Service Update

A Platforms role

A platform is our outsourced administrative arm. It allows us to;

  • Send you income and withdrawals.
  • Allow you to invest into a tax wrapper (product) such as a pension or an ISA .
  • Allows you to get a valuation 24/7 and to monitor all transactions that take place.
  • Hold all your cash and other assets such as shares securely.
  • Make and settle any trades which we decide to make on your behalf.
  • Report to financial regulators and HMRC as necessary.

This is not an exhaustive list, but I’m sure you get the picture. Admin, admin and more admin. It leaves us free to do what we do best; offer regulated financial planning and advice and manage your life savings through both the good times and the bad.

Additional Platform Added

Since we commenced using platforms in 2003 we have used just 3.

  • SIPPcentre which became Investcentre.
  • Selestia which became Skandia which became Old Mutual.
  • Nucleus which in around 12 months time will probably become James Hay.

This week we added a fourth. Welcome to Transact. Here follows the blog I never thought I would write.

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Nucleus Go

After a decade or so, the screen you see when you log in to your accounts on Nucleus are about to change. I have been involved in the way the new screens look and operate, so if there is anything that you don’t like please tell me and I will feed that back to the developers at Nucleus.

More details can be found here. Nucleus Go.

A picture tells a thousand words

I’m hoping that your own personal position springs to life once you can see the last 12 months progress in chart form. Better still you can see your progress over longer periods of time by selecting all dates. Feel free to play around and get used to the new way of looking at things. For now it will be accessed from a different address, https://www.go.nucleusfinancial.com, however within a month or so your regular login address will take you there directly and the old client screens will be removed.

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