Our Compliance & Risk

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Roberta Lancaster

Senior Compliance Manager

Roberta joined Lumin in November 2021 to manage the compliance function. Roberta has worked in compliance and risk in multiple financial services industries, including professional services and private banking. Roberta holds a Bachelor of Laws (Hons) Degree and a Certificate in Compliance.

Qualifications

LLB (Hons)

Insights by Roberta Lancaster

Turn the new tax year into significantly extra income

A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.

Beyond ESG or green ­labels: The opportunities, limitations and trade-offs

There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.

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Read our publication covering essential financial planning ideas