| Document name | Overview | Category |
|---|---|---|
| Produced as a draft for the consideration of the parties’ legal advisers, this deed has been designed for use only with the Nucleus By-pass Trust and Nucleus Discretionary Trusts, which include the discretionary Gift, Loan and Discounted Gift Trusts | Trust | |
| This trust form is designed to allow payment of the policy proceeds to the trustees without grant of probate/administration/ confirmation. The Trust is designed for use with investment bonds and other investments, and is not to be used for SIPP products | Trust | |
| This form should be used by the lender to acknowledge receipt of the repayment of part or all of the loan. | Trust | |
| An application to open a SIPP with Nucleus that is designed to receive pension credit, where the recipient has no further entitlement to tax-free withdrawals | Pension sharing | |
| A statement which, if included in a will or a will codicil, enables the lender to pass on their loan entitlement on death, so they can continue receiving the part repayment of the loan. | Trust | |
A form used to nominate the preferred beneficiaries to receive pension benefits following a death. |
Money out | |
A form for estate executors to use to request settlement of a deceased customer's GIA. |
Contacts | |
| The form used to set up regular payments in from a customer into their GIA or ISA products with Nucleus | Money in | |
| This trust form is designed for use with life assurance or capital redemption policies. It is designed to allow payment of the policy proceeds to the Trustees without the need for a grant of probate/letters of administration/confirmation, and is not to be used for SIPP products | Trust | |
| Our guide to some of the warnings signs that could put your money at risk, and what you (and we) can do about it to keep your money safe | Support guides |