| Document name | Overview | Category |
|---|---|---|
| A brief guide to the options available to you when looking to take money out of a Nucleus SIPP product | Support guides | |
| The form used by customers to appoint a financial adviser to oversee and manage their Nucleus products | Adviser | |
A form to register your adviser firm with Nucleus |
Adviser | |
| The form used to register an adviser firm so they may use the Nucleus platform to manage our products for their clients | Adviser | |
| The Nucleus policy on adviser charges to be paid from their clients' Nucleus products | Adviser | |
| The terms of business outlining the conditions of the relationship between Nucleus and financial adviser firms | Adviser | |
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 | |
| Our policy for instructing the proportionate sale of your eligible assets, where the current level of product cash is not enough to cover a withdrawal request or a charge that is due | Support guides | |
| This trust form is designed to allow payment of the proceeds to the trustees without grant of probate/letters of administration/confirmation. The trust has no other purpose and no Inheritance Tax saving will be achieved by its use | Nucleus Trust | |
| A form used to change the person named as the primary contact for Nucleus products held by minors | Contacts |