Events for people who use the platform
on a day-to-day basis
30 – Glasgow
1 - Leeds
2 - Birmingham
8 - Southampton
9 - London
14 - Belfast
15 - Aberdeen
16 - Exeter
5 – Glasgow
6 – Manchester
7 – Birmingham
12 – Southampton
13 – London
14 - Belfast
14 - Aberdeen
What are user sessions?
Nucleus user sessions are for people who use the platform on a day-to-day basis.
This is your chance to get a firsthand update on the latest news and developments from Nucleus, get training on new platform tools, test new enhancements before they go live, pick up tips on using the platform and give us your feedback. These meet-ups also give you the opportunity to meet other users and to get to know your client relations team.
At this round of events you can boost your technical knowledge on the important topic of intergenerational planning while earning CPD*. We'll also be offering some 1:1 clinics with members of the Nucleus team, pre-bookable nearer the time.
If you want to find out more about our user sessions, and how attending can benefit you and your firm, please contact your client relationship manager.
* The presentation by our product technical team can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs
When and where
Tuesday 30 April, Glasgow
The Studio, 67 Hope Street, Glasgow, G2 6AE
Wednesday 1 May, Leeds
The Studio, Riverside West, Leeds, LS1 4AW
Thursday 2 May, Birmingham
Malmaison, The Mailbox, 1 Wharfside Street, Birmingham, B1 1RD
Wednesday 8 May, Southampton
Solent Hotel, Rookery Avenue, Whiteley, PO15 7AJ
Thursday 9 May, London
etc.venues Fenchurch Street, 8 Fenchurch Place,
London, EC3M 4PB
Tuesday 14 May, Belfast
The Maldron City Hotel, 20 Brunswick Street,
Belfast, BT2 7GE
Wednesday 15 May, Aberdeen
The Marcliffe, North Deeside Road, Pitfodels, Aberdeen, AB15 9YA
Thursday 16 May, Exeter
Sandy Park, Sandy Park Way, Exeter, EX2 7NN
Registration, coffee and 1:1 clinics
Welcome and Nucleus update
A programme of interactive workshops, presentations and training which will include ...
- an introduction to our new JISA and phased drawdown functionality
- intergenerational planning case studies with our product technical team
- the chance to give your feedback on our next round of platform developments looking in particular at MI and what data would be valuable to you
- platform training to enhance your skills
- the opportunity to discuss some topical issues with our team and your peers
... as well as a delicious lunch
Event close followed by networking over drinks
What to expect
Meet other users of the platform from your region and exchange hints, tips and best practice.
Find out the latest
Hear about current developments from Nucleus HQ, give us feedback and get involved in testing.
Anyone using the platform on a day-to-day basis from administrators to paraplanners to office managers.
How often do they meet?
User sessions take place twice a year in Aberdeen, Belfast, Birmingham, Glasgow, Leeds, London and Southampton.
How many are in each group?
Numbers vary from large groups of up to 60 in the south to smaller groups of around 20 in the north.
What happens afterwards?
After the session you’re invited to join us for a drink. We’ll also send you a survey so we can capture your feedback.
“The user sessions are a great opportunity to provide feedback, together with learning about new developments for the future. We also have the ability to interact with other users and at times can offer guidance to the less experienced users of the platform.”
Sarah Rodrigues, operations manager, The Fry Group