NEWSROOM

Developing your financial planning business through professional partner firms can be extremely rewarding and valuable in the long-term. Strong working partnerships with accountants and solicitors can provide a reliable source of high-quality business with very little acquisition cost. In this article, we explain how you can use a cash service to solve common problems facing […]

The Financial Services Compensation Scheme (FSCS) is the government mandated protection scheme for savings in the UK, and is designed to protect savers from the collapse of financial institutions. Protection of savings is key during uncertain times, and although the collapse of Northern Rock, Bradford & Bingley, and the Icelandic banks are now a distant […]

  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 want you to be able to deliver a reliable and holistic portfolio management service for your clients, and recognise the real need for simple, protected cash management […]

“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 diversification and enable you to take advantage of opportunities in other locales without having to pay exchange fees. Management of cash in different currencies can be a time-consuming exercise and […]

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 are also approaching the time when this wealth will be passed down in the largest predicted intergenerational wealth transfer the UK has ever seen. Intergenerational wealth transfer is widely […]