/ Research & Consultancy
The meaning of value
We’ve worked together with Royal London to understand what customers actually value.
/ Our approach
We've grown significantly over time from a boutique consultancy to a fully fledged research house.
Our origin story is grounded in the platform sector. That’s reflected in one of two annual set pieces – the State of the Platform Nation – a strategic look at the platform market overall and the State of the Advice Nation.
The State of the Advice Nation is our biggest research project. It’s a standalone omnibus study which aims to understand the issues that concern the advice profession.
Alongside these publications, we carry out quarterly reporting to create a full picture of wealth in the UK, spanning sectors such as managed portfolio services and the direct-to-consumer market.
Beyond the market insight and data analysis, our insight is powered by our 1,300-strong panel of advice professionals.
We offer thought leadership papers through a sponsorship and partnership model, such as The Advice Gap, Fragmented World and our award-winning paper Crossing the ESG Event Horizon.
If you’re after more bespoke insight, we can help with that too. Some of our projects are more behind the scenes, for example gauging reaction to future developments, proposition testing and ‘take-to-market’ strategy.
From our perspective, what’s different about the way we work is that we’ll always have an eye on the communications and PR of any research we do because it’s embedded in our business to think that way.
If you approach us with a brief, we’ll encourage you to think about the project from different angles. We think people get a much better experience as a result.
/ Take part
Have your say
Over 1,300 advice professionals regularly participate in our surveys. In exchange for their time, we share exclusive insights, and other incentives with them
We don’t have any live surveys in the field right now, but if you share your details we’ll make sure you hear about future surveys.
If you’re an advice professional, enter your details below to hear about our latest surveys
Independent research with reach
Agenda-setting insight and analysis
Turning intelligence into action
/ White papers
The Impact of Poor Platform Service
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
The meaning of value
The impact of poor platform service
Q3 market scorecard
Excess reportable income: borrowed time
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.