A range of products and services 
tailored for our members 

Member services available with Libertatem 

Lockton Companies 
Professional Indemnity Insurance 
Lockton are currently offering Libertatem members an exclusive PI brokerage deal. 
This relationship is both a commercial and a strategic alliance for Libertatem as we now have access to considerable market and political research through this relationship. 
Cascade Cash Management 
The smart way to put client funds on deposit 
Cascade have developed a unique cash management proposition that allows clients to optimize a cash portfolio that will improve returns on large cash deposits, and provide greater protection whilst still giving clients compete control over liquidity parameters, according to individual preference. 
Once the client’s needs have been agreed upon, Cascade will identify the best combination of accounts in the marketplace and take on the administrative burden of opening the relevant bank accounts. 
The fee-based cash management service is totally independent and monitors over 125 institutions on a daily basis. Through Cascade, clients only ever hold direct accounts in their own name and each portfolio limits exposure to FSCS limits, ensuring all capital held on deposit is fully covered. 
Providing easy access and full reporting, Cascade offers full transparency and constantly monitors the market for the best deals and exclusive rates. 
The system takes the headache out of placing large lump sums in various deposit accounts and allows clients to easily identify the best option for them and their investment. It also removes the hassle of opening multiple bank accounts. 
The Cascade Cash Management service costs just £90 (+VAT) per month and gives advisers a 0.15% annual return on all funds deposited. Cascade have also agreed to give Libertatem Services a further 0.015% as part of our strategic alliance. 
For more information on what Lockton can offer you and your clients , visit www.lockton.uk.com or email: libertatem@lockton.uk.com 
For more information and to arrange a demonstration on how Cascade can benefit you and your clients, please email: surish.pal@cascade.co.uk 
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