Regulatory information and disclosures

“Nucleus” is the trading name for Nucleus Financial Platforms Limited (NFPL) (06033126) (registered in England whose registered address is Suite B & C, First Floor, Milford House, 43-55 Milford Street, Salisbury, SP1 2BP) and its group:


“James Hay Partnership” is the trading name of Nucleus Group Services Limited (NGSL) (registered in England, number 02538532); James Hay Services Limited (JHS) (registered in Jersey, number 77318); IPS Pensions Limited (IPS) (registered in England, number 02601833); The IPS Partnership Limited (IPSP) (registered in England, number 01458445); James Hay Administration Company Limited (JHAC) (registered in England, number 04068398); James Hay Pension Trustees Limited (JHPT) (registered in England, number 01435887); James Hay Wrap Managers Limited (JHWM) (registered in England, number 04773695); James Hay Wrap Nominee Company Limited (JHWNC) (registered in England, number 07259308); PAL Trustees Limited (PAL) (registered in England, number 01666419); Sarum Trustees Limited (SarumTL) (registered in England, number 01003681); Union Pension Trustees Limited (UPT) (registered in England, number 02634371). 


“Nucleus”, “NFS” and “Nucleus Financial Services” are the trading names of Nucleus Financial Services Limited (NFS) (registered in England, 05629686); Nucleus Financial Limited (NF) (registered in England, number 05522098); Nucleus Trustee Company Limited (NTC) (registered in Scotland, number SC312652); and NFS (Nominees) Limited (NFSN) (registered in England, number 07621355). 


“Curtis Banks” is the trading name of Curtis Banks Group Limited (CBGL) (registered in England, number 07934492); Curtis Banks Limited (CBL) (registered in England, number 06758825); Suffolk Life Pensions Limited (SLPL) (registered in England, number 01180742); Suffolk Life Annuities Limited (SLAL) (registered in England, number 01011674); SLA Property Company Limited (SLAPC) (registered in England, 01203396); Tower Pension Trustees (S-B) Limited (TPTSB) (registered in Scotland, number SC340871); Bridgewater Pension Trustees Limited (BPTM) (registered in England, number 03821053); SPS Trustees Limited (SPST) (registered in England, number 08312411); Colston Trustees Limited (CTL) (registered in England, number 06867955); Montpelier Pension Trustees Limited (MPTL) (registered in England, number 05802677); Temple Quay Pension Limited (TQPL) (registered England, number 05679427); Tower Pension Trustees Limited (TPTL)  (registered in England, number 02178783); Crescent Trustees Limited (CrTL) (registered in England, number 03915165).


“Curtis Banks Pensions” is the trading name of SLPL.


“Talbot and Muir” is the trading name for Talbot and Muir Limited (TML) (company number 02869547); MYSSAS Trustees Limited (MYSSAS) (registered in England, 06536701); MYSIPP Trustees (Property) Limited (MYSIPP) (registered in England, 05342981); Pension Partnership SSAS Trustees Limited (PPSSAS) (registered in England, 05762695); Pension Partnership SIPP Trustees Limited (PPSIPP) (registered in England, 05635197); Pensions Partnership SIPP Trustees No 2 Limited (PPSIPP2) (registered in England 08677314); Oval Trustees Limited  (OTL) (registered in England, 02711042); TM Trustees Limited (TMTL)  (registered in England, 03094287); Tower Pension Trustees Limited (TPTL) (registered in England, 02178783); Temple Quay Pension Trustees Limited (TQPT) (registered in England, 05679427); Crescent Trustees Limited (CTL) (registered in England, 03915165); Bridgewater Pension Trustees Limited (BPTL)  (registered in England, 03821053); SPS Trustees Limited (SPST) (registered in England, 08312411); Pensions Partnership SIPP Trustees Limited (SIPPT) (registered in England 05635197); and MYSIPP Trustees (Property) Limited (MYSIPPPL) (registered in England, 05342981). 


“Dunstan Thomas” is the trading name of Dunstan Thomas Holdings Limited (DTH) (registered in England, number 03957367); DTH is wholly owned by Dunstan Thomas Group (DTG) (registered in England, number 08160246).


“Third Financial” is the trading name of Third Financial Software Ltd (TFS) (registered in England, number 064481630), Third Platform Services Ltd (TPS) (registered in England, number 09588254), TPS Offshore (Jersey) Ltd (TPSO) (registered in Jersey, number 131365).


NFPL, NF, NFS, NFSN, NGSL, IPS, JHAC, JHPT, JHWM, JHWNC, PAL, SarumTL, IPSP, UPT, CBGL, CBL, BPTL, CTL, SPSTL, MPTL, TQPTL, TPTL, CrTL, TML, MYSASS,  MYSIPP,  PPSASS, PPSIPP, PPSIPP2, OTL, TMTL, TPTL, TQPT,  CTL, BPLT and SPST have their registered office at Suite B & C, First Floor, Milford House, 43-55 Milford Street, Salisbury, SP1 2BP. SLPL, SLAL and SLAPC have their registered office at 153 Princes Street, Ipswich, Suffolk, IP1 1QJ. NTC and TPTSB have their registered office at 12 Blenheim Place, Edinburgh EH7 5JH. JHS has its registered office at Aztec Group House, IFC6, The Esplanade, St Helier, Jersey, JE4 0QH. DTG and DTH have their registered office at Building 3000, Lakeside North Harbour, Portsmouth, PO6 3EN.  TFS and TPS have their registered office at Birchin Court, Birchin Lane, London, England, EC3V 9DU. TPSO has its registered office at Whiteley Chambers, Don Street, St Helier, Jersey JE2 4TR.


JHAC, JHWM, IPS, IPSP, NFS, CBL, SLPL, TML (in respect of its operation of self-invested personal pensions) and TPS are authorised and regulated by the Financial Conduct Authority (FCA). SLAL is authorised as an insurance company authorised by Prudential Regulation Authority (PRA) and regulated by the FCA and PRA. 


NGSL, NFS, NF, IPS, IPSP, PAL, UPT, JHWM, JHPT, JHAC, SarumTL and JHS are members of a VAT group with VAT registration number 514 0358 80.  CBGL, CBL, BPTL, CTL, SPSTL, MPTL, TQPTL, TPTL, CrTL and TPTSB are members of a VAT group with VAT registration number 207996471. SLPL, SLAL and SLAPC are members of a VAT group with VAT registration number 241841520. TML, MYSASS, MYSIPP, MYSIPPPL, PPSASS, PPSIPP, PPSIPPT, PPSIPP2, OTL, TMTL, TPTL, TQPT, CTL, BPLT, SPST are members of a VAT group with VAT registration number is 598440203. TFS is registered with VAT registration number 224590220 and TPS is registered with VAT number 924819503.


All companies are wholly owned subsidiaries of NFPL. (12/24)

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