Insignis Adviser Partnership Programme

Insignis is an independent company built for Financial Advisers.
We work with more than 700 contracted Financial Firms to provide our cash management service to their clients in all parts of the UK.

We provide your clients with a savings solution that reduces risks, increases return and saves time.

We work with the following client types:

Individuals

Business

Charities

Pensions (SIPP & SSAS)

Local Authorities

Trusts (including PoA & CoP)

BUILT FOR FINANCIAL ADVISER PARTNERS

HOW TO SIGN UP A CLIENT WITH INSIGNIS

BELOW IS EVERYTHING YOU NEED TO KNOW  ABOUT JOINING INSIGNIS AND GETTING STARTED

 Client Introductory
Brochure

 How Fees
Work

 Due Diligence
Document

 Frequently Asked
Questions

 Fee Discount
Partnership Agreement

 Fee Share
Partnership Agreement

WHY INSIGNIS?

COST

Insignis operates with a single annual management fee. Unlike our competition, who charge material initial fees, there are no set up fees or charges of any other kind. Our ongoing fees are also lower in every category and we offer a fee share model to Advisers.

MINIMUM DEPOSIT SIZE

The Insignis minimum deposit size is £50k, this allows you to serve a much higher percentage of your clients without having to discriminate within your client base.

BANKS

Insignis works with a panel of 30 UK banks, from Challenger banks offering higher rates to larger global banks offering the opportunity for diversification and higher credit ratings for larger deposits.

ONLINE PLATFORM ACCESS AND REPORTS

Insignis offers a unique online sign up and Partner Resource Centre for IFAs, materially reducing both your workload and the client journey. We also have a Cambridge based Client Services Team to complement our technology.

AWARD-WINNING PLATFORM

We have recently been awarded the Best Digital Wealth Solution award by PAM and the Best Cash Savings Platform of the Year by Savings Champion.

PLATFORM EASE OF USE

Insignis gives a consolidated view for IFAs so you can see all your clients and deposits. We also have multiple platforms (including Intelligent Office, MoneyInfo and others).

BUILT FOR FINANCIAL ADVISERS

The overriding structural and cultural difference is that Insignis is the only platform built specifically for the Financial Advice industry and this informs many of the points above.

ABOUT INSIGNIS

Insignis Cash Solutions is a cash savings platform designed for individuals, companies, charities and local authorities to earn better interest from their hard-earned cash. The platform offers access to up to 30 banks and building societies offering exclusive, market leading savings rates. The service allows clients to hold deposits with a range of providers all operated via a hub account with Barclays Bank.

Established in 2015, Insignis is founder-owned and experiencing exponential growth as more people realise that our simple solution saves them time and earns them better interest rates, without the hassle. Our Independent status allows us to work with banks and financial industry partners to get the best results for our mutual clients.

Our partnerships with wealth managers, financial planners and banks empowers savers to do more.

WHAT ARE THE NEXT STEPS?

Please reach out to the team at partnerships@insigniscash.com to arrange a demo of our Partner Resource Centre and Platform and to discuss which operating model works best for you and your clients.