Accounts

 

A complete range of tax-efficient wrappers

The full spectrum of investment accounts that each benefit from being part of one portfolio.

Our range of accounts

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Nucleus Pension account

We provide our own self invested personal pension allowing you to create retirement planning options to suit your clients’ needs.

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Nucleus Isa
account

The Nucleus Isa account is a tax-efficient stocks and shares savings account.

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Nucleus General account

The Nucleus General account allows clients to hold unlimited contributions and hold a wide range of assets in one account. The investments within it grow without tax deducted at source.

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General (Gross) account

Similar to the Nucleus General account. This account is now closed to new business.

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Nucleus Onshore Bond account

This is an investment-linked whole of life assurance policy, issued by Sanlam Life & Pensions UK Limited.

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Nucleus Offshore Bond account

The Nucleus Offshore Bond is a tax-efficient savings vehicle provided by RL360°.

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AUA in the Nucleus pension
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AUA in accumulation
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AUA in decumulation

Third party wrappers

Nucleus has developed links and relationships with a number of third party providers to allow clients to invest in the Nucleus General account within external wrappers. Clients benefit from the investment range and functionality of Nucleus while using a specialist product wrapper.

@SIPP
AXA IOM
Canada Life
Dentons
Hornbuckle
Ioma
IPM

James Hay
Liberty
Royal Skandia
Sanlam*
Suffolk Life
Westerby

*Sanlam OneSipp does not allow re-investment into the Nucleus General account.

Lee Waters

“We were dissatisfied with our current platform and wanted one that does everything – all the tax wrappers, DFM models, open architecture, it’s all important. We also wanted a platform that supports advisers and their businesses.”

Lee Waters, chief executive, Barwells Wealth