Long-term access to competitive rates and FSCS protection (where eligible), all in one place.
Long-term access to competitive rates and FSCS protection (where eligible), all in one place.
Since 2017, we’ve helped clients place more than £22 billion in deposits, generating nearly £200 million in interest through our platform in 2024 alone. We support clients with significant cash holdings to access competitive interest rates and improve diversification.
That’s why we’ve introduced the forever cash ISA — a flexible way for clients to consolidate existing ISA holdings into one cash ISA, giving them access to selected savings products and rates from a range of deposit-takers.
One simple application and your clients can reallocate funds to competitive savings products, year after year.
Learn more about how Insignis works.
Since 2017, we’ve helped clients place more than £22 billion in deposits, generating nearly £200 million in interest through our platform in 2024 alone. We support clients with significant cash holdings to access competitive interest rates and improve diversification.
That’s why we’ve introduced the forever cash ISA — a flexible way for clients to consolidate existing ISA holdings into one cash ISA, giving them access to selected savings products and rates from a range of deposit-takers.
One simple application and your clients can reallocate funds to competitive savings products, year after year.
Learn more about how Insignis works.
Many clients have accumulated ISAs across different banks and tax years. It’s impossible to keep up and make sure interest rates and liquidity levels are optimal.
With Insignis, you can bring these together in a single cash ISA hub account.
52% of ISA holders have five or more years of ISA savings held with a single institution.* That concentration can expose clients to unnecessary risk.
Help your clients mitigate risk by placing funds across multiple FSCS-protected banks, without the complexity of managing multiple accounts.
*Financial Lives 2022 survey, FCA.
52% of ISA holders have five or more years of ISA savings held with a single institution.* That concentration can expose clients to unnecessary risk.
Help your clients mitigate risk by placing funds across multiple FSCS-protected banks, without the complexity of managing multiple accounts.
*Financial Lives 2022 survey, FCA.
Once their Insignis cash ISA is set up, your clients can access a range of savings accounts within the ISA wrapper.
Funds can be placed across selected deposit-takers and adjusted in response to changing interest rates — all within the same ISA wrapper, without the extra admin.
Create a cash savings portfolio that aligns with your clients’ needs. Allocate funds across easy access, notice, and fixed-term deposits to support their financial goals.
Choose to receive a share of the ongoing management fee or pass a fee reduction to clients.
Forge valuable relationships with accountants, lawyers, and other professionals to create a referral network that drives new business and recurring revenue.
Oversee all your clients’ cash holdings, including cash ISAs and savings, in one place.
Our expert teams are on hand to support account setup and your clients’ ISA transfers.
Integrate ISAs into client reviews, valuations and reporting.
Our team has supported clients in placing more than £22 billion since 2017 and are on hand to guide you every step of the way.
Speak to our team to learn how our platform can support your firm.
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