Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM
Expect increases to continue, experts agree
'Clients can make gifts to trusts to reduce the taxable estate'
'Disruption can also bring opportunity'
Scheme-specific lump sum queries
'Putting aside the hype, AI is here to stay'
Nucleus urges pensions minister to seek ‘political consensus’ on long-term savings reform.
Withdrawals need to be spent, sheltered or gifted
'If we don't do better, the gender pensions gap won't be closing any time soon'
PA talks to retirement experts about what 2025 has in store