User sessions


    Events for people who use the platform
    on a day-to-day basis

    2019 dates

    April

    30 – Glasgow

    May

    1 - Leeds

    2 - Birmingham 

    8 - Southampton

    9 - London

    14 - Belfast

    15 - Aberdeen

    16 - Exeter

    November

    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.

    We'll also be offering some pre-bookable 1:1 clinics with members of the Nucleus team. This is a great opportunity to chat through an issue or get some advice a particular area of the platform.

    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.

    When and where

    Tuesday 5 November, Glasgow
    The Studio, 67 Hope Street, Glasgow, G2 6AE

    Wednesday 6 November, Manchester
    The Studio, The Hive, 51 Lever Street, Manchester, M1 1FN

    Thursday 7 November, Birmingham
    Malmaison, The Mailbox, 1 Wharfside Street, Birmingham, B1 1RD

    Tuesday 12 November, Southampton
    Solent Hotel, Rookery Avenue, Whiteley, PO15 7AJ

    Wednesday 13 November, London
    etc.venues Monument, 8 Eastcheap,
    London, EC3M 1AE

    Thursday 14 November, Aberdeen
    The Marcliffe, North Deeside Road, Pitfodels, Aberdeen, AB15 9YA

    Thursday 14 November, Belfast
    The Maldron City Hotel, 20 Brunswick Street,
    Belfast, BT2 7GE
     

    Agenda

    9.30am
    Registration, coffee and 1:1 clinics

    10am
    Welcome and Nucleus update

    10.15am
    Platform update

    10.45am
    A programme of interactive workshops, presentations and training which will include ...

    • a review of the latest enhancements to Nucleus Go and a chance to share any feedback from you or your clients
    • a workshop exploring how we manage the unexpected and your chance to input into the possible actions we could take for managing future ‘incidents’
    • an introduction to the latest platform features including trade on trade, pension wake-up packs and our new bulk switch tool
    • 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

    2.30pm
    Event close followed by networking over drinks

      What to expect

      1
      Rub shoulders

      Meet other users of the platform from your region and exchange hints, tips and best practice.

      2
      Find out the latest

      Hear about current developments from Nucleus HQ, give us feedback and get involved in testing.

      3
      Who attends?

      Anyone using the platform on a day-to-day basis from administrators to paraplanners to office managers.

      4
      How often do they meet?

      User sessions take place twice a year in Aberdeen, Belfast, Birmingham, Glasgow, Leeds or Manchester, London and Southampton.

      5
      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.

      6
      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

      Register