May 18, 2024

Empower Service Hub

Timely Service

Nucleus appoints ex-Canada Life’s Julia Peake as technical manager

2 min read

Nucleus Financial Platforms has appointed Julia Peake as technical manager, further strengthening its technical services team.

She joins from Canada Life where she was a technical specialist for three years, and previously worked for Sanlam.

In a career spanning over 20 years in financial services, she’s held a number of roles working with providers, wealth planners and national advisory networks in pension, tax, trust and estate planning.

Reporting to Andy Tully, technical services director, she will be part of Nucleus’ specialist Technical Services Unit, supporting advisers and helping to shape the group’s overall proposition.

Following the acquisition of Curtis Banks, Nucleus has brought together its 15 strong team of technical specialists into a single centre of excellence.

The team creates bespoke technical content and attends both Nucleus-led and wider industry events sharing technical expertise and insight to deepen advisers’ understanding of the ever-changing financial landscape, and how they can deliver better outcomes for their clients.

They also work with industry groups and regulators, along with other statutory bodies, to champion financial planning and campaign and lobby for change to ensure greater political consensus around pension and long-term savings policy.

Tully said: “We’re delighted to welcome Julia to Nucleus. Her expertise will strengthen our team supporting advisers as they wrestle with the complexities of taxation and pensions so they can support their clients.

“She joins at a crucial time given the number of recent changes. Our role is to help advisers navigate these
so that they can ultimately help make retirement more rewarding for their clients.”

Peake added: “I’m thrilled to join Nucleus’ respected technical team. With an uncertain policy roadmap and a potential change of government later this year, there’s lots to do to support advisers helping them to keep on top of the changes and to deliver exceptional support to their clients.

“It’s great to be working with Andy again and everyone across Nucleus has been so welcoming. I’m looking forward to playing my part in helping to build the best retirement platform for advisers and their clients.

“In these uncertain times, with widespread cost-of-living concerns and volatile markets, it’s more important than ever to improve understanding of pensions, taxation and building a holistic financial strategy so that more people can feel confident about their financial future.”

link

Leave a Reply

Your email address will not be published. Required fields are marked *

Copyright © All rights reserved. | Newsphere by AF themes.