Manage Client Cash

Everything we do is about giving you the flexibility to deliver your proposition, your way, whatever the needs of your clients.

Whether it’s to pay fees, take income or investing to meet different goals and objectives, managing client cash plays a central role in just about everything.

Cash Management

Cash management can be essential for meeting individual suitability at any stage of a client’s journey. But it’s particularly relevant for your retirement proposition, where clients will be most reliant on income. As part of our commitment to choice and flexibility, we’ve introduced more options to ring-fence your clients’ cash on an account-by-account basis, in the way most appropriate for them.

Cover fees and charges by setting aside cash, rather than including it in a model portfolio
Allocate income payments and protect from rebalances
Or you can still use a model portfolio to automatically top up a cash account

Related content

2022 CRP Research Report

Our third annual CRP report, researched for us by NextWealth. 

To what extent are adviser firms across the UK choosing to ‘centralise’ their retirement advice process? What elements feature (and don’t feature) in a CRP? What are proving to be the benefits of centralisation? And how is a balance between process centralisation and client personalisation being struck?