Money panel reflect on the positive sentiment and analyse where we go from here. Our Investment Managers discuss the True Potential Portfolios performance and how the principles of global diversification and long term strategy have supported investors through 2020. 00:00 Celebrating the positives of a vaccine as we take a step closer to normality 04:15 True Potential Portfolios performance following the vaccine news 11:00 One of the strongest weeks for markets in recent memory. Jeff Casson, Chief Investment Officer, reviews the past week 16:00 What's next for investors? What could we expect going forward from this week's positives 24:00 Does President Donald Trump have a chance to overturn President-Elect Joe Biden's votes? 37:30 Looking back on where markets stood in March, what we said at the time and how the recovery has played out 45:00 What's the latest on Brexit? 48:40 Cummings and goings at Downing Street 57:00 UK GDP figures analysed
The Do More With Your Money panel look back on an incredible week for stock markets. You've been sending your questions in on the US election result, Trump, Biden, and England's lockdown - don't miss the fascinating answers and insights from the DMWYM team. 00:00 How do the panel feel about lockdown 2.0? Daniel Harrison, True Potential Chief Executive, gives his reaction as a business owner 14:25 Chris Leyland, Director of Investment Strategy, on an incredible week for stock markets and what Joe Biden may mean for your money 18:00 Biden or Trump: Who is better for the stock market? 24:30 Viewer questions: You asked, we answered 27:45 The importance of diversification and seeing short term events for what they are - a small moment in the journey towards your long term goal 32:40 What happens to markets if the Presidency is contested in the courts? 45:15 Will the US election result impact UK trade? 48:25 What's the biggest 2020 story: Brexit? COVID? The US Election result? Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel. Download your FREE ISA & Pension guides using this link: https://www.tpllp.com/learnmore/
Enjoy a Do More With Your Money podcast Investment Management special, with our expert team giving you the investor a behind the scenes insight into this week's Market movements. 0:00 What happened with volatility in markets this week? Why diversification is so important 4:41 The impact of COVID-19 on markets 5:52 What does volatility mean for investors? 9:42 Turbulence on an airplane flight, the destination doesn't change. How to think about volatility. 13:12 Coronavirus versus economy debate: Is it health or economy? 17:12 Negative interest rates: What could they mean for you? 21:00 The importance of investment goals and the problem with cash savings 27:42 Are there any Brexit developments affecting the True Potential Portfolios? 28:52 US election and the economy: What can investors expect? 32:30 The US and China's relationship 37:30 Client interest in the US election 40:12 How are Apple, Google and Facebook's earnings? 43:00 Diversification is vitally important Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel. If you have any questions or requests for future videos, let us know in the comments. For podcast questions and guest enquiries email podcast@tpllp.com. You can also connect with us on social media: 👉Instagram: www.instagram.com/truepotentialllp 👉Facebook: www.facebook.com/TruePotentialLLP 👉Twitter: www.twitter.com/TruePotential_ 👉LinkedIn: www.linkedin.com/company/true-potential-llp #usa #markets #economy
Enjoy a US Presidential Election special, with the Do More With Your Money panel discussing what they think of the showdown between US President Donald Trump and Democrat nominee Joe Biden. How will the election result impact markets and investors? 0:00 Who won the final US Presidential television debate? 4:40 Will the Supreme Court play a role in deciding this contentious election? 10:00 Jeff Casson, Chief Investment Officer, on the impact of political news flow in market sentiment this week 13:30 The latest debate was less of a boxing match, as both candidates look to press their Presidential credentials 14:30 What's happening in European markets? 16:00 How would a Trump or Biden victory impact investors? 18:00 What do markets prefer, a Republican or Democrat Government? 19:16 David Harrison on his view of history's most effective President 21:00 David on Trump, Biden, and Obama 28:20 "You know what Trump stands for, but do we really know what Biden stands for?" 29:30 The influence of the mainstream media in modern politics 32:25 David on leadership, his views as a businessman on Trump and Biden as leaders 36:00 The UK: The panel discuss Rishi Sunak's new financial measures in response to the current crisis 40:24 Coffee to go: David and Jeff have a laugh about their experience getting a Coffee in China Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel. If you have any questions or requests for future videos, let us know in the comments. For podcast questions and guest enquiries email podcast@tpllp.com. You can also connect with us on social media: 👉Instagram: www.instagram.com/truepotentialllp 👉Facebook: www.facebook.com/TruePotentialLLP 👉Twitter: www.twitter.com/TruePotential_ 👉LinkedIn: www.linkedin.com/company/true-potential-llp #politics #election #investment
The Do More With Your Money panel discuss what's next for the UK economy, as the Brexit and COVID debates dominate market sentiment. 00:00 The panel's opinion of the UK Coronavirus three tier system 04:00 A week of two halves, Jeff Casson gives the Investment Management update on what we've seen in markets this week 08:30 Market uncertainty and the impact of political activity. Does the FTSE accurately reflect the state of the UK economy? 12:00 Daniel Harrison, True Potential Chief Executive, talks about being a business owner at this time and his opinion of a lockdown 'Circuit Breaker' 16:00 David Harrison, True Potential Chairman, shares his view of the country and economy. What does David think of the Government's handling of Brexit and COVID-19? 23:00 David talks about being in the hospitality industry and how the Government is impacting society with its COVID measures. 33:30 The Investment Management view of the domestic UK market, unemployment figures, and the latest economic data 37:00 Mark Henderson, True Potential Senior Partner, on the need to look beyond the headlines. Are things really as bleak as the mainstream news suggests? 40:00 Business as usual at True Potential
The Do More With Your Money panel countdown 5 top secrets to successful investing, and analyse all the latest market movements in the news. 0:00 👉Daniel Harrison, True Potential Chief Executive, talks about True Potential's best ever month and the optimism for investors 13:00 👉George Bell, Investment Analyst, discusses the markets going up, and why Donald Trump's negotiations around fiscal stimulus are dominating news flow 19:30 👉The panel talk about Donald Trump's eventful week, what's going on with the unique US election? 23:00 👉How to do more with your money with 5 secrets to successful investing 24:00 👉Goal setting and the difference it can make when you start investing as early as possible towards your goal 30:00 👉Investing to stop inflation eroding the value of your money 37:00 👉Compounding and Pound Cost Averaging explained 39:00 👉Why our Investment Management team say "don't put all of your eggs in one basket" 45:00 👉Using technology to stay on top of your investments 55:00 👉A dramatic ending. After a sleepless night, Jamie gets out his disco ball and jumps on his bike Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
How will the latest market developments affect your investments? The True Potential Investment Management team present a special podcast answering client questions. 00:00 George Bell, Investment Analyst, recaps the past week in Markets. A generally positive week, and analysis on recent volatility 9:30 The Investment Management Team react to the tumultuous US election debate between President Donald Trump and challenger Joe Biden 16:00 The importance of Diversification during volatile times 17:00 Manager Insights and the True Potential Portfolios 25:00 Brexit as a Rugby match - the heavy hits are going in, some high tackles, will it all end in the clubhouse with a friendly beer? 30:00 What are we seeing in the UK market? 34:00 How are the True Potential Portfolios positioned around COVID-19? 40:00 Capturing opportunities 42:00 What have we seen in market movements through the different stages of lockdown? Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
Thank you to all clients for sending in their questions about investments, Pensions, JISAs, Politics, and much more. The Do More With Your Money panel are delighted to provide their expert analysis on your biggest queries.
👉What happened this week in Markets? George Bell, Investment Analyst, provides a full update and analysis
👉Secure Messaging, tracking your investments and technology to help your investment objectives
👉 Is the depressed market an opportunity for you to invest?
👉How the recent UK Politics, Brexit and Lockdown may impact the markets
👉Advice on opening Pensions for your family
👉The need for an emergency fund, and the problem with Cash ISAs
👉How will markets react if the government breaks international law?
👉How you can track crystallised and uncrystallised pension funds
👉The panel put the recent advances of the Brexit saga on the table, and discuss the possible trade deals, the friction within the house of lords and Boris' latest proposals.
👉As of Friday 18th, the majority of the North East were placed under further lockdown restrictions to slow down COVID-19 positive test rates. What do our panel think about this? How will it effect businesses and families in the North East?
👉Mark provides the latest investment analysis, discussing what has influenced the markets and how this could effect your money.
👉Daniel's special Chain Saw trousers and the many adventures of David's Dog also feature in this episode.
A Do More With Your Money special on True Potential's fundraising and how to overcome current challenges to change lives through charity and community spirit.
👉True Potential hosts a Great North Run for colleagues at Head Office, raising vital funds for The Chronicle Sunshine Fund - enjoy a behind the scenes look at this fun-filled day
👉All the fun and games that True Potential staff have enjoyed while raising money for charity every month
👉David Harrison talks about The Harrison Centre and The Social Mobility Pledge
👉The latest Investment analysis and a discussion on Brexit
Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
Enjoy a Do More With Your Money technology special, looking at how tech enables True Potential to always be there for clients and advisers. 👉Investment Management update on what happened to markets with turbulence in tech stocks late this week 👉How the True Potential app helps clients to achieve investment goals through impulseSave® and more 👉Assets within the True Potential Portfolios and understanding what you're invested in. How to check performance within the True Potential app 👉It isn't about timing the markets, it is time in the markets that counts. Think about your goals rather than supposed buying opportunities 👉Using technology to set up a direct debit investment, enabling Pound Cost Averaging and Compounding. Consistency and habits can be key for investors 👉Appy days: How apps and tech made life in lockdown 2020 easier 👉Have you used technology to get in touch with True Potential? All the ways and efficiency of contacting True Potential explained Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
A Do More With Your Money Investment Management special, reacting to Shinzo Abe's resignation and the latest US election analysis of Trump versus Biden. 👉Our weekly update on Markets, with the US up and showing strength in tech and industrial sectors 👉Japan's Prime Minister Shinzo Abe resigns, the panel discuss the news and analyse his economic legacy 👉An improving global outlook, "revenge buying" discussed as pent up demand starts to show 👉Financial Adviser questions answered 👉US election: What could a Biden victory mean for markets? 👉Where are we at with Brexit? 👉The role of Healthcare and Technology stocks in the True Potential Portfolios 👉A discussion on ESG investing Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel. If you have any questions or requests for future videos, let us know in the comments. For podcast questions and guest enquiries email podcast@tpllp.com. You can also connect with us on social media: 👉Instagram: www.instagram.com/truepotentialllp 👉Facebook: www.facebook.com/TruePotentialLLP 👉Twitter: www.twitter.com/TruePotential_ 👉LinkedIn: www.linkedin.com/company/true-potential-llp
Thank you to all clients for sending in their questions about investments, Pensions, Currencies, Politics, and much more. The Do More With Your Money panel are delighted to provide their expert analysis on your biggest queries. 👉What happened this week in Markets? Barney Hawkins, Investment Director, talks about the highs we are seeing 👉Pensions and the importance of consolidating your investments 👉Goal setting and technology to help your investment objectives 👉Currencies and the future of the Euro 👉Can you ever be too diversified in an investment? 👉The need for an emergency fund, and the problem with money standing still in a bank 👉How will markets react to the winner of Trump versus Biden in the US election? 👉What kind of Government do stock markets historically perform best under? You may be surprised by the answer 👉A viewer looks to clarify if Daniel Harrison and David Harrison are related 👉Barney sets a goal to shift some lockdown pounds. Subscribe to the True Potential YouTube Channel and we'll get an update next time he's on the show Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.
What mentality do you need to be a successful investor? The Do More With Your Money panel discussed the psychology behind successful investors. 👉Mark Henderson shares the recent performance of the True Potential Portfolios, and a round-up of what happened in the markets this past week 👉The UK recession in context, why the mainstream media news agenda should be viewed with caution 👉David Harrison on setting up True Potential during the last UK recession 👉The problem with banks and not being invested 👉Skin in the game mentality - are you invested with the principles of successful investors? 👉David Harrison's new motto: "Don't pay attention to what people say, pay attention to what people do"
A Do More With Your Money special on President Donald Trump and the USA China trade war. 👉Has Trump done a good job on the US economy? 👉Why is Trump so vocal about Chinese companies such as Tik Tok and Huawei? 👉How tech stocks are driving the US economy, and the role these play in the True Potential Portfolios 👉The US China trade deal has been out of sight due to COVID-19, but it hasn't been out of mind. The geopolitics and future of the trade war is discussed. 👉The fascinating US election, is Trump's rhetoric a deflection technique? 👉In the UK, the Government extends to a significant lead in opinion polls, is this informing economic decisions? How did the government maintain such positive opinion poll numbers through the recent crisis? 👉Gold and the role of precious metals in the True Potential Portfolios 👉The latest from the Bank of England and what this means for investors, plus all the latest investment news rounded up from the past week 👉The usual laughs, with Peter's virtual braces, and what exactly is Jeff's interest in Hedgehogs? Subscribe to the True Potential YouTube Channel for more. To see more from us, please follow us on: 👉Instagram: https://www.instagram.com/truepotentialllp/ 👉Facebook: https://www.facebook.com/TruePotentialLLP/ 👉Twitter: https://twitter.com/TruePotential_ 👉LinkedIn: https://www.linkedin.com/company/true-potential-llp/
Enjoy a Do More With Your Money special on Financial and Tax Planning.
👉The panel react to the new lockdown restrictions in the north
👉The Government is borrowing more in a month than it typically does in a year, how could this impact tax planning? Will we see changes in tax allowances?
👉The panel discuss the good and the bad on Rishi Sunak's performance as Chancellor
👉The most popular client questions answered on financial and tax planning
👉The transformative and positive effects of Pension freedoms
Subscribe to the True Potential YouTube Channel for more.
This week's Q&A podcast episode focuses on market behaviour, highlighting global currency data, European economic and social variations and the team discuss compliance on wearing Face Masks.
👉Chris Leyland looks back on the Markets over the past week
👉The team discuss global currencies and European economies and social differences
👉Face masks have caused debate in the UK, regarding the new rules on wearing them. What do the panel think?
👉A reflection on how the Government managed the Coronavirus in the early stages
👉Discussion on the 750 billion stimulus package that has provided to help the EU recover
👉Hear about David's clever and shrewd German Shepard
👉Jeff Casson looks back on the Markets over the past week 👉The team discuss Boris Johnson's announcement on further easing of lockdown 👉Donald Trump in an election year, how could COVID-19 impact the outcome? 👉Coronavirus vaccine news and how this weighs on market sentiment 👉Economic recovery in China and what this means for investors 👉The importance of diversification, the performance of technology stocks, and more on the True Potential Portfolios 👉Chris Leyland talks about ending every weekend in 'The Doghouse' and reminisces on his younger years at Creamfields Subscribe to the True Potential YouTube Channel for more.
25 Our Verdict Reopening The Economy⠀
Shorts, back and sides - How did the True Potential 'Do More With Your Money' panel adapt to life with a little less lockdown?
👉Pubs, cafes, restaurants and travel are back open as Chancellor Rishi Sunak announces more government economic stimulus. What does all this mean for investors? Did the government get it right?
👉Daniel Harrison joins us from Spain, sharing his recent travel experience and what lockdown has been like in Europe
👉Is David Harrison looking forward to a £10 Wagamama voucher?
👉Chris Leyland, Director Of Investment Management, on what happened in markets this past week
👉How True Potential's Hybrid Advice with innovative technology helps clients and advisers to do more
👉David talks about the hotel business he owns, and what he's done to ready the business for reopening
👉Has furlough been fair to businesses? Did the government think through the implications for all businesses and ultimately the tax payer?
👉Chris talks about being back out and about in the pubs of London
https://youtu.be/HaVm6W1VHU4
Join us for a Brexit special, updating you on what has been going on between the UK and European Union, with the Do More With Your Money panel discussing where we go from here. 👉After another decent week for equity markets, Mark Henderson provides an update on the True Potential Portfolios 👉Brexit from an Investment Management perspective 👉A look at intensive Brexit negotiations, and Boris Johnson's desire for a "tiger in the tank" 👉The panel discuss David Frost and Mark Sedwill, and the need to get Brexit negotiations done in the next month 👉Will a Brexit trade deal get done? 👉What's going on in Hong Kong? The panel discuss the fallout from China's new law
Do more with your money by listening to our ISAs podcast special, with our experts explaining how a Stocks & Shares ISA helps you to invest towards your goals.
👉Mark Reynolds, one of our Wealth Management Partners, joins the panel to talk about life as a Financial Adviser
👉Boris Johnson has opened the pubs, will the panel be rushing out for a pint next week? And what does the unlocking mean for the economy and investors?
👉How have the markets performed this past week? George Bell, Investment Analyst, gives a detailed explanation of what we are seeing in the global economy
👉The history of the ISA explained
👉How True Potential technology helps you to set goals for your ISA, meaning you can do more with your money
👉Lots of laughter in another entertaining and insightful episode of Do More With Your Money
The panel discuss True Potential's latest Savings Gap research, analysing the data and how personal finance, savings behaviour, and consumer spending has changed in the past few months. 👉Jeff Casson, Chief Investment Officer, on Markets being more stable 👉What is the Savings Gap and how do we close it? 👉Has Savings behaviour changed during lockdown? 👉Which UK region has saved most? 👉How True Potential's impulseSave® technology can help to close the Savings Gap 👉The importance of compounding growth when little and often investing for your future 👉Will the UK be better savers after the lockdown experience? 👉David Harrison is proved right about his NHS tracking app prediction he made on the DMWYM Podcast months ago 👉Has David rushed to Primark now that the shops are back open? 👉Jeff talks about his favourite rock band To see more from us, please follow us on: 👉Instagram: https://www.instagram.com/truepotentialllp/ 👉Facebook: https://www.facebook.com/TruePotentialLLP/ 👉Twitter: https://twitter.com/TruePotential_ 👉LinkedIn: https://www.linkedin.com/company/true-potential-llp/
David Harrison makes his long awaited return to the Do More With Your Money podcast, with the discussion looking at how the UK Government has handled Coronavirus and lockdown. 👉What's happened in markets so far this month? Chris Leyland, Director Of Investment Strategy, provides analysis. 👉David Harrison on what lockdown has been like across the different businesses he owns 👉The need for common sense in the Government's lockdown response 👉Shops reopening next week and the practicalities for a new normal 👉David Harrison shows us his Face Mask - not for surgical use! 👉Peter Bould ends the show with a prediction on what we could expect this next month from Prime Minister Boris Johnson
Your questions have been flooding in for our monthly Q and A! Today you'll hear from our expert panel on everything from investments to technology. 👉We are now 50 days on from the Coronavirus market low, Jeff Casson talks about the global market improvements we are seeing 👉Investors in the True Potential Balanced Portfolio would have enjoyed a 15.6% increase on their investment since the fund hit its low point on the 23rd March 👉What's next for True Potential's award winning technology? How are we further looking to help Clients and Advisers? 👉Given the recovery in markets, was the economic impact of Coronavirus over-exaggerated? 👉We have two Birthday celebrations! Happy Birthday to Dianne Pattison, Head Of Delivery, and Happy Birthday to Daniel Harrison, True Potential Chief Executive 👉Chris Leyland's Lasagne Lunch - Did he really make it from scratch? The panel investigates 👉True Potential's charity and C-19 Business Pledge involvement. Please support our colleague Steve Thornton's fundraiser https://www.justgiving.com/campaign/HairforHeed
True Potential's Investment Management Team present a special look at the markets as we exit lockdown, and there's also increased political rhetoric between the USA and China. What can investors expect as the world starts up again? 👉Trump versus Twitter, Biden, and China 👉True Potential Portfolio performance, looking back on another positive month 👉What will happen in UK markets as lockdown is lifted? 👉How will a socially distanced society look? 👉The team preview the week ahead for markets 👉Paul Durrans, Investment Director, makes his DMWYM debut 👉Chris Leyland, Director Of Investment Strategy, contemplates takeaway pints
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
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
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?
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?
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?
💥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
💥New episode!💥 #12 New Tax Year, Rising Markets And Coronavirus Latest
It has been another positive week in global markets, and the panel discuss how investors can do more with their money with the new tax year now underway. It is another action packed hour, enjoy! 👉Mark Henderson looks at strengthening markets, with the US rallying to a technical bull market 👉Do the panel think lockdown will continue? How is the Coronavirus response evolving? 👉How the British public are smarter than the Media's agenda 👉The new tax year and the importance of using your allowances 👉The power of a Pension, are you doing more with your money? 👉How True Potential is doing more through charity during the Coronavirus 👉The panel talk about their easter weekend plans for home isolation 👉David Harrison explains the friendly rivalry between Newcastle and Sunderland
The Do More With Your Money panel are back to answer your questions in a Q & A special. There's also a look back on what March meant for markets, the latest on Oil Prices, discussion on the Government's handling of the Coronavirus, and much more! 👉David Harrison returns to the show 👉Donald Trump's ability to change the markets with a tweet 👉The importance of diversification and long term investing explained 👉Jamie Sexton, Head Of Centralised Advice, on what he's hearing from clients and how True Potential's 'business as normal' working from home has succeeded 👉The end of tax year and how True Potential's impulseSave® can help you use your allowance before your lose it 👉"Lions led by donkeys" The problem with bureaucracy in the NHS 👉Home working - David Harrison has a boss all of a sudden and is late to do the hoovering
To see more from us, please follow us on: 👉Instagram: https://www.instagram.com/truepotentialllp/ 👉Facebook: https://www.facebook.com/TruePotentialLLP/ 👉Twitter: https://twitter.com/TruePotential_ 👉LinkedIn: https://www.linkedin.com/company/true-potential-llp/ #investing #coronavirus #markets
New Episode! There's no stopping the Do More With Your Money podcast! Today our expert panel discuss the Government's three week lockdown, what we've seen in improving markets this week, life working from home, and True Potential's involvement with the C-19 Business Pledge. 👉Daniel Harrison, True Potential Chief Executive, on True Potential's successful business as usual transition to home working and projects he has put into place to look after staff. 👉Rebecca Wright, Head Of Client Services, (and her dog) provide an update on what clients are asking and how True Potential is doing more for clients. 👉Peter Bould, Head Of Corporate Affairs, is surprised to have had a standing ovation for putting the bins out last night. 👉We'll run a Do More With Your Money Q & A next week, if you have a question for the panel then leave it in our comments or email podcast@tpllp.com Want to appear on the panel as a guest? Also email podcast@tpllp.com for the chance to feature in a future podcast. To see more from us, please follow us on: 👉Instagram: https://www.instagram.com/truepotentialllp/ 👉Facebook: https://www.facebook.com/TruePotentialLLP/ 👉Twitter: https://twitter.com/TruePotential_ 👉LinkedIn: https://www.linkedin.com/company/true-potential-llp/ #markets #business #coronavirus
The Do More With Your Money Podcast is back! #9 How Coronavirus Is Changing Work, Life, Politics And Markets
David Harrison, True Potential Chairman, calls in to the Do More With Your Money panel to discuss how Coronavirus is changing work, life, politics and markets.
👉The panel's verdict on Boris Johnson's daily brief
👉Expert analysis on what we've seen in markets this week
👉David Harrison talks about his week working from home
👉How is society changing through Coronavirus?
👉True Potential's preparations for business as usual
👉True Potential lead the way in signing the C-19 Business Pledge
👉True Potential staff fundraise for local charity - thank you and well done to all our employees for their efforts this week!
💥 New Episode 💥 The Do More With Your Money panel explains True Potential's reaction around the Coronavirus, and offer their thoughts on what we learned from the UK Budget. 👉Did the panel think this was a good UK Budget? 👉Donald Trump's need for greater co-ordination on Coronavirus 👉Mark Henderson's expert analysis on recent Market volatility 👉"Tough times don't last, tough people do," David Harrison explains his anti-fragile philosophy for business success 👉Daniel Harrison explains how True Potential have taken action early to ensure the business isn't impacted by the Coronavirus #coronavirus #business #politics
The Do More With Your Money panel preview next week's UK Budget. Chairman David Harrison returns, and there's also a discussion on the latest Coronavirus developments.
👉What could the Budget mean for you?
👉What does an ideal Budget look like to the Do More With Your Money panel?
👉Global markets and the Coronavirus
👉David Harrison on being an Entrepreneur
👉What is the panel’s drink of choice to toast the budget?
Please submit your questions by emailing: podcast@tpllp.com Want to appear on the panel as a guest? Also email podcast@tpllp.com for the chance to feature in a future podcast.
You've asked us, and we've answered! The Do More With Your Money panel respond to the client questions we've been sent, and go in-depth on the latest Coronavirus impact on the markets. Featuring Daniel Harrison, True Potential Chief Executive, Chris Leyland, Director Of Investment Strategy, Jamie Sexton, Head Of Centralised Advice, Rebecca Wright, Head Of Client Servicing.
Do More With Your Money looks at the USA and Donald Trump, what can we expect for the economy in election year 2020? With True Potential CEO Daniel Harrison, True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Jeff Casson True Potential Investment Officer.
-Trump claims record success with the US economy, is this Trump bluster or has he genuinely achieved positives?
-What does the US election mean for markets?
-Why Trump needs an enemy and how he uses Twitter for political calculations
-Are any of the Democrat candidates capable of challenging Trump?
-Will Trump win re-election later this year?
-Will the UK and US do a post-Brexit trade deal?
-The issue of immigration in US and British politics
-Is David Harrison on social media? What does he think of Twitter?
The Do More With Your Money Podcast looks at the impact of increased connectivity in relation to both HS2 and Coronoavirus. Plus, a look at what happened with Chancellor Sajid Javid . With True Potential CEO Daniel Harrison, True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Mark Henderson, True Potential Senior Partner
The Do More With Your Money Podcast looks at the start we've made to 2020. With True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Jeff Casson True Potential Investment Director. We are also joined by Head Of Wealth Management, Steve Hutton.
The Do More With Your Money Podcast is back, this week our expert panel discuss everything you need to know about a busy and successful start to 2020...
👉We are now outside the EU, what was the market reaction and what happens next?
👉What's happening with trade deals and the Government's next moves?
👉The latest on China / US, what's going on with Huawei?
👉A look at True Potential's best ever month.
👉How the mobile phone replaced the television in tech development.
👉David Harrison talks about receiving fan mail and being made to watch soap operas.
SHOW MOREThe Do More With Your Money Podcast looks at Brexit. With True Potential CEO Daniel Harrison, True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Jeff Casson True Potential Investment Director.
Daniel Harrison, True Potential Chief Executive, is joined by David Harrison, True Potential Chairman, and Jeff Casson and Mark Henderson from the True Potential Investment Management team. Their roundtable discussion centres around China and the recent trip they made for the Greater China Conference in Shanghai.