CPD-ACCREDITED WEBINAR 

 1 HOUR CPD

In the UK, over £526 billion sits idle in zero-interest current accounts, costing HNW clients tens of thousands in lost interest each year and exposing balances above the £85,000 FSCS limit.

Our CPD-accredited, 45-minute webinar, The strategic role of cash in client portfolios, aims to discover how to turn that passive cash into a strategic asset. In this session, we’ll show you how to:

• • Navigate today’s economic landscape — See how rate changes, inflation and market swings affect client cash positions.

  • Protect and diversify large balances — Use multi-bank platforms and simple diversification to keep deposits fully covered and accessible.

  • Unlock better returns and build trust — Apply tiered access strategies (instant, notice, short-term) and competitive deposit solutions to boost yields and reinforce your advisory value.