- Wrap
- No-adviser Documents
- No-adviser documents
This page has been designed for when you don't have an adviser. It contains the information you need to manage your accounts and investments and how we can help you do that.
Simply search for the document you want from the menu on the left.
Please note that an updated version of your terms and conditions (effective from 26.2.25) is also available to view and download below.
If you'd like a paper copy of any document or you need extra help contact us on 0131 226 9535 (option 1).
- Terms and conditions
- Key features and policy documents
- How to guides
- Forms
- Other information
- Nucleus Go
0003-35 Key features of the Nucleus wrap
0155-13 Key features of the Nucleus General account
0004-29 Key features - Isa account
0006-33 Key features - Pension account
0033-23 Key features - Nucleus Offshore Bond
0044-20 Key features - Nucleus Onshore Bond account
0317-07 Key features - Junior Isa account
0642-02 Plan conditions - Nucleus Onshore bond accounts - SFA1
How to top up
0740.01 - How to top-up your existing Nucleus Isa
0791.01 - How to top up your existing Nucleus Pension
0793.01 - How to top up your existing Nucleus General account
0800.01 - How to top-up your existing Nucleus Isa from your General account (Bed and Isa)
0820.01 - How to top-up an existing Nucleus Junior Isa ("Jisa")
How to sell and/or withdraw
0720.01 - How to withdraw money from an ISA account (enough cash available)
0721.01 - How to withdraw money from a General account (enough cash available)
0724.02 - How to instruct a sell and withdrawal from a General account (not enough cash available)
0723.01 - How to instruct a sell and withdrawal from an Isa account (not enough cash available)
0737.01 - How to trade (buy and sell assets)
0738.01 - How to take benefits from your pension (flexi access drawdown)
How to transfer
0790.01 - How to transfer a Pension to your existing Nucleus Pension in cash
0794.01 - How to transfer an Isa to your existing Nucleus Isa in cash
0795.01 - How to transfer an Isa to your existing Nucleus Isa by re-registering your assets
0796.01 - How to transfer a Pension to your existing Nucleus Pension by re-registering your assets
0824.01 - How to transfer a Junior Isa or Child Trust Fund to an existing Nucleus Jisa in cash
How to make regular payments
0792.01 - How to make regular payments to an existing General account or Isa
0801.01 - How to make regular payments to an existing Pension account
0822.01 - How to make regular payments to an existing Nucleus Junior Isa ("Jisa")
How to update your personal details
Forms for top up
0725.02 - Pension top up application form (no adviser)
0726.01 - Flexi Isa top up application form (no adviser)
0727.01 - General account top up application form (no adviser)
0728.01 - Jisa top up application form (no adviser)
Forms for re-registration
0729.01 - Jisa re-registration authority (no adviser)
0730.01 - Re-registration authority for General, Isa or Pension accounts (no adviser)
Forms for transfers
0731.01 - Jisa transfer authority – cash transfer only (no adviser)
0732.01 - Isa transfer authority – cash transfer only (no adviser)
0733.01 - Pension transfer authority – cash transfer only (no adviser)
Forms for changing personal details
Accessing and registering for Nucleus Go
Looking to register for Nucleus Go or having difficulty getting back into your account? Our handy user guide has everything you need to access your account online.
User guide to access and register for Nucleus Go
Other helpful links you may wish to use: