| 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 let us know about the back office support systems you need access to. |
Adviser | |
Form to enable advisers to switch their client's advice charges between head-account or product level. |
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 | |
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 |