Tagged: nucleus financial platforms

July 23, 2024 @ 8:57 am By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent, adviser platform groups, has announced Laura Papp and Helen Wallace-Smith have joined into two newly created platform director roles. Both will report to Nucleus Chief Operating Officer (COO), Steve Knight. As Nucleus continues to prepare for the… Read More

July 2, 2024 @ 8:42 pm By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent, adviser platform groups has announced the completion of the acquisition of Third Financial, following regulatory approval from the Financial Conduct Authority (FCA) in May this year. Third Financial is an investment platform and front-to-back wealth management software… Read More

June 27, 2024 @ 10:52 am By Omar Faridi  |  

Research from Nucleus, one of the UK’s independent, adviser platform groups, has revealed 76% of people are unaware they can pay money into someone else’s pension. Of those who did not know “about the possibility of third-party pension contributions, 55% said they would not consider… Read More

June 6, 2024 @ 10:11 am By Omar Faridi  |  

Nucleus Financial Platforms Group, one of the UK’s independent, adviser platform groups, has released new research revealing that 71% of UK adults believe the state pension will not exist or will be less generous when they retire. With a general election set for 4 July,… Read More

May 25, 2024 @ 8:39 am By Omar Faridi  |  

Nucleus Financial Platforms, which claims to be one of the UK’s largest adviser platform groups with £89bn of assets under administration (AUA) from 235,000 customers, has received approval from the Financial Conduct Authority (FCA) for the acquisition of Third Financial. Third Financial is an investment… Read More

May 16, 2024 @ 6:11 pm By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent, adviser platform groups, has announced the appointment of two new Non-Executive Directors (NEDs) to its board. Cathryn Riley, who started on 1 May, will “chair the remuneration committee, and Clare Bousfield will join on 1 July and… Read More

April 1, 2024 @ 8:50 am By Omar Faridi  |  

Nucleus Financial Platforms, which claims to be one of the UK’s leading, independent, adviser platform and product groups, has appointed Julia Peake as Technical Manager, further strengthening its Technical Services team. Julia joins from Canada Life where she “was a technical specialist for three years,… Read More

December 11, 2023 @ 7:37 am By Omar Faridi  |  

Nucleus Financial Platforms, which claims to be one of the UK’s independent, adviser platform groups, has recently announced it’s reducing the standard annual Nucleus Wrap platform charge by three basis points “for holdings between £200k and £500k.” According to the update shared by Nucleus Financial… Read More

December 5, 2023 @ 7:32 am By Omar Faridi  |  

Nucleus Financial Platforms Group, one of the UK’s independent, adviser platform groups, has appointed Alexander Filshie as Chief Financial Officer (CFO), “subject to regulatory approval.” He starts taking over from Mike Regan who, as previously announced, “has been appointed as Chief Commercial Officer.” Mike Regan… Read More

November 26, 2023 @ 10:23 am By Omar Faridi  |  

HMRC recently announced the latest Inheritance Tax (IHT) receipts. (HMRC tax receipts and National Insurance contributions for the UK (monthly bulletin) – GOV.UK.) For April 2023 to October 2023 these “are £4.6 billion, which is £0.5 billion higher than the same period last year.” This… Read More

November 16, 2023 @ 9:53 pm By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent, adviser platform groups, launches the UK Retirement Confidence Index. The research study has reportedly “involved surveying more than 2,200 UK adults aged 50 and over by YouGov.” It’s based on responses “to the central question of how… Read More

October 23, 2023 @ 10:39 pm By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent adviser platform groups, explains the impact of today’s inflation figures “on triple lock calculations for state pensions from April 2024 and calls for a sensible discussion around the future of the triple lock and the state pension… Read More

September 11, 2023 @ 8:19 am By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent adviser platforms, have announced that its acquisition of the Curtis Banks Group has received all necessary regulatory approvals. The Financial Conduct Authority (FCA), Prudential Regulation Authority (PRA), and Solicitors Regulation Authority (SRA) have all “issued their approvals,… Read More