About True Potential Wealth Management

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As part of the True Potential Group, we work together with close to 20% of the UK financial adviser market.

We’ve advised on over £2.5bn of final salary pension transfers to date.

There are valuable guarantees with your final salary scheme that you will lose upon transfer so it’s important it is assessed properly.

Current legislation requires you to take advice from a qualified Pension Transfer Specialist if you’re transferring £30,000 or over.

At True Potential Wealth Management, our final salary pension transfer team is on hand to guide you through the process and provide professional advice.

We can help you understand your options and assess whether it is beneficial for you to transfer.

For many clients, remaining in their final salary scheme is likely to be in their best interests as they will receive a guaranteed income. This guarantee is lost on transfer so it’s important you receive regulated financial advice.

About the True Potential Group

European Business of the Year

We are the European Business Award Winner 2017

Managing over £11 billion for our clients

On our True Potential Wealth Platform

29% growth

Our Balanced investment portfolio has grown by 29% since launch*

A team of over 300 people

Based in the UK, in Newcastle

We work with 20% of UK Financial Advisers

Working throughout the UK, with private clients

Rated 4.84/5 by Smart Money Reviews

Based on over 1150 reviews

* 1st October 2015 – 30th June 2020

Our team of experts

We have a dedicated team of qualified Pension Transfer Specialists who can give you the advice you may need for your final salary pension.

Our pension transfer support team will start your process and help you from first contact to transfer. You will also be able to speak with your personalised Pension Transfer Specialist if you have any questions about your recommendation.

At True Potential Wealth Management, you can rest assured that you are in the hands of a professional, helpful and qualified team.

What our clients say about the True Potential Group

Solid people and performance

I have been with True Potential for just over a year and am pleased with the performance of my investments to date. The web site is easy to use and understand and my advisor always answers any queries promptly and thoroughly.

Mrs R Jarvis

Five-star rating by Smart Money People

Sound investment strategy

Excellent personal contact with adviser.
I appreciate True Potential’s flow of information on
my investment Portfolio. It is accessible and informative. The True Insight magazine is an excellent magazine.

Anthony Hill

Five-star rating by Smart Money People

Brilliant investment platform

I’ve been using True Potential for a number of years. I can analyse and monitor my investments through the investment portal and find the impulse save option an excellent tool. Highly recommended.

Gary Dixon

Five-star rating by Smart Money People
The Open University logo The True Potential Centre for the Public Understanding of Finance logo

Helping make financial education accessible to everyone

We have partnered with the Open University Business School to establish the True Potential Centre for the Public Understanding of Finance, a pioneering Centre of Excellence for research in the development of personal financial capabilities.

The aim of the Centre is simple: empower the UK public to better manage their finances. Working with the Open University, we have delivered three free personal finance courses aimed at anyone interested in improving their financial knowledge.

More than 500,000 people have taken part in these free courses to date.

As featured in

The Times newspaper logo The BBC logo The Telegraph newspaper logo

Let's talk about your Final Salary Pension

Reviewing your final salary pension is an important decision. Our team of experts is here to help you. Call now on 0800 988 7139 or fill in your details and we'll contact you.

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With investing your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Tax rules can change at any time. There will be guarantees or benefits included within your final salary pension that you will lose upon transfer. The information provided in this promotion is for information purposes only. It should not be considered legal advice in any form.
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Top Results

  1. If you invest in a Stocks & Shares ISA or General Investment Account, you can withdraw at any time.
  2. It takes around 7 working days to sell your investment and transfer the money to your bank account.
  3. If you invest in a pension you can only with draw funds from the age of X.

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