Document name Overview Category

This form should only be completed if you wish to make a withdrawal from your SIPP under the small pension fund lump sum rules.

 Nucleus SIPP, Nucleus Flexi SIPP, Nucleus Modular iSIPP, Money out
A form used to grant third party information-only access to a Nucleus customer's product where they hold the appropriate permission Contacts

A form used for third parties to make subscriptions into a Junior ISA

 Money in
Our guide of considerations and requirements for requests to transfer your SIPP away from Nucleus, as cash or in-specie, to another pension provider Support guides
An application form used to request a certificate from Nucleus that uses your evidence of previous SIPP withdrawals to calculate your entitlement to your lump sum allowance Money out
A handy guide produced by the UK Platform Group to help you understand the industry terminology that is regularly used to describe how financial platforms apply their charges. Support guides
A guide produced by MoneyHelper to help you understand your options at retirement when it comes to withdrawing money from your pension. Support guides