In this episode of the Transact Podcast, host Andrew Cullen-Jones is joined by Jane Isaac (Chief of Platform Custody Operations) and Stuart Fleat (Head of Distribution) to explore the role of cash in financial planning. They discuss why cash matters, how it’s managed on platform, and the different options available to advisers —from platform cash accounts and term deposits to money market funds and cash hubs.

The team also touches on interest rates, regulatory scrutiny, FSCS coverage, and operational resilience.

A practical and eye-opening conversation for advisers looking to make the most of cash in client portfolios.

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For adviser use only.

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.