true potential

Better save than sorry

True Potential opinion piece Money Marketing When financial services professionals and politicians get together, they talk about regulation, commission, charges and what has gone wrong. We need to re-examine that debate. The biggest challenge facing our society is a lack of saving for the long term and, in some cases, the short and the medium term. We…

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Winners and losers: Our view of PS11/9

Published in Financial Adviser 18th August 2011 The City watchdog’s latest consultation on the platform sector makes for some interesting reading. It is often a very interesting exercise to work out the winners and losers when the FSA issues a consultation paper. Taking the latest platform paper, on balance, we think it is positive provided you are…

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True Potential top the FTRC Growing Pension ratings

It is with great pleasure that I can announce that our Wealth Platform was amongst the top platform providers with a ‘eee’ rating in the FTRC e-excellence ratings for Growing Pensions (SIPP & Personal Pensions). A full copy of the report can be downloaded by clicking here I’ve also reproduced our mention below: True Potential’s recently launched…

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Paper versus iPad

For those who don’t already know, one of the things that we do on behalf of our IFA clients is deal with all of their commission and fee statements. Normally we receive these in electronic format and from there we use our dedicated team to match and upload all of these payments against end clients and policies.…

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Spotlight on RDR: Why technology is crucial

Managing Partner David Harrison recently met with New Model Adviser’s Alex Steger to discuss investment platforms, the RDR and technology. To watch the video you can access by going to the link direct: http://www.citywire.co.uk/new-model-adviser/spotlight-on-rdr-why-technology-is-crucial/a490095