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Waiter carrying a tray of cash

The Deposit Sense Effective Cash Management
Objectives and Case Studies

Objective 4

Produce more regulated business by investing more or utilising additonal interest rate payments for other financial planning needs

Objective 5

Obtain full disclosure of all cash assets to produce more regulated business

Objective 6

Build better relationships with Accountants and Solicitors by helping their Clients to Maximise and Protect the Value of their Cash



The Core Objectives for Helping your Clients Manage and Protect the Value of their Cash

Objective 1

Take control of all of your clients' asset values because poor performing cash damages the value of strong performing investments

Objective 2

Remove the influence of other advisers that work for banks, building societies or other cash management providers, who are motivated to keep clients in cash

Objective 3

Obtain more referrals from accountants and solicitors to mitigate the risk associated with unprotected cash for their cash rich clients

Case Studies
Case Study 1
£670,000 held on deposit was identified after introducing Cash Management to the Client

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Case Study 2
Client had £800,000 held on deposit and was not interested in any form of investment

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Case Study 3
£1.3 million on deposit disclosed after the introduction of Cash Management

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Case Study 4
£1.2 million client obtained after introducing the Cash Management proposition

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Just by understanding the value of their cash, some other things have changed with both the Client's and the Financial Adviser's attitude and behaviour:

  • The client's attitude to risk changed
  • The client's capacity for loss changed
  • The Financial Adviser treated his clients fairly
  • The Financial Adviser demonstrated they are managing their conflicts of interest better
  • All the clients been given more information with which to make their financial planning decisions
  • The Financial Adviser met his Consumer Duty requirements more effectively