View more on these topics

Nucleus adds first tranche of gift trusts to platform

Nucleus has added gift trusts to its platform due to demand from advisers for an on-platform option.

The platform gives advisers and their clients access to the bare, discretionary onshore and the onshore bond discretionary discounted gift trusts.

Nucleus business development director Barry Neilson says: “The main issues with existing trust propositions is that often technical support can come with conditions and the deeds are adapted from legacy products and may not have considered the impact of adviser charging.

“We wanted to ensure that our users had access to a more modern range of trust deeds that are underpinned by strong technical support that is available to everyone.”

Nucleus is looking to complete the suite next month with the addition of protection, discretionary loan, interest in possession and spousal bypass trusts.

Recommended

1

FSA carries out PPI “lessons learned” review

The FSA has carried out a “lessons learned” review into the misselling of payment protection insurance. The regulator’s November board minutes, published this week, show Financial Conduct Authority chief executive designate Martin Wheatley discussed the report with Treasury select committee chair Andrew Tyrie. The minutes say the TSC wanted the review to examine the strategy […]

RPMI launches employer auto-enrolment tool

Pensions administrator RPMI has launched an auto-enrolment tool to help employers introduce the changes to their workforce. The package, Autoenrolme, includes web content, printed booklets and letters, DVDs, infographics and interactive tools. RPMI says the tool will explain to employees and scheme members the complexities of pensions and help them understand how auto-enrolment will affect […]

Campbell Macpherson MM blog
25

Where is the next generation of financial advisers coming from?

‘Business-minded post-grads wanted for exciting career in financial advice. Requires ability to breeze through exams, sell ice to Eskimos, create long-lasting relationships and cover their backsides. Aptitude for using crystal ball to forecast future regulatory changes will also be a plus. Preferably equipped with a bulging black book of wealthy contacts. Sense of humour mandatory.’ […]

9

FSA writes to Sipps requesting details of Harlequin investments

The FSA has written to Sipp operators requesting information on members who have invested in Harlequin Property. The regulator has contacted Sipp firms asking whether any of their clients have holdings in the overseas property company. Any firm whose members have invested in Harlequin have been given five working days to provide the FSA with […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com