Andrew initially joined Nucleus at inception in 2006, becoming Chief Operating Officer
(COO) in 2008 and then CTO, spearheading the design, development, and launch of what
became the award-winning Nucleus wrap platform. He was previously platform COO for AXA
Elevate and VP of Technology and Operations at Thomson Reuters. Both roles involved
managing large teams and focusing on integrating digital solutions to help transform the
businesses.

Smith joins the other senior appointments to the combined leadership team - Richard
Warner (COO), Alex Kovach (CCO) and Alison Longbottom (CPO) - following James Hay’s
acquisition of Nucleus which completed last month.

Group CEO Richard Rowney commented on the appointment saying: “I’m thrilled to have
Andrew as part of our leadership team. He played such an integral role in building Nucleus,
and his extensive knowledge of technology and platforms will be instrumental as we work to
bring together both businesses to create the best retirement-focused adviser platform in the
UK.”

Andrew Smith added: “I’m looking forward to working with Richard and the rest of the
leadership team to build upon what we’ve already achieved respectively and create
something really special, namely a scale platform that truly delivers for advisers and their
customers, underpinned by a superior digital experience.”