Podcast 015: David Ferguson – On Handing Power Back To Advisers & Clients”

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In this extended version of my interview with Nucleus CEO David Ferguson, we talk a about how he went from being a computer geek at school to a ‘failed actuary,’ to setting up the platform in 2006. David took us right back to the beginning, when he and his cofounder Philip Martin sat down in an empty office on their first day in the business; all they had was £5m in the bank and a big idea but nothing else. So ‘they went out and bought some iMacs’

David shares his thoughts on the current challenges facing traditional life companies, and why advisers should be wary of falling platforms who bolt on asset management as a way to prop up their financials.

We also talked about what some of the best planning firms using Nucleus have in common – relentless focus on client outcomes and strong operational efficiency.

Abraham Okusanya

Director

Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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