true potential

Compliance File Checker

Background True Potential is the fastest-growing provider of support services to financial advisory firms in the UK. We deploy advanced technology and systems which enable our member firms to increase their productivity, reduce overheads and increase their value. A key aspect of our service is compliance consultancy, which we deliver via state-of-the-art systems to provide the highest…

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Streamlining through technology

Dear all F&TRC were recently interviewed with Aegon about streamlining technology and how the RDR will change the industry as we know it. Ian McKenna makes a great point at one stage saying that “technology needs to serve a firm, rather than define it”. In our own opinion and experiences this is completely correct. I’ve added the…

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Nationals accused of RDR scare tactics

Tracey Scott, Money Marketing Networks and nationals are using the retail distribution review as a scare tactic to get IFAs to join them, says True Potential managing partner David Harrison. He describes recent commentary from networks and national IFAs as “propaganda” and he argues that many firms are using the planned reforms to their own ends. Networks…

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True Potential upgrades

Since we released Version 4 of True Potential in September we’ve had great feedback from our users. As part of our discussions with these users, we have also looked at ways of further improving it for all our users. I thought it worth sharing these changes with all tpllp.com readers so you can see how we are…

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iPhone application goes live

It is with great pleasure that I can confirm our True Potential iPhone application has went live.