Nucleus SIPP
What we offer, how it works, and the benefits for your clients
The Nucleus SIPP is our flagship self-invested personal pension product. Its tax-efficient structure and range of investment options make it a reliable long-term retirement choice for your clients.
With the Nucleus SIPP, they can:
- contribute by bank transfer or Direct Debit, up to their annual allowance (currently £60,000 per tax year), and receive contributions from employers and third parties
- receive basic rate contribution tax relief at source, allowing for quicker investment
- invest in platform funds, managed portfolios, fixed-term deposits and notice accounts, as well as exchange traded investments (ETIs) via the platform's integrated stockbroking service
- grow a pension fund in a mostly tax-free environment
Key literature
Take a look at the documents below to learn more about how our Nucleus SIPP works:
Platform Services Terms and Conditions
Consectetur adipisicing elit, sed do eiusmod.
Charges Schedule
Consectetur adipisicing elit, sed do eiusmod.
Key Features Permitted
Consectetur adipisicing elit, sed do eiusmod.
Permitted Investments List
Consectetur adipisicing elit, sed do eiusmod.
Charges Schedule
Consectetur adipisicing elit, sed do eiusmod.
These documents tell you more about how we operate:
Our charges
This table shows our Platform Charge, which is based on the value of all assets in your client’s Nucleus products. Please refer to the product’s Charges Schedule for full details of our charges.
| Account charges | Amount | |
|---|---|---|
| Platform charge - Based on the value of all assets in the Nucleus SIPP, ISA, GIA and Offshore Bond An additional 0.15% p.a. charge applies to customers holding an Offshore Bond, based on the value of assets in the Offshore Bond only. |
First £200,000 | 0.33% per year |
| Next £300,000 | 0.30% per year | |
| Next £500,000 | 0.175% per year | |
| Over £1 million | 0.05% per year | |
| (payable monthly, £13.25 minimum | ||
How to apply
Our products can be opened by individuals through the platform. Your client can sign their application form using a secure digital signature, resulting in a swift, integrated set up.
You can register for access to the platform by following these simple steps:
Step 1
Consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Step 2
Consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Step 3
Consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Explore our document library
Head over to our document library for all the literature you'll need to help manage your clients' Nucleus products.
