Insight and news

We explore how a laddered savings portfolio can help your clients grow and protect their cash while making you a trusted adviser.

We explore how interest rates have followed inflation fluctuations, and how current forecasts make Fixed Term savings accounts an attractive choice.

We explore the main themes creating uncertainty in the global economy, and why cash is a secure and competitive investment choice.

The Bank of England's rate cut in February 2025 appeared to signal a shift in monetary policy. What does this mean for cash and your clients' savings decisions?

Navigating different life stages and market changes in portfolios can be tricky – but with the right preparation and open communication, advisers set themselves up for an easier journey supporting their clients with expected and unexpected change.

66% of advisers now guide their clients’ decisions on cash. That’s a 21% increase in just three years. Here’s why. In fact, here’s five of them.

We're proud to feature in IFA Magazine, discussing the power of cash and how leveraging cash deposit platforms can provide advisers with a distinct competitive advantage.

The end of the tax year can be a busy time for financial advisers. But in the middle of all the scramble of paperwork and client requests for help, it also provides a golden opportunity to talk about maximising their cash potential.

In a digital-first world, investors demand 24/7 access and seamless control. Our report explores top trends in cash management tech to help advisers deliver exceptional client experiences.