In this latest Working Lunch from Professional Adviser, Mert Cakir - Account Relationship Manager and Stephen Bottomley - Partnerships Manager shared their views on how advisers can add value to clients by supporting them with cash.
During this digital event recorded on 5 June, Mert Cakir and Stephen Bottomley from Flagstone discussed how advisers can better support clients and add value by facilitating access to cash platforms.
The event provided an overview for advisers of the cash market, covering its size, key rates, and the impact of macroeconomic factors like base rates and inflation. We explored the UK retail deposit market, adviser interactions, and the role of cash deposit platforms.
In this session, we covered:
- The key drivers behind retail cash deposit rates
- Discussed the different ways clients can access cash deposit rates and the advantages as well as drawbacks to those
- Explain how advisers can add value to their clients by supporting them with cash
