Auto Enrolment on auto pilot.

A simple solution for employees, employers and accountants.

Award-winning investment service.

As an award-winning investment service, backed by a group with a reputation for leading the way
in financial services, we’ve created an innovative auto enrolment solution. Designed for employees, employers and accountants, our auto enrolment service is simple to use, effective for all and unique in the marketplace.

What is Auto Enrolment?

Auto enrolment is a government scheme designed to get more people in the UK saving for their retirement. With auto enrolment, each eligible employee is offered a pension scheme, where both the employer and the employee can contribute.

By law, all employers need to offer an auto enrolment pension scheme to their eligible employees.

An employee is deemed eligible if they:

  • Earn at least £10,000 per year (or £833 per month, or £192 per week) before tax
  • Are aged between 22 up to state pension age
  • Work within the UK

However, other employees can opt in to a pension scheme if they so wish.

Why True Potential.

True Potential is one of the fastest growing financial services and technology firms in the UK. We are a well-respected financial force who provide investments, technology and support services to close to 20% of all UK financial advisers and their clients. With auto enrolment, we offer you a complete online pension management solution plus dedicated support when you need it.

You get a service that’s quick and easy to set up and provides you with award-winning technology at your fingertips with our innovative pension scheme. With a dedicated support team for both employer and employee, we’ll guide you through every aspect of auto enrolment.

 

 

Simple and easy to
set-up and use

Default Investment Selection

Price cap of 0.75% on Default Investment Selection

Pension Regulator
approved scheme

Dedicated support team
(weekdays 8am – 8pm)

Fully-integrated all-in-one
enrolment solution

Access and manage accounts
online or via our app

It’s important to remember that, as with all investing, your capital is at risk in a Personal Pension. Investments can fluctuate in value and you may get back less than you invest.

Independent Governance Committee.

As a Workplace Pension provider, our Independent Governance Committee produces an Annual Report on the pension scheme.

The Committee has a duty to:

  • Act solely in the interests of workplace scheme members
  • Operate independently of True Potential Investments
  • Assess and, where necessary, challenge True Potential Investments on whether the workplace pension schemes provide value for money for members

This ensures that all members of our Workplace Pension have an independent voice working solely on their behalf.

Watch a short video from our committee explaining the work they do.

Please visit our document section for the latest annual report and Independent Governance Committee term of reference

John Reynolds (Independent Member)

John Reynolds has over 25 years’ experience as a pension practitioner, providing expert pension advice, consultancy, and training into specialist advisory businesses across the UK.

He currently holds fellowship with the PFS, is a Chartered Financial Planner and is a Chartered Fellow of the institute of Securities and Investments. In 2017 he completed his MSc in Financial Planning and Business Management at Manchester Metropolitan University (MMU).

Richard Curry (Independent Chairman)

Richard has over 30 years of experience in the investment management industry in a variety of senior management roles at large UK financial firms. Initially Richard worked as a computer programmer in the nuclear power industry before transferring those skills to the financial sector.

During his career he has held the positions of Head of Development, Head of IT, Director of Operations and finally Chief Operating Officer; a role that he performed for 15 years before entering semi-retirement in 2018. As part of his last role Richard was responsible for the implementation, operation and governance of a pension scheme with over £300m of client assets. Richard now works part-time as a consultant and independent governance committee member.

Trevor Williamson (Independent Member)

Trevor comes with a strong academic background, whose global experience in the design and delivery of business case workshops and working with thought leaders and diverse stakeholders in a variety of strategic, business and financial management situations has developed a keen eye for asking the right questions to help facilitate key decision-making.

He is an experienced academic versed in the use and application of critical thinking skills, with a natural inclination to challenge assumptions and behaviours underpinning organisational strategy and financial performance.

Brian Shearing
(True Potential Investments Nominated Member)

Brian Shearing has devoted his entire career to financial services. For almost 30 years Brian has worked as a management consultant providing his expertise to pensions, investment and platforms.

In addition to a degree in mathematics and statistics he holds fellowships with the Chartered Insurance Institute (he is a chartered insurance practitioner), the Pensions Management Institute and the Institute of Directors. Brian is a member of the Pensions Policy Institute and the Association of Professional Compliance Consultants.

Sean Montgomery
(True Potential Investments Nominated Member)

Sean has worked at True Potential since 2011 and became Operations Manager in 2017. In 2020 Sean moved to the Wealth Platform Compliance Team and took on the role of Head of Compliance and Risk. Sean has been a key influence on various projects and brings with him a wealth of knowledge of the internal workings of the True Potential Investments organisation.

Ready to do more for your employees?

If you’d like to talk to us about setting up or migrating your workplace pension, complete the form below and we’ll be in touch.

* Indicates required fields

Brought to you by True Potential Investments LLP.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority,
FRN 527444. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

Date last reviewed: October 10th, 2023