Read the story behind our 2025 growth
2025 was another strong year, as we built on our position as the UK’s largest independent platform group:
- Invested £33.2m in technology and transformation
- Grew to over 251,000 customers and £110.3bn AUA
- Saved customers over £16m in pricing in the last three years
- Onboarded 332 new advisory firms
See how we’re making retirement more rewarding
We harnessed our product and technical expertise to continue to invest, innovate and support, ultimately helping make our customers’ retirement more rewarding.
←Watch the video to learn more about our progress.
What our continued growth means for you and your clients
Financial strength
Our AKG rating is B+ (very strong) which puts us among the most financially secure providers in the platform sector. Financial strength matters, it gives you reassurance that we’re around for the long-term and have the scale to continually invest in our technology.
Broad proposition
We’re a multi-channel group bringing together strong pensions and investments expertise, to offer complex SIPP and SSAS, as well as both on and off platform solutions to support your customers needs throughout their financial lifecyle.
Strong performance
We’ve grown at pace over the last five years. With AUA now at £110bn* and profit before tax at £61.5m, we’re a sustainable, long-term partner for firms of all sizes.
Platform innovation
Last year we invested £33.2m in tech and transformation, including development of our new retail platform that has now replaced James Hay Online.
Supporting good consumer outcomes
Our commitment to invest in price has delivered over £16m in customer savings over three years, with £7m more expected to be saved in 2026.

Revenue increased

Adjusted profit increased

Profit before tax increased
"As our financial results show, 2025 was another year of progress as we continued to build the scale and expertise of our Group.
We continued to invest in our talent, technology, and proposition to enable the advicefirms we serve to enhance the service and support they offer to clients.
Our purpose is to help make retirement more rewarding. We couldn’t fulfil this without the dedication and passion of all our people.These results would not have been possible without their hard work, and I thank everyone at Nucleus for all they have
done to support our customers throughout 2025."
- Richard Rowney, Chief Executive Officer
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