Do More With Your Money
229 episodes - English - Latest episode: 1 day ago -Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support and award-winning technology.
On our weekly Do More With Your Money Podcast, our expert panel discusses investment markets, personal finance, global news and the latest updates from True Potential.
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Episodes
Prepare for retirement like an expert | Do More With Your Money #216
April 23, 2024 15:00 - 31 minutes - 21.6 MBOur 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 m...
What did Q1 2024 mean for your money? | Do More With Your Money #215
April 16, 2024 13:00 - 29 minutes - 20.4 MBOur 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 recomme...
How we helped clients at Tax Year End – March 2024 Review | Do More With Your Money #214
April 09, 2024 11:00 - 37 minutes - 25.8 MBIn 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 ...
What you need to know for Tax Year End 2024 | Do More With Your Money #213
April 02, 2024 10:00 - 30 minutes - 21.3 MBOur 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 inves...
Market Opportunities & Tax Year End | Do More With Your Money #212
March 26, 2024 13:00 - 29 minutes - 20.1 MBJoin 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.
Your guide to Tax Year End | Do More With Your Money #211
March 19, 2024 12:00 - 21 minutes - 14.5 MBWith 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.
Strong US equity markets & tax year end on the horizon | Do More With Your Money #210
March 12, 2024 16:00 - 29 minutes - 20.3 MBWith 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.
Spring Budget Reaction Do more with your money #209
March 07, 2024 11:00 - 34 minutes - 24 MBOur 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.
Spring Budget Reaction | Do more with your money #209
March 06, 2024 16:00 - 34 minutes - 23.7 MBOur 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.
Securing your family's financial future | Do More With Your Money #208
February 27, 2024 13:00 - 20 minutes - 14.3 MBWhen 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.
Interest rates, ISAs & Pension withdrawals | Q&A Special #207
February 20, 2024 17:00 - 34 minutes - 23.4 MBIn 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.
Find your Missing Pensions | Do More With Your Money #206
February 13, 2024 09:00 - 28 minutes - 19.3 MBDid 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.
Pensions, investments & performance | True Potential’s January 2024 review
February 06, 2024 16:00 - 38 minutes - 26.6 MBJoin 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.
Political Promises & General Elections | Do More With Your Money #204
January 25, 2024 10:00 - 46 minutes - 32.3 MBIn 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.
Pensions, Investments & Inflation | Do More With Your Money #203
January 23, 2024 11:00 - 30 minutes - 21.1 MBThis 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.
How to reach your goals in 2024 | Do More With Your Money #202
January 16, 2024 13:00 - 21 minutes - 15 MBIn 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.
Our latest investment technology | True Potential’s December 2023 Review #201
January 09, 2024 15:00 - 36 minutes - 24.9 MBJoin 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.
Our 2024 Investment and Markets Outlook | #200
January 05, 2024 15:00 - 30 minutes - 21 MBIn 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.
What Did 2023 Mean for Your Money? | Senior Partner Review
December 22, 2023 10:00 - 1 hour - 49 MBFor 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.
Has Cash Lost Its Shine? How falling interest rates impact your money. | #198
December 15, 2023 11:00 - 32 minutes - 22.7 MBIn 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.
Investment performance & Artificial Intelligence | True Potential Update November 2023 #197
December 08, 2023 14:00 - 31 minutes - 21.8 MBJoin 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.
Market Moves, Inheritance Planning & Pension Drawdown | Q&A Special #196
December 01, 2023 11:00 - 34 minutes - 24 MBJoin 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.
Autumn Statement: What it means for your tax allowances, Pensions & ISAs | #195
November 24, 2023 10:00 - 24 minutes - 17.1 MBOur 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?
Government changes, Workplace Pensions & global markets | Q&A Special #194
November 17, 2023 16:00 - 17 minutes - 11.9 MBOur 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.
How do political changes affect your investments? Do More With Your Money #193
November 10, 2023 09:00 - 23 minutes - 16.5 MBWhat 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.
Market movements & your investments | Do More With Your Money #192
November 03, 2023 10:00 - 26 minutes - 17.9 MBOur 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?
Investing: Fact or Fiction? | Do More With Your Money 191
October 27, 2023 09:00 - 20 minutes - 13.9 MBOur 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.
How have markets reacted to economic changes? | Do More With Your Money 190
October 20, 2023 10:00 - 16 minutes - 11.6 MBOur 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.
The State Pension: a retirement risk or reward? Do More With Your Money 189
October 13, 2023 10:00 - 22 minutes - 15.2 MBThis 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?
Retirement, Recovering Lost Pensions and Tax-Free Cash | Do More With Your Money 188
October 10, 2023 07:00 - 14 minutes - 9.79 MBJoin 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.
Investing Beyond Retirement | Do More With Your Money 187
October 02, 2023 12:00 - 15 minutes - 10.6 MBIn 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.
Inflation, interest rates & retirement | Do More With Your Money 186
September 22, 2023 12:00 - 28 minutes - 19.4 MBWhat'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.
Your children’s financial future | Do More With Your Money 185
September 15, 2023 09:00 - 30 minutes - 21.1 MBHow 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 bright...
Goal setting for a wealthier future | Do More With Your Money 184
September 08, 2023 09:00 - 25 minutes - 17.3 MBWhy 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 ...
Power of Attorney & your money | Do More With Your Money 183
September 01, 2023 11:00 - 17 minutes - 12 MBWhat 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.
Your investments & market movements | Do More With Your Money 182
August 25, 2023 10:00 - 27 minutes - 18.9 MBJeff 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 ...
How will marriage & divorces affect your money and taxes? | Do More With Your Money 181
August 18, 2023 12:00 - 26 minutes - 18.3 MBMarriage 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 ...
Why you need a Will (with Susan Maxey) | Do More With Your Money
August 11, 2023 10:00 - 27 minutes - 18.9 MBSusan 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.
Investment traps to avoid | Do More With Your Money 179
August 04, 2023 11:00 - 31 minutes - 21.7 MBAre 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.
Investing for your family | Do More With Your Money 178
July 28, 2023 11:00 - 27 minutes - 19.1 MBWhat 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 yo...
Falling inflation, Bidenomics & retirement. We answer your questions | Do More With Your Money 177
July 21, 2023 10:00 - 30 minutes - 20.9 MBIt 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...
Advanced tax planning – retirement, inheritance, gifting & your estate | Do More With Your Money 175
July 07, 2023 10:00 - 32 minutes - 22.1 MBHow 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.
Investing close to retirement | Do More With Your Money 174
June 30, 2023 10:00 - 22 minutes - 15.3 MBWhat 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 pane...
What you’ve been asking: Performance, investment allowances and tax planning
June 23, 2023 11:00 - 35 minutes - 24.6 MBOur 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 k...
Markets & your investments | Do More With Your Money 172
June 16, 2023 11:00 - 30 minutes - 21.2 MBWhat’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 manag...
Inside the mind of a financial adviser | Do More With Your Money 171
June 09, 2023 11:00 - 33 minutes - 23.1 MBOn 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 ...
Pension planning for retirement: Q&A | Do More With Your Money 170
June 02, 2023 10:01 - 24 minutes - 22.2 MBJoin us for an exclusive Q&A special where our Pension experts answer your most asked questions on Pension planning for retirement.
Will the US debt ceiling collapse? | Do More With Your Money 169
May 26, 2023 11:00 - 26 minutes - 18 MBHow 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?
6 Pension tips you should know before you retire | Do More With Your Money 168
May 19, 2023 14:21 - 35 minutes - 29.8 MBDo 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 #i...
What the UK interest rate rise means for you | Do More With Your Money 167
May 12, 2023 11:54 - 31 minutes - 25.8 MBWhy 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 guid...