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Change the way
you save into
A new online investment service that puts you in control and makes reaching your goals easier.
Efficient investing for your retirement
Our no-fee personal pension saves you costs, helps protect your retirement savings from income and capital gains tax and maximises return potential.
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Investing just got wearable
With our Android Wear app, you can track your goals and top-up your savings into
your investment 24/7 from your smartwatch.
Impulse save into your investments for free, whenever and wherever you choose with impulseSave®.
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Your capital is at risk. The value of investments can go down as well as up and are not guaranteed, you could get back less than you invest.
Your capital is at risk. Investments can fluctuate and investors may not get back the amount they initially invest. Tax rules can change at any time.
Past performance is not a guide to future performance.
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True Potential Investor is a trading name of True Potential Investments LLP which
is authorised and regulated by the Financial Conduct Authority. FSR no 527444. Registered
in England and Wales No OC356027. www.fca.org.uk.
True Potential Investor and this website together with the relevant documents do
not represent personalised advice and is not confirmation that any of the products/funds
match your financial requirements. If you should have any doubt about whether something
meets your needs you should seek financial advice in order that your individual
circumstances can be considered. If you do not already have an adviser, financial
advice is available from our sister firm, True Potential Wealth Management.
Registered Head Office: Newburn House, Gateway West,
Newburn Riverside, Newcastle upon Tyne, NE15 8NX
London Office: 42-44 Grosvenor Gardens, Belgravia, London,
impulseSave® is a registered trademark of True Potential Investments LLP
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| Copyright © True Potential Investments LLP. All Rights Reserved.
Here's where it all starts. Saving with True Potential Investor is all about goals.
Everyone saves for something - even if you're not quite sure what it is yet.
Hint: The more specific you can be with your goal, the better, If undecided, you can simply use 'Retirement Fund'.
It's time to talk money. How much do you need to meet your goal and when do you need it by? If you’re not sure, try our calculator and we'll help you work it out.
Hint: Understanding how much you need to save into your investment, and how long you have left, will help you make a practical investment plan.
Your attitude to risk depends on your personality. Use the slider to choose a risk level from “Defensive” to “Aggressive” – each level has a definition you should read.
A low-risk investment will usually have a pretty stable return. A riskier investment won’t be so stable, but it might return more.
Hint: You can choose individual risk levels for each of your goals.
If you have an amount to invest today, you’ll enter it here. The interactive graph will show you how far that investment will get you towards your goal. If you are unlikely to reach your goal, you may choose to increase your investment, change your target date and/or add regular monthly investments.
You can also add to your investment at any time using our impulseSave® feature to get to your goal faster. And, even if you can’t invest today, this is a useful guide to what you’ll need.
Hint: Add to your investments with impulseSave® and close any gaps in your investment savings plan.
To help you decide which fund is right for you, we've provided a summary for each one. Click on the magnifying glass to view the individual fund details. You can also compare all funds in this risk category using the fund comparison button at the bottom.
When you've reviewed your options and have made your choice, click 'Select'.
Hint: Use the comparison feature to learn more about the differences between the funds.
You can choose to place your investment in to a New Individual Savings Account (NISA) or TPI Pension tax wrapper, or a General Investment Account (GIA). An explanation of each is provided on this page.
When you’ve decided which account is most suitable, click ‘Select’ to confirm.
Hint: Read the descriptions for each account type to learn more about the benefits for you.
Congratulations, you’ve taken the first step towards reaching your financial goal.
If you have more than one goal, you can repeat the process to add as many goals as you need.
We’ll now take you through the process of tracking and organising your investments.
Hint: Be as specific as you can when adding goals – having a clear target helps you to reach it.
True Potential Investor makes it simple to track your progress towards your goals.
You’ll see all of your True Potential investments, plus any external investments and bank accounts you choose to link up to, in your account. You’ll also get an overview that gives you a complete look at all accounts, including current value and change in value.
Hint: The more investments and accounts you link up, the more control you’ll have over your personal finances.
With True Potential Investor, topping-up your investments is easy.
Our impulseSave® button allows you to add as little as £1 in to your account – wherever and whenever you choose – so you can reach your financial goals faster.
With True Potential Investor available online 24/7, and via apps for iOS and Android, you can turn impulse spending in to impulse saving.
Hint: Use the True Potential app to add spare money to your investments. Getting in to good habits will help you reach your goals.
True Potential Investor gives you a consolidated overview of your net worth – so you gain control of your finances and always know if you’re on course to reach your goals.
You can link all of your assets, investments and even your current account, to one convenient location. Adding external assets and investments is easy, secure and helps you find new ways to save money.
Hint: Monitor your net worth regularly to take control of your personal finances.
To help you take control of your personal finances, True Potential Investor allows you to get daily values for investment plans held with other providers.
Adding your investments will give you a clearer picture of your net worth and help you to manage your finances.
Hint: The more control you have over your finances, the more likely you are to reach your goals.
By tracking and understanding your spending habits, you’ll find new ways to save money. You can link up your bank accounts to True Potential Investor and get a real-time overview of your balances in one location.
Linking your accounts is easy. Enter the name of your bank or building society from the dropdown menu and select ‘Continue’. From here, you’ll be asked to login as you would on your bank’s site. Once you’re logged in, your account will be linked to True Potential Investor.
Hint: When you understand and track your spending, you’ll find it easier to change bad habits in to good ones.
If you have any questions about True Potential Investor or impulseSave®, please get in touch.
We're open Monday to Friday from 8am to 8pm
Give us a call 0800 046 8007
For training purposes your calls may be recorded.
Or email email@example.com
Hint: To start a Live Chat, close this guide and click on the icon to the left of the site.