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.
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.
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.
For illustrative purposes only. Rates are subject to a minimum and maximum deposit size. Product availability will vary depending on the client type.
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.
Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.
Complete an Insignis application form with your client and their pension provider
Choose from our savings accounts once the pension provider has deposited the cash
Easily move matured funds back to the pension account or reinvest into new savings products
Speak to your adviser about completing an Insignis Application Form.
Deposit cash and choose from our selection of savings accounts.
Easily place, withdraw and re-invest cash.
Your clients can access competitive and exclusive interest rates across a wide range of savings accounts from our panel of banks and building societies.
We partner with more than 60 SIPP and SSAS providers, so managing your client’s pension cash is straightforward, and with streamlined reporting, keeping track of your client’s pension cash is simplified.
Your client's pension scheme remains the legal owner, and the client remains the beneficial owner of the funds.
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.
With digital applications now available for SIPP, opening a SIPP account is simplified and streamlined.
Your client's pension scheme remains the legal owner, and the client remains the beneficial owner of the funds.
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.
With digital applications now available for SIPP, opening a SIPP account is simplified and streamlined.
We consolidate all interest earned across accounts into a single, easy-to-use report, helping simplify tax reporting and compliance.
Partnering with Insignis has fundamentally improved how we manage the cash component within our clients’ pensions. The platform has helped us to significantly reduce time spent on manual administration. This efficiency allows us to focus more on delivering better outcomes for our clients. They now benefit from real-time visibility of their pension cash holdings, access to a broader range of savings products, and the ability to make more informed, timely decisions. Insignis isn’t just a platform, it’s a powerful tool that helps us optimise cash performance within pensions.
As a bespoke SIPP provider, cash has always been an important part of our clients’ investment strategy. When Insignis came to market, IPM was one of the first SIPP providers to start working with them. We could instantly see the appeal of their offering. For clients operating multiple accounts across different banks, often generating large volumes of paperwork, having all their cash deposits under one platform reduced the administrative requirements for all involved as well as allowing to view their holdings in one place. The added convenience of digital applications offers a streamlined account opening process, aligned to the requirements of the SIPP provider, enabling deposits to be placed quicker, leading to better client outcomes.
We have used the digital onboarding process for our pension clients and find the system easy and straightforward to use and are kept up to date every step of the application process and issues are resolved in a timely fashion.
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.
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.
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