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.

    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
    ​​


    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 ...

    • 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

    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, 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