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Best Support Service: True Potential Adviser Services

Best Support Service was a hotly contested category but with judges looking for a visionary business with the legs to make a real difference True Potential Adviser Services edged the award for an impressive fifth year running.

Judges were “blown away” by the firm’s technology capabilities and how it pushes the boundaries in this space. One said: “There will be no IFAs left in the world if they do not use the kind of technology True Potential is pushing.”

The judges particularly liked the firm’s ethos that technology works hand in hand with face-to-face advice, and backed its work in getting advisers to embrace it and take it to clients. It was agreed that True Potential Adviser Services represented the future and provided something the industry wants and needs more of.

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Panacea Adviser
SimplyBiz Group

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Guide: how to… audit your employee benefit schemes

For many, reviewing employee benefits can be a bit like renewing car insurance. Provide the same details as last year, ask all the different providers and then go with the cheapest. That is, if they are reviewed at all or just continue to be placed with the same provider. However, there should be more to reviewing employee benefits than this. We firmly believe to ensure you continue to get the most out of your insured benefits, conducting a regular full audit of your schemes is the best thing to do.

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