Third Financial harnesses Nucleus group capability to launch white-labelled SIPP
Third Financial, the technology-led platform specialist within Nucleus has launched a new ‘Pensions as a Service’ (PaaS) proposition, drawing together the combined product, operations and tech strength of the wider group.
The new SIPP is powered by Dunstan Thomas’s operational software and administration, uses Third Financial for custody, and is underpinned by the specialist retirement capability, financial strength and operational scale of the Nucleus group.
It’s white-labelled so takes on the brand of Third Financial’s wealth management clients, enabling them to outsource pension infrastructure components such as administration, processing, and regulatory permissions in an integrated and streamlined way. They retain control over how their proposition is constructed and presented, ensuring their commercial requirements are met while delivering a consistent experience for their customers.
The new SIPP launches first with Titan Wealth. Third Financial already provides the Titan Wealth Platform, with the partnership extension reflecting the strength and continued evolution of the relationship between the two firms. It will also be rolled out to other clients.
Chris Williams, Managing Director, Third Financial said: “Launching our white labelled SIPP helps us to better support clients in building and scaling their own propositions, so they can focus on offering a consistently high-quality experience for their own customers.
“By harnessing the strength of our group to create this compelling PaaS proposition for wealth management firms, we can offer a more joined-up and scalable, end-to-end pensions service.”
Todd Rowlands, Chief Distribution Officer, Titan Wealth Planning said: “Our relationship with Third Financial and the broader Nucleus group has continued to evolve, and the launch of the Titan Wealth Partner SIPP is a natural next step for us.
“Being able to offer a SIPP under our own brand, supported by Nucleus’ scale and Third Financial’s infrastructure, is a compelling combination. It allows us to deliver a more consistent experience to clients while working with a partner with the depth and capability to support our long-term ambitions.”
Enquiries:
Head of Public Relations Linda Harper T: 07876 145309
Public Relations Manager Philippa Heal T: 07783 314210
E: newsroom@nucleusfinancial.com
Notes to editors:
About Nucleus
Nucleus Financial Platforms is one of the UK's leading independent groups for investment platforms, products and wealthtech software.
It’s the only large-scale group with a comprehensive range of bespoke platform solutions to meet the needs of advisory and investment management firms of all sizes.
It operates the Nucleus Platform and Nucleus Wrap retail investment platforms, and through Curtis Banks and Talbot and Muir is one of the UK’s largest administrators of SIPP and SSAS products.
With the wealthtech experience of Third Financial and Dunstan Thomas, Nucleus now powers some of the industry’s leading product providers, advisory firms and consolidators, discretionary investment managers, and institutions, with enterprise-wide, platform software solutions.
Working exclusively in partnership with over 5,000 financial advisory firms, the group now administers £110bn of investments on behalf of 251,000 UK customers, seeking to deliver great service and financial outcomes for them, and ultimately help make their retirement more rewarding.