Do More With Your Money
Our mission is to help people across the UK do more with their money by providing expert financial advice, innovative investments, dedicated support and award-winning technology.
On our weekly Do More With Your Money Podcast, our expert panels discuss investment markets, personal finance, global news and the latest updates from True Potential.
Episodes
245 episodes
Your guide to taking tax-free cash | Do More With Your Money #252
Are you planning for retirement and thinking about taking tax-free cash? This guide covers everything you need to know - from pension withdrawal options to how to become more tax-efficient in retirement. Our experts also discuss the impact of t...
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14:26
Our expert insights from 2024. | Do More With Your Money #251
In our final episode of the year, we’re sharing the most valuable insights from 2024. You’ll hear from our team of pension specialists, financial advisors, investment directors, and other experts dedicated to helping you achieve your financial ...
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19:22
Your guide to financial success in 2025. | Do More With Your Money #250
Our panel of experts share actionable insights designed to help you plan for your financial goals in 2025. With discussion around key trends seen throughout 2024 and how to create a roadmap for your finances, what steps could you take to help r...
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24:57
Positive performance, investor technology and our charity work | Do More With Your Money #249
Our panel of experts review a positive month for investment performance, exciting AI system updates, industry award wins, and our upcoming charity work.
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17:23
True Potential Portfolios: A performance update | Do More With Your Money #248
Our expert Investment Management team look at how the True Potential Portfolios have been performing against the industry. They also offer their insight into recent market movements, the factors driving positive performance and most importantly...
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19:01
How could Inheritance Tax changes affect your Pension and estate? | Do More With Your Money #247
In Labour’s first Budget for 14 years, Chancellor Rachel Reeves announced significant changes to Inheritance Tax. In this episode, our expert panel explore how those changes could impact you and beneficiaries inheriting property, money and inve...
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27:03
How has the world reacted to Trump’s re-election? | Do More With Your Money #246
In this episode, our expert Investment Management Team review the global market reaction to Trump’s second term, focusing on how the impact to interest rates, bond yields, and inflation affects your money.
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22:48
How will Donald Trump’s election victory affect your money? | Do More With Your Money #245
Our expert panel discuss the market reaction to Donald Trump's victory in the US presidential election. Covering key policies such as tax cuts, tariffs, and high debt costs, what could Trump’s second term in office mean for the largest economy ...
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22:48
What does the Autumn Budget mean for you? | Do More With Your Money #244
Our expert panel dives into the UK's 2024 Autumn Budget, discussing key changes and their impact on investors, families, and businesses. With commentary on pension contributions and changes to Inheritance Tax and Capital Gains Tax, how will the...
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29:27
How to prepare for your retirement | Do More With Your Money #243
Our expert panel discuss the importance of preparing for retirement, as well as key considerations to help you plan, transition, and enjoy your post-retirement life. With expert insights into protecting your financial legacy, how to withdraw fr...
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22:11
Expert Investment Managers Review Global Markets and Look Ahead | Do More With Your Money #242Untitled Episode
Join our expert Investment Management Team as they review a positive period for the True Potential Portfolios. Equity and bond markets continued to reflect strong global growth, helping to deliver returns for clients. With the Octo...
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23:42
Labour's first 100 days & our expectations for the October budget | Do More With Your Money #241
Our expert panel reviews Labour’s first 100 days in power and the changes we could expect in the October budget. With commentary on Labour’s election promises, we also discuss how pensions may be affected and our thoughts ahead of the budget. W...
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34:33
September 2024: Interest rates, inflation & new technology | Do More With Your Money #240
Our expert panel provide an update on markets, new technology enhancements and the work we have done for charity throughout September 2024. With further commentary on our new pension withdrawal technology and interest rate cuts around the globe...
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34:19
How could financial advice benefit you? | Do More With Your Money #239
Our expert panel explore the complexities of retirement planning, personal finances, tax strategies, and how a financial adviser can provide personalised guidance on these key issues. They explain how people who receive financial advice tend to...
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33:32
How interest rate & inflation changes impact your retirement. | Do More With Your Money #238
Our expert panel discuss how recent interest rate & inflation changes could impact your retirement savings. With further commentary on the market reaction, how do these changes impact the wider economy and more importantly, your money? &nbs...
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25:29
How to make the most of your pension in retirement. | Do More With Your Money #237
Our panel of pension experts discuss the options you have when you reach retirement age and beyond, including staying invested, taking tax free cash and managing withdrawals to secure an income that will last as long as you need it to.
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30:57
Personalising the investment experience | Do More With Your Money #236
Chief Executive, Daniel Harrison, leads our expert panel as they review key changes and a summary of markets throughout August. Covering positive Portfolio performance and how we're using AI to give clients a personalised investment experience,...
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29:27
Frequently asked questions on financial advice - our Q&A special. | Do More With Your Money #235
Today our expert panel tackles the most asked client questions surrounding financial advice, from how to keep a long-term mindset when investing, the options for taking tax-free cash from pensions, to how to help your children get a head start ...
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27:16
How to optimise your workplace pension | Do More With Your Money #234
Today our expert panel discuss everything Auto-Enrolment pensions; from what you need to know, the key features, and assessing your current Pension to optimise your contributions.
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31:45
Our guide to the UK Pension triple lock | Do More With Your Money #233
Today our expert panel discuss everything you need to know about the UK state pension, personal pensions, and the pension triple lock.We break down what the triple lock is, how it works, and the economic pressures on UK state pensions. The ...
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24:46
Monthly review: Why we lead with technology for investors. | Do More With Your Money #232
Today our expert panel looks back at July and discuss any new developments at True Potential, this includes all AI & technology updates that enhance our service by harnessing data to improve your ability to create a pension plan. We also ha...
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26:45
Understanding what option is right for you | Do More With Your Money #231
Today we look at pensions vs property and how they can be utilised to help fund your retirement. Our panel discuss the advantages, disadvantages and considerations of both options.We take a look at compound interest in pensions, the economi...
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31:01
Our quarterly review of equity markets and portfolio performance | Do More With Your Money #230
In our latest quarterly review our Head of Asset Allocation, Kevin Kidney leads an expert panel in examining the last three month’s market movements and portfolio performance. The panel also looks at global growth, key risks, and opportunities ...
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30:47
How to plan for your long-term financial future | Do More With Your Money #229
This week, our expert panel discuss how to plan for your financial future, breaking down the most common financial goals that we set ourselves and how they can be achieved. They cover why financial goals are important, understanding short and l...
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31:06
Power of Attorney: Peace of mind for your assets. | Do More With Your Money #228
By adding a Power of Attorney, you can ensure peace of mind that if you can no longer make financial decisions, then you have someone you can trust to look after your affairs. On the latest Do More With Your Money show, our expert ...
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