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Document name Overview Category
Accessing your SIPP
A brief guide to the options available to you when looking to take money out of a Nucleus SIPP product Support guides
Adviser appointment
The form used by customers to appoint a financial adviser to oversee and manage their Nucleus products Adviser
Adviser back office integration form

A form to let us know about the back office support systems you need access to.

Adviser
Adviser Charges Amendment Form

Form to enable advisers to switch their client's advice charges between head-account or product level.

Adviser
Adviser firm registration form

A form to register your adviser firm with Nucleus

Adviser
Adviser registration pack
The form used to register an adviser firm so they may use the Nucleus platform to manage our products for their clients Adviser
Adviser remuneration policy
The Nucleus policy on adviser charges to be paid from their clients' Nucleus products Adviser
Adviser terms of business
The terms of business outlining the conditions of the relationship between Nucleus and financial adviser firms Adviser
Annuity request form

A form if you wish to exercise the open market option to purchase a lifetime annuity with your Nucleus pension savings.

Nucleus SIPP, Nucleus Flexi SIPP, Nucleus Modular iSIPP, Money out
Asset transfer instruction between Nucleus GIA accounts

A form to be used if you wish to instruct us to transfer assets from one GIA to another within Nucleus.

Nucleus GIA, Nucleus Modular GIA

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