Insignis Cash
Sarah Smith has extensive experience in account management and client relationship roles within the financial services sector, currently serving as Account Director at Insignis Cash since August 2021, focusing on pensions. Prior positions include Regional Account Manager at Nucleus Financial, where collaboration with adviser partners was essential for asset planning and business relationship management. Sarah has held various roles at Serenity Financial Planning Ltd, Royal London, and Aegon, where responsibilities included project implementation and consulting on pension solutions. Early career experiences include positions at AXA Wealth, Park View Financial Services, and The Oval group, establishing a strong foundation in financial consultancy and account management.
Insignis Cash
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Overview At Insignis Cash we take the time that our clients don’t have to manage the money they have held in Savings and Deposit Accounts. Insignis Cash offer active management of cash deposits so that clients receive improved return on their cash holdings. We deliver bespoke solutions that balance each client’s individual priorities for return, liquidity and security. The savings market is dynamic and subject to continual economic shifts, making interest rate monitoring a particular challenge. Insignis monitor the whole savings market to deliver bespoke solutions for Businesses, Charities, Public Sector bodies, Trustees and Individuals with a minimum deposit of £50,000. Our Digital Banking Network provides a single interface to multiple banking partners and leading products with all savings products considered. Personal service plus 24-hour online access ensures a dedicated client experience along with independent web access and transparency. The Savings Environment Even several years after the credit crisis we continue to live with record low interest rates. Although rates are generally expected to rise there is a lot of uncertainty over how far and fast that will happen. This leaves individuals and organisations with record low returns on their savings, and other cash deposits, affecting income, choices and opportunities.