Policy position at wrap platform

Vahey moves into technical role at Nucleus

Rachel VaheyNucleus, the adviser-built wrap, has appointed Rachel Vahey as a product technical manager to boost its pensions and tax expertise.

Ms Vahey has worked as an independent pensions consultant at Rachel Vahey Consulting since 2011 and has built a reputation for being a go-to expert for technical matters across financial services trade publications.

Before that, she spent 13 years at Aegon in a number of roles, most recently head of pensions development and also worked at Scottish Life, for seven years.

In her new role Ms Vahey will work alongside product technical manager Jon Gwinnett in the delivery of technical training for adviser firm users and also providing technical expertise to advisers via Nucleus factsheets, blogs and other content.

She will also develop a policy role working with government, regulators, industry bodies and advisers, and be a media spokesperson. 

Ms Vahey said of her appointment: “After five years, I am thrilled to be tempted out of self-employment by one of the most forward-thinking financial services companies. Especially at a time when the savings environment is about to undergo a fundamental shift.

“As the UK prepares to leave the EU, the tax environment for savings is coming under increasing pressure. The decisions the UK takes over the next two years will lay the path for the next savings generation. I am looking forward to the challenge of helping Nucleus’s advisers get to grips with these changes as the savings landscape evolves.”

Nicola Megaw, head of legal and technical at Nucleus, added: “We are delighted that Rachel is joining our team, strengthening the technical offering we provide for our adviser users.

“Rachel has built an impressive profile during her career in pensions, and we know her knowledge and skills will benefit advisers by helping them to navigate their way through the ever-changing pensions and savings landscape over the next few years.”


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