Viewing posts from: August 2020

IFA Cash Management Service

by Insignis Cash Solutions in Uncategorized

 

Insignis, the cash solution for financial advisers and your clients  

Insignis Cash Solutions offer an award-winning cash management service optimised for our IFA partners. We really …

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“Do you take Dollars?” Dealing with clients with mixed currency assets.

by Insignis Cash Solutions in News

“Do you take Dollars?” Dealing with clients with mixed currency assets.

Holding cash assets in a variety of currencies can give your clients additional security through …

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Harness Intergenerational Wealth with the Help of Cash

by Insignis Cash Solutions in Industry Perspective

It’s undeniable that financial advisers have played a major role in helping older generations grow their wealth to unprecedented levels over the past few decades. We

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Business Development with Accountancy Partners

by Insignis Cash Solutions in Industry Perspective

The Insignis service represents a great business growth tool for IFAs looking to improve referral levels and increase business from their clients in the accountancy sector.

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We are pleased to welcome Wesleyan Bank as the latest partner bank to join our platform! The partnership expands… t.co/ONEyA0LGZG

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At various stages in the pension lifecycle, a material portion of your clients’ pension assets may be in cash. The… t.co/CQEuZtf6te

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We’re thrilled to have been shortlisted for the PAM Awards 2021, recognising Insignis as one of the leading players… t.co/bq2U4azo4T

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In our latest article, we delve into why the UK banking system was well prepared to deal with the pressure and how… t.co/KEOFOD8YQx

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At Insignis, we believe FinTech should improve the quality of life of clients. Our goal is simple: reduce risk, in… t.co/ENWU0PCXgL

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