Benchmark Capital partners with Insignis to expand adviser access to cash management solutions and improve client outcomes

Benchmark Capital partners with Insignis to expand adviser access to cash management solutions and improve client outcomes

(IN BRIEF) Benchmark Capital, part of the Schroders Group, has formed a partnership with Insignis to provide advisers with enhanced cash management solutions for their clients. Through Insignis’ platform, advisers can access savings products from more than fifty banks and building societies, with streamlined onboarding and built-in KYC and AML compliance. The collaboration supports simple and complex client needs, including trusts and pensions, with Benchmark offering co-branded materials and lower minimum thresholds. Benchmark CEO Ed Dymott said demand for cash management is growing rapidly, while Insignis Chairman Giles Hutson emphasized that greater oversight of cash holdings creates opportunities for broader financial planning conversations. The partnership enhances adviser efficiency, reduces risk, and ensures clients benefit from competitive savings rates through an adviser-led approach.

(PRESS RELEASE) LONDON, 20-Aug-2025 — /EuropaWire/ — Benchmark Capital, a Schroders Group company and leading provider of financial planning solutions, has entered into a new partnership with Insignis, the award-winning cash management platform. The collaboration will enable Benchmark advisers to offer clients a broad range of savings options, delivering enhanced risk management, improved returns, and greater transparency in managing client cash.

Through Insignis’ platform, advisers and their clients gain access to over fifty banks and building societies via a single, streamlined onboarding process. Insignis’ adviser-only model ensures clients benefit from competitive rates without a direct-to-consumer channel, while also reducing administration for advisers. Importantly, the platform handles all Know Your Client (KYC) and Anti-Money Laundering (AML) requirements, allowing advisers to focus on strengthening client relationships.

The partnership extends to more complex cases, including trusts, pensions, and Power of Attorney arrangements, with Benchmark offering co-branded illustrations and reduced minimum investment thresholds. This will allow advisers to better support clients in a variety of financial scenarios while improving efficiency.

Ed Dymott, CEO of Benchmark, commented: “Cash management has become an increasingly important part of financial planning, helping clients manage liquidity, protect assets, and ensure cash holdings remain secure. We have already seen strong adoption of the Insignis service, reflecting growing demand for these capabilities. By integrating Insignis’ technology further into our adviser toolkit, we can deliver an even more seamless experience, strengthen adviser-client relationships, and provide a more complete proposition. We are excited to grow this collaboration with Giles and his team.”

Giles Hutson, Chairman of Insignis, added: “Our mission is to provide advisers with full oversight of their clients’ cash holdings, reducing risks, improving yields, and ensuring liquidity is effectively managed. This visibility also opens the door to wider client conversations, particularly as changes to inheritance tax rules have driven greater demand for trust accounts. Partnering with Benchmark allows us to expand these benefits across a wider network of advisers and their clients.”

The collaboration underlines Benchmark’s commitment to supporting advisers with best-in-class tools and services, while reinforcing Insignis’ role as a leading innovator in the growing cash management market. Together, the firms will deliver scalable solutions that enhance adviser capabilities and provide clients with improved outcomes for managing their cash.

About Benchmark

As an award-winning wealth management business, we empower advisers throughout every stage of their business lifecycle, starting-up, running efficiently, growing successfully, and planning a smooth exit. We’ve also been helping individuals find peace of mind for over 30 years, through our own financial planning business.

Headquartered in Horsham, West Sussex, Benchmark has £20 billion of assets on its proprietary platform and £6 billion in model portfolio solutions on behalf of over 1000 financial advisers (as at 30.06.25) and employs over 550 staff.

Issued by Benchmark Capital Limited, Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621

www.benchmarkcapital.co.uk/en-gb/uk/local

Benchmark Capital Limited is part of the Schroders plc Group

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with £776.6 billion (€906.6 billion; $1064.2 billion) of assets under management at 30 June 2025. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 5,800 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.

Schroders’ success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.

Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.  For regular updates by e-mail please register online at www.schroders.com for our alerting service.

About Insignis

Insignis is an award-winning cash management service that gives consumers, businesses, not-for-profit organisations and institutional customers access to market-leading savings rates, allowing them to deposit cash across multiple accounts to diversify risk and optimise returns.

Insignis has partnered with 50 banking institutions enabling advisers, finance and treasury teams to access up to 3,500 products through a single hub account.

Founded in 2017 and authorised and regulated by the FCA since 2018, Insignis Cash has helped more than 14,000 advisers and businesses distribute more than £32bn in cash assets. In 2024, Insignis paid out £195m in interest payments to clients.

Insignis Cash is founder-owned, with a team of 140 engineers, operations, customer support and risk colleagues based in London and Cambridge. To find out more, visit https://www.insigniscash.com/

Media Contacts:

SOURCE: Schroders