By Daniel Sherville on July 26, 2010
Nucleus, the IFA-owned and controlled wrap proposition, has become the first wrap platform to join Options, the insurance industry’s initiative to transform the speed of annuity and pension transfers.
Options – the Open Market Pension Transfer Service – was launched in October 2008 to provide an online system that enables information …
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Posted in Communications | Tagged ABI Options, Barry Neilson, Nucleus, Nucleus Financial, wrap
By Daniel Sherville on July 16, 2010
Burley Financial Services has announced it is to join the IFA-owned and controlled wrap proposition Nucleus.
Sheffield-based Burley Financial Services was founded in 1953 to provide financial solutions for clients in the Yorkshire region but has since expanded throughout the British Isles. The four-strong firm of IFAs specialises in advice on …
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Posted in Communications, Media relations | Tagged Barry Neilson, Burley Financial Services, Nucleus Financial, Steven Burley
By Daniel Sherville on February 25, 2010
The trend for IFAs to communicate electronically with clients is set to surge according to a poll of IFA firms by independent wrap platform Nucleus.
The findings, which are based on the views of 30 IFA firms representing 171 individual advisers, reveal that half of those questioned believe that the …
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Posted in Communications | Tagged Equilibrium Asset Management, IFA, Mike Deverell, Nucleus Financial, platform, wrap
