The platform itself seems to work well so that we can shift savings easily to get the best interest rates and products. However the website is clunky and cannot be navigated as intended on a mobile... Voir plus
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Lisez les avis des autres
Pretty average. The site is not optimised to iPhone so is almost impossible to view unless you’re working through a desktop. Interest is added manually for some unknown reason which can take more tha... Voir plus
The people I spoke with were personable, extremely helpful and went above and beyond to make things happen in a stupidly brief time (my fault, not that of Insignis). Thanks.
I am an accountant so recommend Insignis to my clients. Myself and my clients have a dedicated contact - James - who is always on hand to answer queries and replies promptly. If a client needs any ad... Voir plus
L'entreprise a répondu
À propos de l'entreprise
- Société financière non banquière
- Service de finances alternatives
- Institution financière
- Conseil en investissement
Écrit par l'entreprise
Insignis is an award-winning cash savings platform that gives consumers, businesses, not-for-profit organisations & 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 55+ 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 has helped more than 15,000 advisers and businesses distribute more than £32bn in cash assets. In 2025, Insignis paid out £260 million in interest across all client types using, including £51 million paid out to not-for-profit organisations (schools, credit unions, charities etc). To find out more, visit https://www.insigniscash.com/
Coordonnées de contact
St John’s Innovation Centre, Cowley Rd, Milton, CB4 0WS, Cambridge, Royaume-Uni
- 01223 200674
- client.services@insigniscash.com
- www.insigniscash.com
4,4
Excellent
56 avis
Aucun historique récent de demande d’avis
Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai de plus d'un mois
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Insignis is an easy-to-use platform…
Insignis is an easy-to-use platform which provides a good range of deposit choices. The Insignis staff are helpful and responsive to questions. I highly recommended the Insignis platform.
11 mai 2026
Avis spontané
Réponse de Insignis
Dear Sheena,
Thank you for taking the time to leave us a review.
We're happy to hear your feedback on our platform being easy to use, and that you've found a range of accounts to meet your needs.
Thank you for recommending us.
Kind regards,
The Insignis team
Easy platform to use
Easy platform to use, staff very knowledgable and helpful when needed.
11 mai 2026
Avis spontané
Réponse de Insignis
Dear Gem,
Thank you for your review.
It's great to hear that you are finding our platform easy to use and your comments on our staff.
Kind regards,
The Insignis team
Excellent
Excellent service from Insignis which has brought an excellent investment income stream for our trust. Highly recomdended
8 mai 2026
Avis spontané
Réponse de Insignis
Thank you for leaving us a review.
It's fantastic to hear that you are seeing returns on the cash from your trust that you've placed with Insignis, and we're pleased to hear you've had excellent service.
Kind regards,
The Insignis team
Excellent portal and easy acccess
A super easy to use portal, with huge positive impact to your school, your trust and the sector in general. If you aren't using it, you must have excessive surplus funds! Get on it!
8 mai 2026
Avis spontané
Réponse de Insignis
Dear David,
Thank you for taking the time to leave us a review.
We're glad to hear that you've found our platform easy to use and that it's made a difference to your school.
Kind regards,
The Insignis team
Insignis - simple and effective treasury management
Insignis is such a flexible platform to use for us to manage our treasury management processes. Once the platform is set up it is easy to see the rates available to you and to move money from one institution to another. The set up process is also incredibly straightforward.
The online support from the team is second to none and makes resolving any questions or queries really straightforward.
Insignis has given us a flexible and manageable system to use to enable us to manage our cash placements.
7 mai 2026
Avis spontané
Réponse de Insignis
Dear Martin,
Thank you for taking the time to leave us a review.
It’s great to hear you’ve found Insignis to be flexible and effective. We're especially pleased to hear your positive feedback about our client success team when you've needed assistance.
Kind regards,
The Insignis Team
Simple and straight forward system
Simple and straight forward system to use. Recommended by the DfE.
7 mai 2026
Avis spontané
Réponse de Insignis
Thank you for your review.
We're happy to hear that you're finding the platform easy to use.
Kind regards,
The Insignis Team
The access Insignis gives to short-term…
The access Insignis gives to short-term easy access accounts at significantly higher interest rates than our main bank is important for us.
The system is easy to operate, and help and support easily accessible of needed.
7 mai 2026
Avis spontané
Réponse de Insignis
Thank you for taking the time to leave us a review.
We're really happy to hear you've been able to access easy-access accounts and that it's been easy for you to use the platform to generate higher interest on your cash holdings.
Kind regards,
The Insignis Team
Great customer service
Simple to use platform and extremely helpful and responsive support
7 mai 2026
Avis spontané
Réponse de Insignis
Dear James,
Thanks for taking the time to review us.
It’s great to hear that you've found our support team helpful when you've needed assistance.
Kind regards,
The Insignis Team
Simple and convenient for Academy Trusts
A very easy to use platform and customer support is great. Saves lots of time moving money around different accounts in different platforms. A great one stop shop
6 mai 2026
Avis spontané
Réponse de Insignis
Dear Terrie,
Thank you for leaving us a review.
We're really glad to hear you find us a good fit for an Academy Trust such as yours and that you're finding it saves you time when you are managing your cash holdings.
Kind regards,
The Insignis Team
I used to recommend Insignis - not anymore
There was a time that I would recommend Insignis (and did on many occasions) however their service levels have fallen and they have failed to keep up with their competitors. Their charges are high, they no longer get access to the best rates, they don’t offer notifications when accounts mature or when funds become available, there is no app available, no message or contact information available on the customer portal and they take days to release the money. I’ve removed a considerable amount of cash over the course of the last year or so and either they haven’t even noticed or they just don’t care. By the end of the year, my last fixed bond will mature and I will close my account for good. I doubt Insignis will even send me an email
28 avril 2026
Avis spontané
Réponse de Insignis
Dear Geoff,
Thank you for sharing this, and for the support you've given us in the past. It's disappointing to read that your view has changed, and we don't want to set that aside lightly.
Our Client Services Manager has been in touch by email and phone since your review to discuss the specific points you've raised. We continually look to make improvements to our operating systems and processes, and feedback like yours helps shape our priorities. We'd be happy to share more on where we're heading.
On rates and fees, we'd offer a slightly different perspective: our panel is reviewed regularly against the wider market, and we remain confident in the combined return our clients receive net of fees. This said, we'll keep testing ourselves on it.
If you'd like to talk further before your final bond matures, our Client Services team is available Monday to Friday, 9am–5:30pm, on 01223 200674 or client.services@insigniscash.com.
Kind regards,
The Insignis Client Services Team
Insignis is a game changer
Insignis has been a game changer for us as a charity. It is by far most straightforward way to invest reserves and get them working for the good of the charity. What's more, the customer service is brilliant - you phone, you are quickly connected with one of the team and their advice is always spot on. The online platform itself is so easy to use and provides all the information you need to keep track of every investment. We can't recommend it highly enough!
31 mars 2026
Avis spontané
Réponse de Insignis
Dear Richard,
Thanks for taking the time to review us.
It’s brilliant to hear Insignis is helping you put your charity’s reserves to work. We're proud to support you and your work, thank you again.
Kind regards,
The Insignis Team
Incredible Customer Service
The customer service at Insignis is honestly the best I have ever experienced. I had a very stressful issue connected to a property purchase recently and rang to ask for help accessing my money quicker than expected. Both the women I spoke to were polite, kind, understanding and beyond helpful. They went above and beyond to help me and even rang me back to let me know as soon as they had. They are genuinely kind and willing to help which is honestly so unusual these days. It was such a comfort to get through to a real person at a UK call centre within minutes and receive such personal service. They are literally the opposite of 'computer says no', which was a huge relief during a very stressful time. I can't thank them, or recommend them, highly enough. Thank you so much to both the ladies I spoke to. Also, the platform is great and really easy to manage :)
25 février 2026
Avis spontané
Réponse de Insignis
Dear Sophie,
Thanks for posting this, we're proud to hear our Client Services team supported you so well during a time‑sensitive property purchase. And we hope to keep supporting you through other big life events!
Kind regards,
The Insignis Team
We have recently started using Insignis…and so far so good!
We have recently started using Insignis with our clients and have had a very good experience with both the portal and support services. Onboarding is seamless and quick to complete with clients which is always a benefit.
5 février 2026
Avis spontané
Réponse de Insignis
Dear Adam,
Thank you so much for taking the time to share your feedback.
We work hard to ensure that onboarding is a positive experience and it is great to hear that onboarding has been smooth for you and your clients. We're really glad to be supporting your clients with their savings management.
Kind regards,
The Insignis Team
Loving using Insignis
The portal is easy to use, our BDM Sam is great at responding and jumping on calls with us and clients. The rates and communication is good as well. Overall its been a win for us and our clients.
24 janvier 2026
Avis spontané
Réponse de Insignis
Dear Sarah,
Thanks for your kind words.
We’ll share your note with Sam, and are glad that the support we offer has been quick and practical.
Kind regards,
The Insignis Team
As a financial advisory firm
As a financial advisory firm, we use Insignis Cash for our clients and have been very impressed. The onboarding process is smooth, the team is easy to contact, and they are quick to help when needed. We also value the transparency of their products, which supports us in delivering a high-quality service to our clients.
22 janvier 2026
Avis spontané
Réponse de Insignis
Dear Shanice,
Thank you for taking the time to leave us a review.
We work hard to ensure that onboarding is straightforward. We are delighted to read how smooth onboarding is for you and your clients. Thanks again for choosing Insignis.
Kind regards,
The Insignis Team
We recommending Insignis to our clients
We have been recommending Insignis to our clients for over a year now with no complaints at all.
It is easy to set up the account on behalf of our clients and communication with the team at Insignis is clear and friendly. The concept of building a portfolio of savings accounts at market leading rates without having to move funds in and out of different institutions is great.
22 janvier 2026
Avis spontané
Réponse de Insignis
Dear Chris,
Really appreciate you sharing this feedback.
Great to hear the rates and the overall experience are delivering what you need. We really value your support, thank you.
Kind regards,
The Insignis Team
Fabulous idea in principle BUT....
Fabulous idea in principle but the reality is a a very clunky service and painfully slow action times.
Eg: withdrew a large amount of cash from one of my instant access accts with them, there is no record of it on their platform, other than my my gross total includes the amount. Its somewhere in the either. Not good enough.
My advice: take note of these TP reviews, and check out the competion which score a lot higher than Insignis, for which there is a good reason.
13 janvier 2026
Avis spontané
Réponse de Insignis
Dear Robert,
Thank you for taking the time to write this, and for recognising the underlying proposition.
For easy access products, our standard timeframe is to have funds back in your Insignis account by the next business day; this allows for funds to be returned by your chosen bank, reconciled, and checked for accuracy before they appear on your hub account.
We continually look to make improvements to our operating systems and processes, and the specific issue you describe is something we'd like to investigate directly.
If you'd like us to look at what happened on your specific withdrawal, please contact our Client Services team on 01223 200674 or client.services@insigniscash.com, Monday to Friday, 9am–5:30pm.
Kind regards,
The Insignis Team
48hrs and still no confirmation of receiving funds!
Recommended by my financial advisor, their admin and communication is terrible, I transferred funds that left my bank and 48 hrs later I have NO notice of funds arriving at Insignis, so as it stands with no email response from Insignis I have no idea where my funds are... In this time of frauds that is a very uncomfortable feeling!
9 janvier 2026
Avis spontané
Réponse de Insignis
Dear David,
Thank you for sharing this. Being uncertain about where transferred funds are sitting is understandably uncomfortable, particularly given the fraud environment you mention.
Our Client Services team contacted you on the next available- working day, by phone and email, to confirm that your funds had been received and were available to place into your chosen product.
Insignis is a savings platform offering access to multiple banks and building societies, so funds move between us, oand our banking partners and your bank and are reconciled and verified before being reflected in your account. This is different from a single-bank platform, where transactions sit within one system, and can mean a short delayup to one working day before a new deposit is allocated to your account.visible.
We continually look to make improvements to our operating systems and processes, and improving transparency around where funds sit during this process is a focus for us.
If anything else is outstanding, please contact our Client Services team on 01223 200674 or client.services@insigniscash.com, Monday to Friday, 9am–5:30pm.
Kind regards,
The Insignis Team
A worryingly low level of audit trails & reconciliations
A good idea in principle, let down by clunky processes and lack of automation/integration.
I've withdrawn all my money from them as I've lost faith in the integrity of their business. It's very difficult to reconcile movement across accounts and their reports are inaccurate, which makes it even harder.
I found an error in one of their reports and queried it with them. They apologised and got the report changed. What worries me about this is a lack of control in the first place, and lax processes.
It appears as if there's a lot of manual back office work to keep things in order. One wonders how easy it might be for things to get badly out of control, or for someone to manipulate accounts for personal gain?
Be careful!
16 avril 2025
Avis spontané
Réponse de Insignis
Dear Martin,
Thank you for raising this so clearly. Concerns about accuracy, reconciliation, and controls are serious ones, and I understand why finding an error would undermine your confidence.
We have extensive reconciliation controls in place around the protection of client funds. Historically, certain steps between our back-office ledger and the client view on the platform involved manual handling, and those steps have since been moved into automated processes, reducing the scope for the platform to produce an inaccurate report.
The error you identified was corrected once flagged, but it should not have reached you in that state, and I'm sorry that it did. As an FCA-regulated firm, the integrity of our records is fundamental, and feedback like yours is exactly what drives us to harden our processes further.
More recently we have launched updated statements on the client platform, which clients have told us make reconciling across accounts considerably more straightforward — directly addressing one of the points you raise.
If there is anything outstanding you'd like to discuss, please contact our Client Services team on 01223 200674 or client.services@insigniscash.com, Monday to Friday, 9am–5:30pm.
Kind regards,
Sarah F
Head of Client Services, Insignis
Not impressed at all
Not impressed at all. We invested over £600,000 of my late mother's money. After she died, several of her investments matured and were held in the hub account, earning no interest. Also, the FSC guarantee was no longer valid as all the money was being held by Insignis! I complained and finally they offered a solution. Of all the investments requiring grant of probate, Insignis were 2 weeks later before releasing funds. Now they sat it will take until 10 June to close the account. Avoid them if possible!
13 mai 2025
Avis spontané
Réponse de Insignis
Dear Mark,
Thank you for sharing this, and please accept our condolences on the loss of your mother.
We have been in contact with you directly following both your complaint and this review.
If there is anything further you would like to discuss, please contact our Client Services team on 01223 200674 or client.services@insigniscash.com, Monday to Friday, 9am–5:30pm.
Kind regards,
The Insignis Team
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