Nucleus events

Our events programme is the cornerstone of our platform proposition. Whether we’re meeting you face-to-face or virtually, our events aim to educate, entertain and engage.

Networking with a difference

We want to help you and your firm to be the best you can be. So unlike other providers, we won't try to sell you anything at our events. Instead, we'll invite you to hear from subject matter experts who'll share the latest in technical, regulatory and best practice insights with you. We also invite you to contribute to the platform’s development. Whether you’re an adviser, paraplanner or administrator you’ll get the chance to exchange ideas, learn from others and make valuable connections. 

Illuminate Live

In today’s market there are very few events that focus solely on financial planning and practice management and how to deliver better outcomes for clients. With this in mind, we created Illuminate Live. The event is designed to give you exposure to current thinking, regulatory changes and future trends. You'll receive a certificate of attendance with the CPD hours attained.

Who normally attends

Owners, advisers, practice managers and paraplanners

The next Illuminate Live

User sessions

Our user session events are aimed at those who use the platform on a day-to-day basis. They are held regularly throughout the year and are a chance to find out more about upcoming Nucleus platform developments, see demos of new enhancements before they go live and provide us with your feedback.

There are also opportunities to share best practice and give us suggestions for developing the Nucleus platform. We often provide training on new tools and features as well as some training on the basics for anyone completely new to the platform. Whether you’re a long time user or new to Nucleus there’s always something new to learn.

Who normally attends

Administrators, paraplanners, practice managers and advisers

The next user session

Our adviser and platform-user community

To harness the opportunities this group presents we run an extensive programme of events designed to help you build and share knowledge in areas that are vital to the successful development of your business. Whether you’re an adviser, paraplanner or administrator you’ll get the chance to share success stories, learn from other’s mistakes, discuss industry issues and make valuable connections.

Nucleus platform development group

Members of the platform development group meet regularly to develop the functionality of the platform and help to assess how enhancements are defined, shaped and scheduled.

We hand the reins over to you in these meetings, and each member provides feedback on the platform's development, suggests ideas for improvement and helps prioritise the list of upcoming changes.

If you'd like to be part of the platform development group, please contact our events team for more information.

Nucleus practice development forum

Our practice development forum adviser events give business owners the opportunity to discuss and share best practice with other firms in their region.

The forums are all chaired by practitioners and take place regularly throughout the year. If you'd like to join a practice development group please contact our events team for more information.




CII accreditation

Some of our events are accredited by the CII and can be included as part of your CII/Personal Finance Society CPD requirement if you consider the content relevant to your professional development needs. 


Getting in touch

If you have any questions or comments about our events programme please email the events team or your account manager.