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Publications
These white papers have been created to help you keep on top of the latest industry developments. Take a look at some of our current and past publications.
White papers
In an industry that never stands still, we want you to keep on top of the latest developments and changes to current legislation and the market. We’ve created a series of white papers that set out the issues and key themes to be aware of, and the action you might need to consider.
The future of financial planning white paper
To encourage debate around what may lie ahead for financial planning, we’ve compiled this interactive white paper with Phil Billingham of Perceptive Planning.
Behavioural white paper
This white paper, written in partnership with Neil Bage and Dr. Ariel Cecchi of behavioural insights firm Be-IQ, takes the principles of behavioural science and shows how they can be applied to the financial planning process.
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SM&CR – a guide for financial advisers
SM&CR came into force for all regulated firms in December 2019. The regime aims to provide greater protection for customers and strengthen market integrity in financial services. It looks to do this through greater individual accountability at every level of financial services firms, and in particular for those in senior management positions. Nucleus wrote this white paper, together with Phil Young of Zero Support.
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Suitability - a guide for financial advisers
Suitability is the framework to deliver great client outcomes: it's the cornerstone of developing a consistent approach to advice, and extra reassurance to your clients that the recommendations you're making are suitable. Nucleus has compiled this white paper together with ex-regulator Rory Percival.
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GDPR – a guide for financial advisers
The aim of GDPR is to make sure people have control of their data. You need to understand how this impacts your business, your clients, what data you hold and what you use it for.
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MiFID II a guide for financial advisers
MiFID II aims to dramatically reduce the risk of market abuse, strengthen investor protection and increase the efficiency of financial markets. It covers a broad range of issues - we've focused on those that are most likely to affect you as advisers.
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Planning your exit: A guide to creating a succession plan and exit strategy
Our white paper provides you with information on getting started on developing a succession plan for either internal succession or external sale, what the options and challenges really are, and how to create and execute an effective exit.
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The census
The Nucleus census tracks the progress of our users year on year, and gathers their views on the industry now and in the future. We ask our users about themselves, their business and their clients, as well as their thoughts on key industry topics now and in the future, such as technology and legislative issues.
If you'd like to see earlier copies, please get in touch with our communications team, who'll be happy to help.
Key findings from Nucleus users
The Nucleus census tracks the progress of our users year-on-year, and gathers their views on the industry now and in the future. Read the 2021 edition now.
Nucleus census 2020
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Nucleus census 2019
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Nucleus census 2018
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Getting in touch with us couldn't be easier
Are you interested in becoming a Nucleus user? Then simply click on the button below to contact one of our regional business development directors who'll be delighted to help. If you're an existing user, hit the button below to download your regional contact sheet.