Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition of the Curtis Banks Group (Curtis […]
Nucleus acquisition of Curtis Banks, creating £80bn adviser platform group, receives all regulatory approvals Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser […]
We continually strive to deliver an inclusive service for all. Everyone has the right to, and should be treated fairly no matter who they are […]
The introduction of Consumer Duty takes consumer protection within financial services, to the next level. Further enhancing the focus on delivering good customer outcomes through […]
You may already be aware of the ‘stronger nudge’ regulations coming into force on 1 June 2022. The new rules are designed to encourage more […]
We wanted to let you know the exciting news that we have agreed to become part of the Curtis Banks Group, subject to completion and […]
We have today agreed to become part of Curtis Banks, one of the UK’s largest independent SIPP operators, subject to completion and regulatory approval. Read […]
To say that we live in uncertain times, seems a bit of an understatement at the moment. But one thing can be certain of, is […]
Pension Fund Property Owners’ insurance should be seen as a personal and intimate form of insurance, compared to other types of general insurance as it […]
Download PDF – SSAS Loanback Q&A Small self-administered scheme (SSAS) queries have continued to rise over the course of the past month, particularly in relation […]
In our experience, financial advisers and their clients occasionally have concerns about putting a commercial property into their pension scheme. Below we have listed some […]
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Download PDF SSAS Loanback case study Background John and Jane run a successful limited company and are looking to secure finance in order to further […]
Download PDF – 10 Reasons Why to Join Talbot and Muir’s Insurance Scheme SSAS and SIPP Property Insurance We are pleased to announce that with […]
SIPP property purchase case study Jan 2020 SIPP Property purchase case study Funding the purchase Contributions (personal/employer and can utilise carry forward if available) Transfers […]
We are delighted to announce that on the 29th November we acquired The Pensions Partnership Limited a Leeds based SIPP and SSAS administration business. This […]
As part of the FCA’s Retirement Outcomes Review initiative to improve consumer engagement with their retirement decisions, pension providers will be increasing the frequency and […]
We are pleased to announce that due to our continued growth and need for more space, from Monday 22 July 2019, we will be moving […]
SSAS Failings Back in 2015 we launched a free SSAS review service for you and your clients. This was due to us seeing many SSAS […]
SLA Increase With the start of a new tax year now in sight, the Treasury have now formalised the increase in the Standard Lifetime Allowance […]
The hot topic currently within the SIPP world is ‘non-standard assets’ (NSIs) and more particularly the rise to prominence of the so called ‘toxic’ NSIs […]
In recent times, we have seen further consolidation with larger providers taking over troubled firms, which in many cases may not be seen as an […]
Pension provision for members in Ill Health Should a pension scheme member become permanently unable to carry out their current occupation they may be entitled […]
The options available on the death of a member of a SIPP or money purchase SSAS depend on a number of factors, and careful planning […]
You may have seen recent media coverage on our continued growth, these financial results are as a result of the working relationship that we have […]
