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nucleus

Platforms are here to stay: Using the right tech for the right problem

Platforms

Platforms are here to stay: Using the right tech for the right problem

'It's knowing how to adapt and thrive that's key.'

clock 03 July 2023 • 4 min read
James Hay integrates Origo solution in bid to speed up LOAs

Your profession

James Hay integrates Origo solution in bid to speed up LOAs

Firm partners with tech provider to try and speed up adviser efficiency

clock 28 June 2023 • 1 min read
Unhappy reading: Why is trust in financial services so low?

Your profession

Unhappy reading: Why is trust in financial services so low?

'Only the utilities sector scored lower in terms of trust'

clock 13 June 2023 • 4 min read
Lifetime allowance abolition: It's all in the detail

Pensions

Lifetime allowance abolition: It's all in the detail

'The more you know, the more you know you don't know'

clock 07 June 2023 • 3 min read
Nucleus posts record profits as it pockets £24m from client cash

Your profession

Nucleus posts record profits as it pockets £24m from client cash

Private equity-owned Nucleus swings to profit since James Hay merger

clock 17 May 2023 • 2 min read
You've got mail: FCA watching Consumer Duty preparation

Consumer Duty

You've got mail: FCA watching Consumer Duty preparation

The FCA acknowledges that you can't do everything all at once

clock 03 April 2023 • 4 min read
TPO orders AJ Bell to compensate client after £10k transfer error

Regulation

TPO orders AJ Bell to compensate client after £10k transfer error

Client had requested a full cash transfer from Nucleus to AJ Bell

clock 22 March 2023 • 2 min read
Minimising CGT: Avoiding second property tax woes

Tax Planning

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

clock 01 March 2023 • 3 min read
Defined benefit vs SIPP: The death benefit debate continues

Pensions

Defined benefit vs SIPP: The death benefit debate continues

Running the numbers on death benefits for clients

clock 22 December 2022 • 4 min read
Nucleus donates £750,000 as it launches charitable foundation

Your profession

Nucleus donates £750,000 as it launches charitable foundation

Eight employee trustees to oversee Nucleus Foundation

clock 07 December 2022 • 2 min read
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