With our app and responsive desktop site, it’s easier than ever to access your True Potential account.
But why should you get online and review your investments?
Here are four reasons why it’s worth checking your account more often than you already do.
Overview of Your Net Wealth 24/7
Your True Potential account gives you one home for all of your finances.
With the ability to track and manage your investments, assets, liabilities and bank accounts in one place, you have total control 24/7. What’s better, you can review every aspect of your account wherever you are in the world whenever you want.
With details of your Personal Pensions, Stocks & Shares ISAs, or General Investment Accounts you can see the changes in daily investment performance. By adding your assets, such as property, cars or savings, and then adding your liabilities, such as mortgages, loans or credit cards you get a holistic view of your financial position. Go one step further and add your bank account details, you’ll be able to see every aspect of your finances.
How do I get started?
On our responsive desktop site: Once logged in, scroll down the Overview page, you’ll be able to see a section for Your Policies, Your Assets & Liabilities and Personal Finance. Click through each to build a complete view of your finances.
On our App: Once logged in, click on the Menu button in the top left of the screen, you’ll then be able to see options for Overview and Your Assets & Liabilities. Click through each to build a complete view of your finances.
For a closer look at how to get started, check out our Investor Academy videos
Getting to grips with your investments: https://www.youtube.com/watch?v=AYsRiUV5Qt0
Adding assets and liabilities: https://www.youtube.com/watch?v=oPTX8OBIbU4
Track Your Investment Progress Against Your Goals Anywhere
Whether it’s retirement, paying off your mortgage or the holiday of a lifetime, your investment goals are important to you. That’s why your True Potential account gives you complete visibility for every penny of your investment.
Daily valuations offer an insight into how your investments have performed. While performance projections show you what your investments are set to look like, if you’re on track to achieve your financial goal and how much you’ll need to invest to bridge the gap.
This level of visibility helps you identify your financial position and empowers you to take the most appropriate actions for your circumstances.
How do I get started?
On our responsive desktop site: Once logged in, click on the Policies tab on the top banner and select the policy you wish to review, scroll down and you will see the Investment Performance and Investment Projection graphs.
On our App: Once logged in, select the policy you wish to review on the Home page, you will then be presented with the Performance tab, to review your Goal click on the Goal tab.
For a closer look at how to get started, check out our Investor Academy video.
Track and manage your investments: https://www.youtube.com/watch?v=uQe4zwqIEDU
Top Up On-The-Go
Spending your money has never been as easy, but with just a couple of clicks you can invest your money just as conveniently, helping you move closer towards your financial goals.
Whether it’s a Personal Pension, Stocks & Shares ISA or General Investment Account, logging into your True Potential account and using the impulseSave® feature means you can top up your accounts from just £1.
Using this unique and exclusive technology, you can start developing good investing habits, replacing spending on impulse in favour of saving on impulse, helping you reach your goals sooner.
How do I get started?
On our responsive desktop site: Once logged in, scroll down to the Your Policies section and click the Top Up button on whichever policy you want to add funds to.
On our App: Once logged in, simply click the Top Up button at the bottom of screen and follow the instructions.
For a closer look at how to get started, check out our Investor Academy video:
Reach your goals faster with impulseSave®: https://www.youtube.com/watch?v=d7cRuaqlkzw
Investor Insight at Your Fingertips
Your account gives you convenient access to the latest economic updates, investor insights and personal finance content coming directly from our expert Investment Management team. With just a couple of clicks you’ll find videos, blogs and infographics covering key investment topics.
With all of this expert insight at your fingertips you’ll be able to make sense of the stories that affect you and make informed decisions about your financial goals and investments going forward.
How do I get started?
On our responsive desktop site: Once logged in scroll down to the Your Policies section and click on any of your policies, from there scroll down to the True Potential Portfolio Information section and view our most up-to-date content.
Get Started Today
It’s your money so you should have total control, that’s why all of the features listed above are designed to make investing as quick, simple and transparent as possible, allowing you to reach your financial goals sooner.
Why not make the most of the tools at your fingertips and log in today?
If you need a hand getting to grips with the account or want a quick refresh on how to use the features on offer, take a look at our short walkthrough videos.
With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. Please be aware this communication should not be considered as financial advice.
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