Year: 2020

  • Help your clients maximise savings in wake of NS&I rate cuts

    Help your clients maximise savings in wake of NS&I rate cuts

    With NS&I rate cuts in effect as of 24 November, we discuss an available savings alternative for customers.   One of the largest savings organisations, NS&I, has slashed their rates by more than 99%, dropping their top easy-access rate to just 0.01%. This is part of a wider set of cuts across their variable rate…

  • NS&I to slash saving rates | How Insignis Cash Solutions can help

    NS&I to slash saving rates | How Insignis Cash Solutions can help

    National Savings & Investments (NS&I) have announced that they will slash interest rates in November and cut the Premium Bonds prize fund a month later. Direct Savers with NS&I will receive a cut in rates from 1% to just 0.15%, whilst those with Income Bonds, which have been offering market-leading instant access rates, will see…

  • Cash is a conversation starter

    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

    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

    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.

    “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

    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…

  • Business Development with Accountancy Partners

    Business Development with Accountancy Partners

    The Insignis service represents a great business growth tool for IFAs looking to improve referral levels and increase business from their clients in the accountancy sector. We’re happy to present our product alongside our IFA partners, so contact us today to find out how Insignis can support you in growing your practice. Shoretail Finance is…

  • Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time. 

    Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time. 

      Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time.  Moneyinfo, the client portal and mobile app provider for advisers’ and wealth managers, is now offering live access to active cash balances managed on the Insignis Cash Management platform. This will be the first time actively managed cash balances can be displayed via…

  • Insignis: PAM Award Winners 2020

    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.…