Wednesday, September 27, 2023

Nucleus appoints pensions expert Andrew Tully as Technical Services Director

Nucleus Financial Platforms, one of the UK’s leading, independent, adviser platform groups, has appointed Andrew Tully as Technical Services Director.

Andrew is a well-known and highly respected pensions expert and industry commentator, with a career spanning almost 35 years working in high profile roles across the sector.

He was most recently Technical Director at Canada Life and prior to this was Pensions Technical Director at MGM Advantage. He has also held senior roles with a number of other leading pension providers including Standard Life and Aegon.

Andrew will be responsible for the analysis and interpretation of regulation, legislation and taxation issues, leading Nucleus’s experts that work with advisers. The team create white papers, run masterclasses, and generally help advisers to resolve technical issues and challenges so they can deliver better outcomes for their customers, and ultimately help them have a more rewarding retirement.

He'll also have a particular focus on helping shape Nucleus’s retirement propositions, working with industry groups and lobbying regulators and Government. The role reports to Chris Williams, Nucleus’s Propositions Director.

Andrew will join Nucleus on 29 September and will take over the responsibilities of Neil MacGillivray, who is retiring as head of the technical support unit after a successful twenty five year career with James Hay and Nucleus. Neil leaves at the end of the year after a handover to Andrew.

Chris Williams, Proposition Director at Nucleus, said: “We welcome Andrew to Nucleus and are thrilled to have attracted a true industry heavy-hitter to our growing team. He has an impressive track record of championing the retirement causes of interest to advisers and their clients, and is one of the best known and most respected pensions names in the industry.

“He’ll also help us shape our retirement proposition, ensuring that our priorities are aligned with those of advisers and that we support them in every way we can to help their customers plan for retirement.”

Andrew Tully, Technical Services Director, said: “I’m delighted to be joining Nucleus at this exciting time in the platform’s evolution, as it cements its position as a scale player in the industry with a very clear purpose to help make retirement more rewarding.

“I’m looking forward to working with the team to play my part in helping to build the best retirement platform for advisers and their clients, and to improving understanding of pensions so that more people can look forward to a secure and rewarding future.”

You can download a PDF of the press release here

Enquiries:

Linda Harper
Head of Public Relations
E: newsroom@nucleusfinancial.com
T: +44 (0) 7876 145309

Notes to editors:

About the Nucleus Financial Platforms group

The group offers investment platforms and products that help make retirement more rewarding. Our two platforms are run exclusively for financial advisers.

Renowned for its SIPP expertise, James Hay Partnership has been working with larger financial advisory groups for more than 40 years, providing the means to administer pensions, savings and investments in a cost and tax efficient way.

Our award-winning platform Nucleus was founded in 2006 by advisers committed to altering the balance of power in the industry by putting the customer centre stage.

Curtis Banks is one of the UK’s largest administrators of SIPP and SSAS solutions for customers and businesses. It is one of Europe’s largest commercial property landlords, a specialist area for self invested pensions. The business maintains a focus on providing high levels of technical support, robust service, modern technology and innovation.

Together we’re one of the UK’s leading, independent, adviser platform and product groups, with approximately £80 billion in assets under administration, helping nearly 5,000 advisers make retirement more rewarding for almost 250,000 customers.