Doing more with your money is clearer than ever
Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.
Navigating your True Potential Investor account is now easier with our new clearer Portfolio Overview, giving you the insights you need to do more with your money. We’re thrilled to launch this updated overview, and we believe it will make a real difference to your understanding of your investment.
Simply log in as usual, and you’ll be presented with the amount you’ve invested, your current investment value, and recent portfolio change. You can modify the date range to see exactly how your investment has performed over a period.
Beyond this, you can click through to your policy, accessing further details on your investment goal and projection. You’ll also see information on your Portfolio, including the asset allocation you’re invested in and any recent changes we’ve made to your Portfolio.
To reach your goal sooner, complete your profile through the overview screen and you’ll be guided in how to set up an impulseSave® reminder, set up monthly investments, and consolidate your investments from other providers.
To get an even clearer idea of your total wealth, your overview also gives you the option to add in your Assets and Liabilities. There’s also the opportunity to take advantage of our Personal Finance feature, where you can add your bank accounts to get a thorough picture of where your money is being spent and to help you identify where savings could be made.
We’re thrilled to offer our clients this increased level of clarity on their investments, log in today and see for yourself how True Potential Investor helps you to do more with your money.