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Do More With Your Money Podcast

Do More With Your Money Podcast

By 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.
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#5: USA: What’s Ahead For Trump And The Economy In Election Year 2020?

Do More With Your Money Podcast

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#68 Property Versus Pension
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.
47:39
May 14, 2021
#67 Investment Management and Your Money
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.
55:13
May 7, 2021
#66 The Importance of the UK Economy
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. 
01:07:31
April 30, 2021
#65 Your Questions Answered: Tax, Retirement and Cryptocurrency
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?
53:36
April 23, 2021
#64 What the End of UK Lockdown Means for Investors
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.
55:17
April 16, 2021
#63 How To Give Yourself a Pay Rise
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?
53:14
April 9, 2021
#62 Investment Strength Over Lockdown
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!
58:47
April 1, 2021
#61 Tax Year End: Using Your Tax-Free Allowances
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.
43:14
March 26, 2021
#60 Achieving Through Adversity: True Potential's Record-Breaking 2020
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  
54:23
March 19, 2021
#59 Your Questions Answered: Tax Allowances & Global Markets
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.
50:45
March 12, 2021
#58 What Does the UK Budget 2021 Mean for You?
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.
01:19:39
March 5, 2021
#57 What Does Boris’ Roadmap Out of Lockdown Mean for Investors?
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
47:11
February 26, 2021
#56 How To Do More Through Financial Planning
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
40:40
February 19, 2021
#55 Reasons for Investor Optimism
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
47:09
February 12, 2021
#54 Investment Management Special: Your Questions Answered
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.
01:12:30
February 5, 2021
#53 Your Questions Answered: Inheritance & Later Life Planning
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
53:08
January 29, 2021
#52 What Will US President Joe Biden Mean for Global Markets?
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.
51:22
January 22, 2021
#51 5 Ways To Do More With Your Money in 2021
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
38:52
January 15, 2021
#50 A Look Ahead At 2021 - Investment Management Special
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.
01:02:53
January 8, 2021
#49 2020 End of Year Review
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
01:31:21
December 30, 2020
#48 Brexit: Will the UK and EU Agree a Trade Deal?
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?
35:14
December 18, 2020
#47 Investors and Global Markets: Your Questions Answered
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.
54:43
December 11, 2020
#46 Record Breaking Markets Give Boost To Investors
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.
56:59
December 4, 2020
#45 Why Charity and Social Mobility Matters In 2020
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
55:44
November 27, 2020
#44 Can Boris Get a Brexit Deal Done?
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.
48:52
November 20, 2020
#43 Why Global Markets Surge Shows Optimism for Investors
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
01:03:20
November 13, 2020
#42 US Election Result and England’s Lockdown: Your Questions Answered
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/
01:02:15
November 6, 2020
#41 Investment Management Special: What's Behind Market Volatility?
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
46:44
October 30, 2020
#40 US Presidential Debate: How Will Trump or Biden Affect Investors?
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
53:25
October 23, 2020
#39 UK Economy: What's next for Brexit and COVID-19?
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
50:45
October 16, 2020
#38 Five Secrets to Successful Investing
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.
59:51
October 9, 2020
#37 How Will Market Movements Affect Your Money? Investment Management Answer Your Questions
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.
49:24
October 2, 2020
#36 You Asked, We Answered | Q&A Podcast Special
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
01:00:51
September 25, 2020
#35 Boris, Brexit and the North East Lockdown
👉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.
01:13:26
September 18, 2020
#34 Overcoming Challenges and Changing Lives Through Charity
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. 
56:28
September 11, 2020
#33 Technology and Investing - What You Need To Know
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.
01:05:01
September 4, 2020
#32 Investment Management Reaction to Shinzo Abe and Trump/Biden
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
01:02:00
August 28, 2020
#31 We Answer your Top 10 Investor Queries
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.
53:32
August 21, 2020
#30 The Psychology Behind Successful Investors
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"
58:01
August 15, 2020
#29 What's Going on With Trump's USA China Trade War?
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/
52:27
August 7, 2020
#28 Everything You Need to Know About Financial and Tax Planning
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.
01:03:32
July 31, 2020
#27 Your Questions Answered : Markets, Face Masks & Coronavirus
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
01:03:51
July 24, 2020
#26 Investment Management Special
👉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.
39:49
July 17, 2020
#25 Our Verdict Reopening The Economy
#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
01:01:21
July 11, 2020
#24 Brexit: What's Happening And What's Next?
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
51:18
July 3, 2020
#23 Everything You Need To Know About ISAs
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
58:24
June 26, 2020
#22 How Has Lockdown Changed The UK Savings Gap?
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/
01:00:18
June 19, 2020
#21 The Government's Handling Of Coronavirus And Lockdown
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
58:42
June 12, 2020
#20 Your Questions Answered: Markets Rise As Coronavirus Declines
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
01:04:08
June 5, 2020
#19 What Does The End Of Lockdown Mean For Markets?
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
53:25
May 29, 2020
#18 Everything You Need To Know About Pensions
Do more with your money by listening to our Pensions podcast special, with our experts explaining the key parts of pensions and retirement savings. 👉What to do when you’re young, how that changes as you approach retirement, your pension options when retiring 👉Earl Glasgow, True Potential Founding Partner, makes his DMWYM debut 👉Simon Wigdahl, Financial Adviser, joins the panel to talk about his role and how he's been communicating with clients during lockdown 👉Chris Leyland, Chief Investment Officer, reflects on another positive week in the markets 👉Rebecca Wright, Head Of Client Servicing, explains auto enrolment and workplace pensions 👉How much do you need to invest in a Pension? 👉The importance of getting started now, no matter how young you are, in building your Pension investment 👉The importance of goals and how True Potential technology could help your Pension journey 👉Lots of laughs in another exciting episode of Do More With Your Money #pensions #investing #saving
53:16
May 22, 2020
#17 Special Guest Justine Greening
Former Secretary Of State For Education, The Right Honourable Justine Greening, joins the Do More With Your Money Podcast for a chat about the C-19 Business Pledge she co-founded with True Potential Chairman David Harrison.  👉Justine talks about life on lockdown   👉Jeff Casson, Chief Investment Officer, on what happened in markets this week  👉Justine talks about big government decisions and her time as an MP  👉David Harrison's verdict on new Bank Of England Governor Andrew Bailey  👉Justine talks about her experience working with Chief Medical Officer Professor Chris Whitty on the 2014-16 Ebola outbreak  👉Justine and David discuss the C-19 Business Pledge and Social Mobility Pledge which they co-founded - "Businesses are stepping up to level up the country."  👉The latest news and politics discussion, and the usual laughs in another exciting episode of Do More With Your Money
48:14
May 15, 2020
#16 Your Questions Answered: Improving Markets And Lockdown Ending
In our monthly Q and A, you ask the questions! 👉Barney Hawkins, Investment Director, makes his DMWYM debut  👉A look at the remarkable recovery of markets in April 👉Lockdown is close to being lifted - what will this mean for you? 👉True Potential's plans for opening Head Office back up 👉Cash ISA versus Stocks And Shares ISA - the panel weigh in 👉"History doesn't repeat itself, but it rhymes" How does the Coronavirus crisis compare to the 2008 financial crisis and the Wall Street Crash? 👉A look at some of the fun True Potential staff have enjoyed when working from home 👉True Potential's Charity Challenge week and £5,000 donation to St Cuthbert's Hospice - how did Barney get on with his challenge? 👉What will the panel be doing for VE Day?
52:07
May 7, 2020
#15 How Coronavirus Has Changed Consumers
The Do More With Your Money panel look at how the Coronavirus COVID-19 is changing the way consumers and businesses interact.  👉George Bell, Investment Analyst, makes his DMWYM debut, bringing his expert analysis on what has happened in the markets this past week.  👉The panel share how their consumer habits have changed  👉Does social distancing present an opportunity to spend less and save more?  👉How Anti Fragile businesses are best placed to come through this period even stronger  👉What will post-lockdown life look like?  👉David Harrison's Tropics trivia  👉Did David Harrison watch Tiger King?
59:02
May 1, 2020
#14 Investment Management Special
The True Potential Investment Management Team are joined by Steve Hutton, Head Of Wealth Management, and Chairman David Harrison for a discussion on markets, investing, and everything that is going on right now.  👉Jeff Casson, Chief Investment Officer, on what we are seeing with Oil prices and markets  👉David Harrison shares a story on a surreal visit to Oklahoma, USA, he made some years ago  👉The dangers of do it yourself investing and why you can't time the market  👉A look at cash savings and Cash ISAs - are you losing money without realising it?  👉Why global diversification matters  👉Are you using your tax allowances?
01:06:41
April 24, 2020
#13 True Potential Annual Report Successes & Market Recovery Positives
💥New Episode! We've freshened the DMWYM Panel up for a look at the True Potential 2019 Annual Report, analysis of continued Market recovery, and a chat about the lockdown extension.   👉Go behind the numbers and learn about the successes True Potential had in 2019, with a discussion on the recent publication of the True Potential Annual Report  👉Dianne Pattison, Digital Delivery Manager, explains the True Potential Platform innovations we've made  👉Market recovery: US market up over 25% since March 23rd, UK market up around 15% - why is the news media ignoring this?  👉The panel's thoughts on life on lockdown as social distancing is extended  👉While the majority of True Potential staff are working from home, Gregg Lang, Head Of True Potential Adviser Services, is managing a small team on essential tasks at True Potential Head Office. Go behind the scenes of 'Site 2' operations.  👉Maddie The Pug makes an appearance and plenty of laughs in another exciting episode of Do More With Your Money
01:02:19
April 17, 2020
#12 New Tax Year, Rising Markets And Coronavirus Latest
💥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
53:47
April 9, 2020
#11 Coronavirus Impact On Markets And Investors: Your Questions Answered
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
01:04:06
April 3, 2020
#10 How To Support People, Business And Markets Through The Coronavirus Lockdown
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
43:53
March 27, 2020
#9 How Coronavirus Is Changing Work, Life, Politics And Markets
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!
48:12
March 20, 2020
#8 Coronavirus Reaction & Budget Breakdown
💥 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
38:04
March 13, 2020
#7 UK Budget Breakdown
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.
35:25
March 4, 2020
#6 Clients & Coronavirus: Your Questions Answered
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.
40:24
February 28, 2020
#5: USA: What’s Ahead For Trump And The Economy In Election Year 2020?
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?
44:56
February 21, 2020
#4: Connectivity: A look at HS2 and Coronavirus
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
35:38
February 14, 2020
#3: Everything you need to know about a busy and successful start to 2020
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.
36:53
February 7, 2020
#2: Brexit Day: What does it mean for you and how has British Politics changed?
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.
42:22
January 31, 2020
#1: True Potential in China: A Senior Management Roundtable Discussion
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.
53:34
January 27, 2020