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

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.
What's covered
The strengths and hidden costs of traditional client accounts
What regulated alternatives look like and how they work
How firms are reducing risk and admin burden without losing control
Common myths debunked (e.g. “outsourcing means less visibility”)
Questions to ask internally before making changes
How Shieldpay supports firms with education, onboarding, and client comms
Why it matters now
The SRA’s direction is clear and expectations are rising
Firms must reduce risk and show compliance
Clients expect transparency and security in how their money is handled
What you will gain
Access Shieldpay research and regulatory analysis you will not find elsewhere.
Steps to smarter client money management that your team can action.
Practical tools that lower admin and liability without losing control.
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:
Manage or oversee client money in-house
Are concerned about fraud, reconciliation, or compliance risk
Want to improve transparency and client trust
Are exploring ways to future-proof their operations