Training webinars
Ready to get to grips with the new Nucleus Platform?
We've now made our live training webinars available as recorded content so you can watch them at a time that works for you. See key processes in action and build the confidence you need to use the platform.
Adviser Charges
An in-depth overview on adviser charges, covering how fees are set up, calculated and paid. Understand the current process, key timelines, tiered charging structures, and take a look at practical remuneration examples.
- Adviser charges process and timelines
- Fee calculation, payment and remuneration examples
- Tiering groups and best practice setup
- Resolved adviser fee issues
- FAQ and Q&A
Decumulation
Master the key processes for managing client withdrawals from pension accounts.
- How to process a flexi-access single PCLS payment
- Regular PCLS request
- UFPLS payment
- Request on off income payment
- Capped to flexi-drawdown
- Cancel regular PCLS request
- How to update LSA & LSDBA
Investment selection and management
Understand how investment selection works on the new platform.
- IM Set Up and Servicing
- How to create an adviser model
- How to edit/close an existing model
- Cash products (Bondsmith panel)
- Investment Buy
- Investment Sell
- Investment Switch and Redirection
- Bulk switch
- How to Edit and Cancel a Regular Buy and Sell
ISA and GIA withdrawals
Learn how to process withdrawals from ISA and GIA accounts.
- Regular withdrawals from ISA/GIA
- Single withdrawals from ISA/GIA
- How to edit and cancel a regular withdrawal
- Bed & ISAs
MI and reporting
DIscover the tools available to support effective reporting for your business and your clients.
- "What if" illustrations
- The capital gains scenario tool
- Research applications and transfer tracking
- Client reporting and adviser remuneration statements
- Business MI and reporting
New business and adviser charges
Learn how to set up new clients and manage adviser charging.
- Creating a new client - individual/trust or company
- Illustrations
- SIPP new business application
- Edit ongoing adviser charges
- Request an ad hoc adviser charge
Not found the answer you're looking for?
Check out our FAQs page for all questions related to the new Nucleus Platform.
