Sailing boat on calm seas, representing a peaceful and secure retirement.

Retirement planning just got more interesting

Whether it's retirement planning for your clients or maximising returns on cash held within a pension scheme, see how Insignis can support your clients.

DownloaD FACTSHEET

Reduce risk and increase returns

Insignis works alongside your adviser to seamlessly integrate cash management into your overall financial strategy.

If your financial adviser has introduced you to us, they recognise the importance of diversification. Whether you have had a windfall from a business sale, property transaction, or an inheritance, we provide a secure platform to manage your savings.


Access a curated network of 45+ banks and building societies, offering savings accounts from easy-access to five-year fixed-term deposits with just one application. 


We offer a range of account types, including those suitable for Power of Attorney, Court of Protection, and Trust arrangements, enabling you to allocate funds efficiently in these cases.

Support your clients' retirement goals

Whether your clients are looking to boost their pension reserves following a liquidity event or are derisking their portfolio as they approach retirement, actively managing the cash within their pension fund to maximise returns can support them in achieving their goals.

See how much interest a single client's pension plan could earn in a year.

100,000
10,000,000
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Deposit amount
£1,600,000
Estimated annual interest earned
£74,560

For illustrative purposes only. Rates are subject to a minimum and maximum deposit size. Product availability will vary depending on the client type.

Receive a personalised illustration of your clients' potential interest earnings

Submit some additional details and we'll provide you with an illustration based on a range of savings accounts offered by a selection of banks and building societies.


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Receive a personalised calculation of your potential interest earnings

Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.

unlock bespoke illustration

Existing members love

Beneficial ownership

Your client's pension scheme remains the legal owner, and the client remains the beneficial owner of the funds.

Better visibility

You and your client can view and manage their savings. And with secure file transfers, their pension provider will have oversight to manage their regulatory responsibilities.

Streamlined onboarding

With digital applications now available for SIPP, opening a SIPP account is simplified and streamlined.

Commonly asked questions

Become a member of the club today

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.

OPEN AN ACCOUNT

Want to learn more?

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.