Enable your clients to protect and grow their pension savings
Provide comprehensive financial support and enable your clients to manage their retirement cash savings effectively, optimising investment returns, and increasing their bank diversification.
Insignis Cash is a cash management platform helping you enhance and safeguard your clients' pension cash.
Our award-winning platform empowers Pension Providers, Financial Advisers, and Professional Trustees with direct access to interest-bearing accounts compatible with SIPP and SSAS offerings from multiple banks.
With Insignis Cash, your clients gain exclusive access to premium products while enjoying the convenience of a single application process. We handle all due diligence, KYC, and anti-money laundering checks for the Pension scheme and its members on behalf of the banks, saving you from additional administrative work.
Say goodbye to tedious paperwork and countless hours searching for the best savings accounts across different banks.
We are dedicated to offering our partners the best solutions for their clients’ cash management and pension needs.
Trusted partner
Thousands of financial advisers, wealth managers, accountants, and other financial institutions rely on our platform to improve returns on their clients’ cash savings.
Single sign-up
With Insignis Cash, a client goes through a single application to provide them with access to range of banks catering to pension funds. Become a pension partner to unlock the cash potential for your clients.
Exclusive and market-leading rates
We offer direct access to competitive rates from multiple banks and a variety of deposit accounts to meet your clients’ pension liquidity needs.
Effortless savings management
Choosing new bank accounts is simple: you can easily filter available accounts based on liquidity requirements or bank preferences and allocate pension funds in a few clicks.
Reduced counterparty risks
Minimise risk and diversify your clients’ pension cash by spreading it across multiple bank accounts. All UK banks are under the Financial Services Compensation Scheme (FSCS).
Friendly support
Our UK based Client Services team are on hand to assist you with client applications and provide training on how make the most of our user-friendly platform.
Top Rates
See how much your client could be earning today
Rates are correct on the Insignis Cash Platform as of 7 Aug 2024. Rates are subject to minimum and maximum deposit size. Pensions refers to SIPP and SSAS products. Availability of products will vary depending on the client type.
How it works - A straightforward service that will save you time
Attract new clients and enhance your proposition by offering the Insignis Cash solution for your pension cash.
Become a partner
Open an account for your clients’ SIPPs or SSAS at no cost
Access savings products from a range of banks and building societies
Place, withdraw, and re-invest funds as often as required
We are trusted by many of the UK’s leading Pension Providers and Financial partners.
Robbie Hubbard Hottinger
Insignis Cash is a fantastic cash management solution. As a Relationship Manager, it adds value to our Family Office proposition and allows easy access to the leading deposit rates across a wide range of product providers. You also have the peace of mind should your client’s main objective be to protect their cash with the option to maximise the FSCS protection. The platform is very easy to use for both client and adviser with the comfort of knowing the Insignis team are only a phone call away.
John Baxter True Wealth Group
We take our clients’ cash management very seriously and are as deliberate in this area as we are with their wider wealth. We have worked with Insignis on this area for a number of years to achieve a better balance between Access, Interest Rate and FSCS protection for our clients. The platform is easy to use, transparent and empowering for clients and their planners. The team at Insignis are also very responsive and great to work with.
Nick Fox AF Estates Ltd
The Insignis Cash platform provides a simple yet effective way to manage SME cash balances. Whilst the technology works extremely well, it’s reassuring to know they are able to complement this with professional and knowledgeable human resource should this be required. Do try it out – you’ll not be disappointed!
Peter Rufus Helpful Hounds Assistance Dogs
Helpful Hounds Assistance Dogs was delighted with the service and terms that we received from Insignis Cash when setting up our Savings Accounts. The personal help and information we received when making our choice of providers was invaluable. Added to that, the method of applying for accounts using a single form, together with the ease of transferring the money, made the whole process straightforward.
Mike Barry First Rate Credit Union
I looked at several cash management platforms before settling on Insignis Cash. It was clear that they were easy to work with, very responsive, and had done some research on credit union needs. We can now quickly and easily spread our risk, investing our excess funds for maximum return without the hassle of dealing with multiple banks and deposit takers.
Lisa Hughes River Learning Trust
Before Insignis Cash, we spent a great deal of time filling in endless forms, getting together the right signatories, and researching where to place our funds - during which time the markets might well have moved. Signing up with Insignis has done away with all of that, and we are able to place funds in a matter of minutes, with no additional forms to complete. We have access to the best rates, and choose only from institutions that meet our investment policy.
Executive Advisory Services
The Insignis Cash team is absolutely brilliant. I would describe the Client Services team as superstars!
Chadwicks IFA
My client reported how helpful Insignis has been. It’s a pleasure to share this as Insignis Cash is always helpful to both of us!
Gary Jackson Gravita LLP
Easy to use platform with “real person” support if needed. I have recommended Insignis Cash to many clients as well as using it myself. The multi-currency option is so useful for those who do not want to convert until it suits them.
Become a partner
Join the many Pension Providers, Financial Advisers, and Wealth Managers who trust Insignis Cash to manage their client’s cash.
