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The future of client money management

An exclusive white paper on SRA alignment, real world adoption of TPMAs and practical steps firms can take now.

   Regulatory insight with clear SRA context

   Proprietary sector research and attitudes to client money

  Jargon free guides to TPMA and hybrid models

FCA regulated        £8bn+ securely processed        Trusted by the UK's top 100 law firms

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Inside the report

The legal sector is under increasing pressure to evolve how it handles client money. With rising regulatory pressure, increasing fraud risk, and growing operational overheads, many firms are asking: Is our current model still fit for purpose?

This white paper explores practical, compliant alternatives to traditional client accounts - designed to help firms reduce risk, improve efficiency, and maintain full control.

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What's covered

Ellipse 1 (1)  The strengths and hidden costs of traditional client accounts

Ellipse 1 (1)  What regulated alternatives look like and how they work

Ellipse 1 (1)  How firms are reducing risk and admin burden without losing control

Ellipse 1 (1)  Common myths debunked (e.g. “outsourcing means less visibility”)

Ellipse 1 (1)  Questions to ask internally before making changes

Ellipse 1 (1)  How Shieldpay supports firms with education, onboarding, and client comms

 

 

Why it matters now

Ellipse 1 (1)  The SRA’s direction is clear and expectations are rising

Ellipse 1 (1)  Firms must reduce risk and show compliance

Ellipse 1 (1)  Clients expect transparency and security in how their money is handled

 

 

 

What you will gain

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Exclusive insight

Access Shieldpay research and regulatory analysis you will not find elsewhere.

Frame 5 (1)
A clear roadmap

Steps to smarter client money management that your team can action.

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Reduced overhead

Practical tools that lower admin and liability without losing control.

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Competitive edge

Move early and show clients you take security and transparency seriously.

What's covered

Whether you're a sole practitioner or part of a top-tier firm, this paper offers practical insights to help you make informed decisions. If you:

Ellipse 1  Manage or oversee client money in-house

Ellipse 1  Are concerned about fraud, reconciliation, or compliance risk

Ellipse 1  Want to improve transparency and client trust

Ellipse 1  Are exploring ways to future-proof their operations

 

 

 

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Download your free copy

Enter your details for instant access. We will email you the white paper and a link to view online.

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Ellipse 1 (1)  Regulatory insight with clear SRA context

Ellipse 1 (1)  Proprietary sector research and attitudes to client money

Ellipse 1 (1)  Clients expect transparency and security in how their money is handled

About Shieldpay

FCA regulated and ISO 27001 certified, Shieldpay provides compliant payment solutions for the legal sector. Our TPMA model is trusted by top 100 UK firms to manage client money with confidence and control.