In partnership with 

How advisers can add value to clients by supporting them with cash

This event will provide an overview for advisers of the cash market, covering its size, key rates, and the impact of macroeconomic factors like base rates and inflation. It will explore the UK retail deposit market, adviser interactions, and the role of cash deposit platforms. At the end, we will introduce Flagstone, a platform offering innovative cash management solutions.

Learning Objectives:

• Summarise the key drivers behind retail cash deposit rates
• Specify the different ways clients can access cash deposit rates and the advantages as well as drawback to those
• Explain how advisers can add value to their clients by supporting them with cash

Speaker:

Stephen Bottomley, Partnerships Manager, Flagstone

Stephen Bottomley is part of the partnerships team at Flagstone, helping spread the cash savings message to our clients, via our referring partner network. He supports Wealth managers, IFA’s, Accountants, and other partners to utilise the Flagstone platform and introducer portal. Stephen has worked in the finance industry for over 20 years, with in-depth knowledge of the advisory business both here in the UK and internationally. He has experience in payments, e-money, cash management and spent many years working as an international advisor based in South East Asia.