View more on these topics

Nucleus appoints two new IFA account managers

Nucleus Financial Group has appointed John Walls and Nichola Burns as IFA account managers.

Walls joins from Scottish Widows where he was business support manager, monitoring the effectiveness of controls across client services, most notably ensuring adherence to internal and external regulation requirements.

Burns is rejoining the industry following a career break.

She previously worked at Life Association of Scotland/ Britannia Life where she was a senior pensions administrator within the executive pensions department and prior to that in the executive pension department at Scottish Life.

In their new roles both will be assisting and supporting IFA firms in transferring client assets onto the platform, preparing marketing and communication plans, liaising with and supporting IFA back offices and undertaking platform training and development for users.

Nucleus business development director Philip Martin says: “I am delighted that John and Nichola have joined the team. They bring with them tremendous technical expertise combined with strong communication skills – both of which will prove invaluable to the business as it continues to grow and develop.”


Personal accounts pose huge liability risk for Government

The Government is taking a colossal political risk with personal accounts and will not avoid liability if the default fund fails to perform, warn leading pension commentators.Debbie Harrison, a senior visiting fellow at the Pension Institute of Cass Business School, says nine million employees, typically low to medium-earners, will be swept into personal accounts in […]

GE Life exits reversion market

The equity-release market has been dealt a blow after one of the leading providers, GE Life, pulled out of the home-reversion sector.The insurer cites low sales for its decision but has pledged to look after existing customers following its exit. It will now look to focus on the lifetime mortgage market.Safe Home Income Plans revealed […]

Hogarth’s Paradigm opens with 50/50 deal

Paradigm Partners chief executive Paul Hogarth’s latest venture opened last week with the former Bankhall supremo offering advisers a 50/50 split of all future earnings from assets held on its platform.Advisers can get 50 per cent of all income from investments shifted on to its platform and mortgage business carried out through its Mortgage Services […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment