Nucleus is one of the leading investment platform groups in the UK. Our business exists exclusively to support advisers and their clients, helping you make retirement more rewarding.

We're well known for providing guaranteed solutions, but you might not know we provide on and off platform solutions, so you and your clients get the best of both worlds.

Also, we’ve been innovating and starting to turn the heads of some of the UK’s leading investment managers and advisers. We’ve created a new guaranteed income producing asset that sits on your platform, inside your client's drawdown SIPP investment portfolio, alongside their other assets.

The independent research and analysis concludes that in-retirement clients could achieve better outcomes by incorporating this new asset into their portfolio.

Here at Vanguard, we aim to not only act as a helping hand for advisers in supporting their clients and their professional development, but also to help explain and advocate for the value of advice itself.

We aim to support advisers be that through our online accredited learning portal, Vanguard 365; or by bringing the industry together at events like The Vanguard Tough Mudder Takeover; or through our suite of low-cost, simple investment products and dedicated adviser services team.

It’s all part of our long-term commitment to deliver value to you, and your clients too.

Nokkel is transforming wealth management by integrating property into a comprehensive advisory dashboard on existing wealth platforms, complemented by an interactive client app. 

The dashboard features automated alerts about key financial decision points, enhancing communication between advisers and clients while generating revenue and facilitating better decision-making through property-related financial solutions. 

Nokkel’s automated system identifies clients eligible for property-related product renewals or upgrades, facilitating seamless referrals to specialists. 

With access to consolidated data on the UK’s 28 million residential properties, Nokkel offers valuable insights for smarter financial planning.

Thank you for attending the Adviser 3.0 Event and coming to chat with the Transact team. It was great to meet with so many of you!

Transact makes financial planning easier. We offer market-leading functionality and personal service underpinned by in-house software and wrappers. We also provide comprehensive tax reporting (capital gains and income, including offshore excess income), bulk reporting exports and APIs, plus full support including live chat, co-browse and support from our Technical Services Team.

We are a platform leader, but we aren’t complacent: we are changing to transform our business. Contact us to learn about our unique functionality and hear our plans to create a more integrated adviser ecosystem.

Curious to know more about how our game-changing “Who Not How” concept can transform your life AND business?  

Who Not How is more than just a concept, It’s a leadership principle, A vehicle for expanding capabilities.

A mindset to help anyone build their ideal lifestyle.

Find out how “Who Not How” can give you an actionable road map so you can put this concept to work in your own life and business. 

We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. On behalf of savers, retirees and institutions worldwide, we manage £1.4 trillion in assets*.

*Source: LGIM internal data as at 31 December 2021. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.