Mar 02 2023 27 mins
How does cash implement people's retirement plans? In today's episode, Roy Thompson speaks with Nick Lacey, Head of Sales at Insignis Cash Solutions on how cash savings can affect your plans for retirement in later life, challenger banks, and common shifts in attitudes towards cash savings.
Highlights in this episode:
● How does cash savings impact your retirement plans?
● The change in attitudes towards peoples cash
● Challenger banks - what are they?
More about our guest:
Nick Lacey has a wealth of experience in the financial industry. Before working with Insignis Cash Solutions, Nick has worked in banks, life assurance, having spent the last 2 years at Nomura and before that holding senior position at Bank of America, Merrill Lynch and Citibank. Nick currently continues to provide cash savings solutions to individuals, companies and charities.
Connect with Nick on LinkedIn
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Carpenter Box Financial Advisers provide an integrated financial and tax advice service. Our experienced and award-winning financial advisers work very closely with our professional tax advisers at Carpenter Box to provide a fully comprehensive wealth management solution.
We work with individuals, business owners and professionals throughout the various stages of life. Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs. Get in touch with us today.