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 goals.

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 reach your financial goals in the new year?

Our panel of experts review a positive month for investment performance, exciting AI system updates, industry award wins, and our upcoming charity work.  

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, what it all means for your money.

See below a link to our video podcast with the chapter points containing the ARC data set and chapter points where it's located for reference.

07:54 - 10:50 - Our balanced portfolio performance vs our peer group

10:50-14:45 - What are the ARC quartile rankings?

https://youtu.be/aUh-GqxNYGA

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 investments.

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.

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 in the world, and how could this impact markets?

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 Autumn Budget affect your money?

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 from your pension, and how to have a comfortable retirement, are you retirement ready? 

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 October budget and US election looming, the team also discuss their outlook for global markets for the months ahead.