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Cash is a conversation starter

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 […]

Protect Savings Through Diversification

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 […]

IFA Cash Management Service

  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.

“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 […]

Harness Intergenerational Wealth with the Help of Cash

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 […]

Cash is a conversation starter

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 […]

Insignis: PAM Award Winners 2020

We are delighted to announce that Insignis Cash Solutions has been awarded the prestigious accolade of Winners of the PAM award 2020 in their Digital Wealth Solution category.  This award recognises the quality and innovation of Insignis as well as the necessity of a cash service in the current market.  Our service diversifies, protects, and enhances cash funds, which your clients may find essential as part of their overall portfolios. […]

Welcome to Charter Savings Bank

We’d like to welcome Charter Savings Bank as the latest bank to join our panel.  With a new partner on board we are able to offer even more products to you and your clients as well as enhance the total funds eligible for FSCS protection. Paul Richards, Insignis Chairman comments: “It’s great to be able to announce the addition of Charter Savings Bank to our banking panel. Each time we add a […]

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We are very excited to share the news that Beth Scholes will be joining the Insignis Cash Solutions family, in her… t.co/Ni18xji6Kq

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When it comes to being fully independent, supporting over 500 UK wealth managers, and giving you and your clients t… t.co/mGIDGzFDTi

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Do your clients have mixed currency cash assets? Insignis can assist you in simplifying management of USD and EUR… t.co/pvCCRP6ZQk

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Offering products from 30 banks in the UK, Insignis can help our adviser partners face the challenge and opportunit… t.co/gweSx2dIho

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August has brought more exciting news for Insignis Cash Solutions; we have been shortlisted for the @MoneyAge 2020… t.co/EfjuXR28E4

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