The 2024 Nucleus Retirement Confidence Index
The second edition of the comprehensive report is now available.
The 2023 Nucleus Retirement Confidence Index
Nucleus Financial Platforms, one of the UK’s leading, independent, adviser platform groups, launched the UK Retirement Confidence Index in November. The comprehensive study, the first of its kind, involved surveying more than 2,200 UK adults aged 50 and over by YouGov. It’s based on responses to the central question of how confident those approaching or […]
House Rules
The equity release industry has faced an uphill battle to shed the negative perceptions which have followed it around for the last several decades. While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
To Retirement And Beyond: The Lifetime Costs Of Investing
Welcome to our exploration of drawdown income sustainability.
Curtis banks your future sipp: a pricing analysis
The lang cat to carry out a pricing analysis, comparing Your Future SIPP to providers from across the SIPP market
Never mind the quality feel the width 3
NEVER MIND THE QUALITY, FEEL THE WIDTH 3 is a major market study examining some of the key issues and topics in the investment outsourcing market
How I learned to stop worrying and love SIPP due diligence
Due diligence is one of our beloved industry’s trickier beasts. Much like dental check-ups, MOTs and dinner with the in-laws, many of us have to go through it but very few relish the prospect.
How to get your money back: the UK withdrawal product landscape
In HOW TO GET YOUR MONEY BACK, you’ll find a dissection of the guaranteed drawdown market ‘which is a small one, but a market nonetheless’ alongside ‘normal’ drawdown and annuities
Income in retirement through platforms: An analysis by the lang cat
This document is a review by the lang cat of the Zurich Intermediary Platform’s (ZIP) income in
Never mind the quality feel the width 2
A major study aimed at fund managers, platforms/providers and advisers
