Client Cash Management

Are you maximising the interest rate returns and the level of FSCS protection, to which you are entitled, on your savings? We would like to introduce you to a service provided by Deposit Sense a third party provider via our website.

The launch calculator will provide a portfolio based on your selected report criteria.  There will be an initial fee for the report and an annual access fee.

It is estimated that up to 80% of savings held on deposit are not being actively managed and are therefore not achieving as much as they could. This is just one of the many reasons why we now provide an introduction to a cash management service for our customers.

This service leaves full control and ownership of all savings 100% in your hands, and it will:

  • Create a better portfolio structure for your savings
  • Identify better and more suitable savings accounts
  • Facilitate the management of the accounts, and
  • Provide you with a secure online management system to help you keep track of your money.

From as little as £10,000 on deposit to any amount thereafter, the service can show you how to manage your savings to maximise the value you receive.

MOST IMPORTANTLY, with this service, your savings never leave your hands or your control. We simply provide the information and the completed documentation to allow you to access the best savings accounts available within the UK.

Using the online system makes the management of savings very simple and straightforward. All of the difficulties associated with finding the best rates, understanding which savings providers have the FSCS protection and completing the applications is removed.

What does the service do?

  • The service only uses savings providers situated within the UK and registered under the Financial Services Compensation Scheme.
  • The service helps you to structure the best savings portfolio for your requirements.
  • The service provides automatic reminders on account maturities.
  • The service maximises the level of FSCS protection that is available.
  • On request we can provide annual reviews on your savings as interest rates change and new offers become available.
  • On request we can provide annual reports detailing the performance of your savings and the best structure for your savings for the following 12 months.

Overall, you are always in control but we can assist you to achieve the best results.

All data and information including interest rates is provided and updated by Deposit Sense Ltd.

There will be an agreed monthly subscription for this service.

Please note that while this service is subject to normal contractual and legal requirements, it is not a regulated service under UK financial regulators such as FCA and PRA.