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Nucleus appoints new client relations director

Nucleus has appointed Joanne Rutherford as its new client relations director.

Rutherford, former Nucleus’ transfer and compliance manager, will now manage the platform’s five-strong client management and transfer team, working closely with Nucleus’s third party administrator, Scottish Friendly.

Rutherford says: “Having worked in the financial services sector for over 10 years, I am amazed at how much still needs to be done to truly tackle the shoddy customer service levels that prevail. My new role will allow me to be a part of a team that is already addressing this issue and shifting the balance of power from manufacturer to end-user.”

Nucleus chief operations officer Andrew Smith says: “Joanne will be a fantastic addition to our team. Her appointment comes at a pivotal time for the business as we look to exceed our IFA firms’ expectations during these testing times.

“I am confident Joanne’s solid customer centric approach will be a key factor in ensuring this happens.”

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(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.

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