Get Pension Transfer Form - Nucleus Financial

Give us a call You can phone your regional client relations team directly, or speak to us individually. Our HQ number is: 0131 226 9800.

Welcome to Nucleus Our online platforms make it easy for you and your adviser to manage your savings and investments securely and efficiently. Nucleus is an award-winning wrap platform, launched in 2006 by seven adviser firms who wanted to create a platform that put clients at the heart of the advice process.

Welcome to Nucleus Our online platforms make it easy for you and your adviser to manage your savings and investments securely and efficiently. Nucleus is an award-winning wrap platform, launched in 2006 by seven adviser firms who wanted to create a platform that put clients at the heart of the advice process.

Nucleus is completely open - with no hidden charges on accounts or dealing. Our charging structure is simple and transparent and starts from 0.33%, with tiering for large cases to 0.05%. Unlike other wrap platforms, we won't charge you for transferring money, moving into drawdown, or for day-to-day trading of funds.

Nucleus is completely open - with no hidden charges on accounts or dealing. Our charging structure is simple and transparent and starts from 0.33%, with tiering for large cases to 0.05%. Unlike other wrap platforms, we won't charge you for transferring money, moving into drawdown, or for day-to-day trading of funds.

The Nucleus is a true “set it and forget it” type of product. It has no noise as it is a fanless design (unlike a DYI core) and looks great as it is, a black box without lights or annoying bussing or noise. It just works, and works as soon as you start it up.

The Nucleus is a true “set it and forget it” type of product. It has no noise as it is a fanless design (unlike a DYI core) and looks great as it is, a black box without lights or annoying bussing or noise. It just works, and works as soon as you start it up.

HPS Investment Partners, a major US private equity provider, is the majority shareholder of our parent company - the Nucleus Financial Platforms Group. In September 2022, they joined our existing shareholder Epiris, which has retained a significant minority stake.

HPS Investment Partners, a major US private equity provider, is the majority shareholder of our parent company - the Nucleus Financial Platforms Group. In September 2022, they joined our existing shareholder Epiris, which has retained a significant minority stake.

Nucleus is completely open - with no hidden charges on accounts or dealing. Our charging structure is simple and transparent and starts from 0.33%, with tiering for large cases to 0.05%. Unlike other wrap platforms, we won't charge you for transferring money, moving into drawdown, or for day-to-day trading of funds.

Nucleus is completely open - with no hidden charges on accounts or dealing. Our charging structure is simple and transparent and starts from 0.33%, with tiering for large cases to 0.05%. Unlike other wrap platforms, we won't charge you for transferring money, moving into drawdown, or for day-to-day trading of funds.

David Ferguson, who founded the company, left after the James Hay deal was completed last August.

David Ferguson, who founded the company, left after the James Hay deal was completed last August.

We hold your cash with a panel of banks to reduce the risk to you. And we only partner with banks who have the appropriate authorisations from the UK regulators and are covered by the Financial Services Compensation Scheme (FSCS).

We hold your cash with a panel of banks to reduce the risk to you. And we only partner with banks who have the appropriate authorisations from the UK regulators and are covered by the Financial Services Compensation Scheme (FSCS).

We hold your cash with a panel of banks to reduce the risk to you. And we only partner with banks who have the appropriate authorisations from the UK regulators and are covered by the Financial Services Compensation Scheme (FSCS).

We hold your cash with a panel of banks to reduce the risk to you. And we only partner with banks who have the appropriate authorisations from the UK regulators and are covered by the Financial Services Compensation Scheme (FSCS).

Nucleus is completely open - with no hidden charges on accounts or dealing. Our charging structure is simple and transparent and starts from 0.33%, with tiering for large cases to 0.05%. Unlike other wrap platforms, we won't charge you for transferring money, moving into drawdown, or for day-to-day trading of funds.

Nucleus is completely open - with no hidden charges on accounts or dealing. Our charging structure is simple and transparent and starts from 0.33%, with tiering for large cases to 0.05%. Unlike other wrap platforms, we won't charge you for transferring money, moving into drawdown, or for day-to-day trading of funds.

HPS Investment Partners, a major US private equity provider, is the majority shareholder of our parent company - the Nucleus Financial Platforms Group. In September 2022, they joined our existing shareholder Epiris, which has retained a significant minority stake.

HPS Investment Partners, a major US private equity provider, is the majority shareholder of our parent company - the Nucleus Financial Platforms Group. In September 2022, they joined our existing shareholder Epiris, which has retained a significant minority stake.

The Nucleus Pension account Our self-invested personal pension, with accumulation and drawdown options, allows you to create retirement planning propositions to suit your clients' needs.

The Nucleus Pension account Our self-invested personal pension, with accumulation and drawdown options, allows you to create retirement planning propositions to suit your clients' needs.