"Holly at Nucleus made my experience…"

Holly at Nucleus made my experience great. She is so helpful and supplied all the information re pensions that were needed, it was complex too!
Thank you. Holly.
Claire

"Perfect"

Good, clear advice was given and my enquiry was dealt with quickly and very efficiently. I felt that customer satisfaction was at the forefront of the process.

"Responded to request by return and…"

Responded to request by return and supplied all information.

"Request by third party agent duly…"

Request by third party agent duly actioned

"Your quarterly reports are clear and…"

Your quarterly reports are clear and concise.

"Really professional"

Really professional agent that dealt with my request perfectly.

"Reliable Company"

Professional reliable company with excellent communication.

"Level of service and refusal to to…"

Level of service and refusal to to carry out clients requests is simply appalling, Have complained previously and complaints are dismissed under the excuses of policy. Totally miss the point that it’s clients money and not there’s … have been left with no alternative but to take matters to the authorities

"Surrender of Offshore Bond and 2 x Pensions"

1. I submitted surrender papers to Nucleus via my IFA on 12th May for my Offshore Bond and 2 Pensions.
2. My Offshore Bond was converted to cash on 18.5.23, with the exception of a small amount in a suspended fund.
3. I am still awaiting for the transfer of MY MONEY iro the Bond, but it looks like this will soon be concluded, including an 'In Specie' transfer of the suspended fund.
4. Likewise there has been no movement on my 2 pensions, and my new Pension custodian (Morningstar) have had serious problems in making contact with somebody at Nucleus Pensions who knows what they are doing.
5. There seems to be a disconnect between the different departments at Nucleus, whereby the Helpline staff do not have on line access to a real time central programme providing the latest details. The disconnect then seemed to happen with the adminstrators with various people 'passing the buck'. My Offshre Bond money (c. GBP 540,000) has now been un-invested for nearly 2 months.
Regards,
GaryH.

"I ended up phoning"

I ended up phoning. However it was quite helpful.