True Potential has launched a pension and savings dashboard to help advisers plan and manage client assets following the introduction of the pension freedoms in April.
True Potential One consolidates clients’ pensions, GIAs and Isas in one place and is available exclusively to existing clients using the firm’s platform at no extra charge.
The platform management charge is 0.4 per cent plus investment costs.
It allows advisers to plan through “spending zones”, manage platform investments, use flexi-access drawdown, and integrates the state pension and ImpulseSave, a facility that allows ad-hoc saving and investment contributions starting at £1.
True Potential senior partner Daniel Harrison says: “We are incredibly excited by True Potential One because it takes our vision of simple, goal-based wealth management further than anyone has gone before. It is completely at one with the trend towards flexibility, simplicity and a personalised approach to saving and investing.
He adds: ”Clients can now have all of their investments together in one place so it is really just like having one master plan with smaller ones inside for everything in life. It’s designed to be flexible too, so it changes and adapts just as life does. Clients are always in control and can decide what to do with their money and when.”
In December 2014, the firm launched an auto-enrolment proposition.