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Mar 06, 22 (Updated: Oct 15, 22)

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1. Nucleusfinancial.com
Outspoken Singapore 2 years ago

Nucleus Go

https://nucleusfinancial.com/client-home/nucleus-go

We're working hard to improve our communications with you, and Go gives you better online access to your investment portfolio. The functionality allows you to ...

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2024-04-21 05:08:50 200 0 Page Active
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2. Comparetheplatform.com
Informed 1 year ago

Nucleus - CompareThePlatform

https://comparetheplatform.com/platform/nucleus/

Nucleus is an advised platform created, in 2006, upon the realisation that pensions and investment products were not as flexible as they could be.

3
1
3. Jameshay.co.uk
Legendary 1 year ago

Nucleus Financial acquisition - James Hay

https://www.jameshay.co.uk/nucleus-financial-acquisition-inv/

This deal creates one of the leading, independent, adviser platform groups in the UK with over £47 billion of AUA (as at 30 June 2021). We see this as a coming ...

4
1
4. Pensionsage.com
Curious 1 year ago

FCA approves James Hay's £145m acquisition of Nucleus

https://www.pensionsage.com/pa/FCA-approves-James-Hay-s-145m-acquisiti...

Pensions Age editor Laura Blows explores the bulk purchase annuity market with Standard Life, Head of Bulk Purchase Annuities, Justin Grainger.

3
1
5. Novia-financial.co.uk
Informed 1 year ago

Novia Financial - Home

https://www.novia-financial.co.uk/

Click for adviser login · Adviser Zone · Click for Investor Zone ... COVID-19 · ORIGO for pension transfers · Investments List · Corporate Actions ...

1
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6. Paradigm.co.uk
Guru 1 year ago

Nucleus - Paradigm

https://www.paradigm.co.uk/compliance/strategic-partners/Nucleus.html

From day one, the Nucleus wrap will allow clients to run the following 'tax wrapper' accounts: Isa, Pension, Offshore Bond, Onshore Bond, and of course an ...

3
1
7. Moneymarketing.co.uk
Guru Hartlepool, United Kingdom 1 year ago

The Morning Briefing: James Hay to become Nucleus - Money ...

https://www.moneymarketing.co.uk/news/the-morning-briefing-james-hay-t...

James Hay becomes Nucleus Whenever a big deal happens there can be the ... calling on UK pension schemes to spur a UK “investment big bang” ...

6
1
8. Citywire.com
Curious Tunis, Tunisia 1 year ago

James Hay defends FNZ replatforming plan post Nucleus deal

http://citywire.com/new-model-adviser/news/james-hay-defends-fnz-repla...

James Hay has defended its partnership with FNZ after the platform and pensions provider said it will likely migrate Nucleus' assets and ...

4
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9. Ftadviser.com
Populist North Carolina, USA 1 year ago

'I've been with Nucleus 14 years — here's why I might leave'

https://www.ftadviser.com/investments/2021/02/12/i-ve-been-with-nucleu...

An advice firm which has worked with Nucleus since the platform s ... For Bespoke IFA, the medium-term plan to migrate Nucleus users to FNZ ...

5
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10. Brewin.co.uk
Announcer Bengaluru, Karnataka, India 1 year ago

Managed Portfolio Service | Brewin Dolphin

https://www.brewin.co.uk/intermediaries/our-services/managed-portfolio...

A management fee of 0.2%. Underlying fund charges vary but are low cost. No dealing charges on Aegon, Aviva, Fusion, James Hay, Novia, Nucleus, Standard Life ...

7
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11. Laplayainsurance.com
Organizer Oslo, Norway 1 year ago

One Nucleus Pension Portal - La Playa: Insurance

https://laplayainsurance.com/wp-content/uploads/2019/12/Pension_Portal...

One Nucleus. Pension Portal ... Pension auto-enrolment is well and truly here - but are you ready ... Phase One: Review & Plan. Minimum Fee*.

0
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12. Proactiveinvestors.co.uk
Announcer Algeria 1 year ago

Nucleus Financial Group PLC (LON:NUC) Share Price | RNS ...

https://www.proactiveinvestors.co.uk/LON:NUC/Nucleus-Financial-Group-P...

Nucleus was created in 2006 by a group of seven adviser firms who saw that pensions and investment products weren't as flexible as they could be.

4
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Frequently Asked Questions

How safe is Nucleus Financial?

Your security
We are authorised and regulated by the Financial Conduct Authority (FCA). In line with the FCA's rules, we hold your assets in separate accounts and investments. This means they're completely independent from Nucleus and therefore protected from anything that might happen to us as a company.

What does Nucleus financial do?

What do we do? We provide a fully independent wrap platform with access to a wide range of tax wrappers and an open architecture approach to investments. The platform allows you to combine all of your clients' assets into a single, manageable online account.

What is a Nucleus pension?

The Nucleus Pension account is a self-invested personal pension (Sipp) with accumulation and decumulation options, which means you can easily adapt it to your client's lifestage. ... We also offer pension-specific tools on the platform.

What is the Nucleus wrap?

The Nucleus wrap allows you to combine, or wrap, all of your clients' investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently.
Is Post Helpful?

Recent Tweets By nucleuswrap

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2023-01-17 09:09:59
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@nucleuswrap 2023 offers an opportunity to construct portfolios using a broader range of investment vehicles that can more closely match a specific client outcome says Claire Bennison on today’s #illuminate https://t.co/L54CBqyXgA
2023-01-16 03:31:32
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@nucleuswrap Financial planning award winners @BeckettsFs share five ways they provide exceptional customer service in today’s illuminate https://t.co/WHcF0Hmvn1
2023-01-10 09:02:59
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@nucleuswrap Predicting what might happen next might seem crazy in the current climate, but there are ways to anticipate the future, to minimise potential stress and maximise the opportunities says Bruce Ely-Johnston of Advice Bridge, in our first illuminate of 2023. https://t.co/Rx4owdFOsJ
2023-01-09 09:00:59
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@nucleuswrap cc @mantaromoney @Tom_SkinnerBC @AlanJSmith @GroupVerve @simonnegnessen @consult_para @HUMconf 🙌🏼 https://t.co/0rQwc95J1q
2022-12-21 09:28:12
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2022-12-21 00:00:00
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@nucleuswrap A new regime in policy and market behaviour is unfolding which investors need to understand if they are to find the best opportunities and safeguard their portfolios, says Azad Zangana @Schroders_UK https://t.co/ZXV5vGvU47
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@nucleuswrap Paul McAnulty was recently promoted to Director of Data Solutions. We asked him why data plays such an important role in the service we offer?
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@nucleuswrap With another year tax year on the horizon, it’s a good time to look at end of year tax planning ideas that are available for clients. Neil MacGillivray, our Head of Technical Support, shares his thoughts on today’s illuminate: https://t.co/3p36teJdBc
2022-12-19 00:00:00
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2022-12-14 00:00:00
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2022-12-13 00:00:00
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@nucleuswrap Tis the season to be wary: while everyone else is busy dancing to Maria Carey and sipping mulled wine in the run-up to Christmas, the fraudsters are hard at work. Our Compliance Analyst Catriona Carter shares her tips on how to keep your clients safe https://t.co/xRDYffy21t
2022-12-12 00:00:00
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@nucleuswrap “We have a duty to give back by engaging with local communities and finding areas, causes, charities or organisations that we can help in any way.” Kerry Nelson @nexus_IFA_Ltd discusses how firms can benefit from community engagement on today’s illuminate. https://t.co/q6v8dyc7rD
2022-12-07 00:00:00
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@nucleuswrap Today we're delighted to announce the launch of the Nucleus Foundation, our new, dedicated philanthropic arm, supporting the causes that matter most to our people and the communities in which we operate. We have an initial £750,000 of funding and can’t wait to get started!
2022-12-07 00:00:00
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2022-12-06 00:00:00
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@nucleuswrap Tom’s client Peter was understandably concerned that his £50,000 investment was now only worth £35,000. Ten years later, his portfolio was worth £300,000. Tom_SkinnerBC tells his story in today’s illuminate. https://t.co/rQDLpOGo21
2022-12-05 00:00:00
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@nucleuswrap Phil Billingham and Shannon Currie of @Perceptiveplan and David Crozier of Navigator Financial Planning recently raised £3,000 @pfsconf . Here @PhilBillingham explains where that money will go. https://t.co/ixejsQe0Hk
2022-11-30 00:00:00
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@nucleuswrap Hayley Rabbets @GroupVerve is on a mission to encourage more people to open up about money. Find out more about how we can all #BreakTheTaboo on today’s illuminate.  https://t.co/nBsbQeoKRN
2022-11-29 00:00:00
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@nucleuswrap Now that you have a Consumer Duty Implementation plan in place, how do you bring it to life? Graeme Stewart @consult_para shares his tips  https://t.co/xpfOMT1CQz
2022-11-28 00:00:00
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@nucleuswrap The key to creating value begins with your own state of mind says @JohnDashfield in his latest piece: ‘Do you have a value-creating mindset? https://t.co/RivHVXOQGI
2022-11-23 00:00:00
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@nucleuswrap COP27 drew to a close last week, so what’s the impact for investors? Our Sustainable Investment Analyst Daniel Boyd provides his analysis. https://t.co/IAcyyG7bap
2022-11-22 00:00:00
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@nucleuswrap Financial planning firm Becketts recently walked away with two major Money Marketing Awards, including Advice Firm of the Year. We talk to Dominic McLoughney @BeckettsFs about their approach to fees, marketing and 'omotenashi' client care. https://t.co/mDsRelTGwZ
2022-11-21 00:00:00
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@nucleuswrap Here are some of the Nucleus team having a fantastic evening at the @WIfinanceawards in London last night. Congratulations again to this year’s deserving winners and nominees and we look forward to seeing you all next year! #WeAreNucleus #WIFAwards https://t.co/V6WFdC8bOA
2022-11-17 00:00:00
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@nucleuswrap Autumn Statement: Neil MacGillivray, our Head of Technical, breaks down the key announcements: https://t.co/0dQMWdIDUq
2022-11-17 00:00:00
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2022-11-16 09:10:00
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@nucleuswrap Congratulations to everyone nominated for this year’s @WIfinanceawards and good luck for the award ceremony in London this evening - looking forward to seeing you all there! https://t.co/4HWS6Zv4zT #Womeninfinance #WeAreNucleus
2022-11-16 00:00:00
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@nucleuswrap Proud to be sponsoring this year’s @WIfinanceawards in London this week. Our very own Nicole Coles is shortlisted in the 2022 UK Finance Team and Accountant of the Year categories #Womeninfinance #WeAreNucleus
2022-11-15 10:37:22
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2022-11-15 09:08:00
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@nucleuswrap What next for the global economy? Lothar Mentel @TattonIM share his thoughts on today’s illuminate: https://t.co/j9pC0QM9wK
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@nucleuswrap @Paul_McCubbin We'll be in touch soon.
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2022-11-09 02:53:09
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@nucleuswrap If you're a regular user of the Nucleus Wrap platform register now for our online user session. Join us on Tuesday 22 November at 1pm for all the latest on our service improvement plans and platform development. Email [email protected] for joining details.
2022-11-08 12:30:00
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@nucleuswrap “Why does everyone in financial services like hiding behind jargon? It’s not big, and it’s not clever.” Kerry Nelson winner of Money Marketing’s Adviser Personality of the Year award speaks her mind on today’s illuminate. https://t.co/zt995u7PIz
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@nucleuswrap “For those with strong stomachs and long-term time horizons, the moment of maximum pessimism could be close,” Kel Nwanuforo @assetintell contemplates what Rishi Sunak’s reign might hold in today’s illuminate https://t.co/NssC1Emkaw
2022-11-07 09:09:00
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@nucleuswrap We’ve restructured our technology team, appointing Jenny Thorpe as Chief Business Architect and Angela Cooper as Director of Technology. The appointments reflect our continued focus on building scale and investing in technology, products, price and service #WeAreNucleus
2022-11-02 09:40:25
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@nucleuswrap “I know you don’t have a crystal ball, but when it is going to end?!” Clients can’t help but ask these questions - this is one way to answer them, says Andrew Dines @AAB_Wealth. https://t.co/qapGju5cOd
2022-11-02 09:05:59
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@nucleuswrap One in four women has suffered some form of financial or economic abuse from someone they know in the UK. It’s time for the profession to step up says @littlemisswoww https://t.co/Sr1xbX9YZi
2022-11-01 09:04:00
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@nucleuswrap Does the world need another podcast? @HatTipNick thinks so. Welcome to The Real Adviser Podcast, created by practitioners, for practitioners. https://t.co/brLFlSgRla
2022-10-31 09:02:59
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@nucleuswrap “There are 20,000 advisers and millions of people in the UK; if we worked more collaboratively we’d strengthen rather than harm the profession.” Advisers need to change the way they use Twitter says Tom Skinner @BarnabyCecilFP on today’s illuminate. https://t.co/PWGgkJCNNZ
2022-10-28 08:03:59
Lamp
@nucleuswrap Transferring pension rights presents advisers with a number of challenges. Our Head of Technical Support Neil MacGillivray helps to explain them on today’s illuminate https://t.co/0ZwoVbFXUV
2022-10-26 08:09:59
Lamp
@nucleuswrap Ten years on from auto-enrolment pension schemes being rolled out, our Chief Commercial Officer Alex Kovach examines the profound impact on long-term savings. Read more in FT Adviser: https://t.co/UjCHewtdGZ
2022-10-26 01:31:56
Lamp
@nucleuswrap “It’s a nice type of pressure to have - it means we mean something to someone.” Tom Skinner @BarnabyCecilFP talks about his role, his business and what he’d change about the profession on today’s illuminate https://t.co/yUqXvQnRUG
2022-10-25 08:07:59
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@nucleuswrap How does the Consumer Duty impact a firm’s approach to vulnerability? Megan Wicks @GroupVerve examines the FCA’s four outcomes in this light. https://t.co/09wFeruxiG
2022-10-24 08:06:00
Lamp
@nucleuswrap If you missed Ian Linden consider some of the ‘myths’ around the LTA at our #IlluminateLive2022 events, you can catch him virtually. Find out more and register now #ifas #financialadviser #financialplanning #taxplanning #lta
2022-10-20 11:30:00
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