True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.
True Potential One, for advisers and clients, pools together all the clients' existing financial affairs and allows them to tweak their goals, top-up their existing investments and withdraw money from their pension. The network's advisers will be able to use the tool free of charge and offer it to their clients, giving them access to a real-time view of how their plans are performing via the web or a mobile device. They will be able to make top-up investments and access their pension money through True Potential's personal pension offering. Any changes made will be regarded as non-...
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