Momentum Pensions understand the complex demands and responsibilities of acting as trustees and administrators to a pension scheme. We also understand the importance of investment advice and appreciate the time and the expertise required.
Our approach is simple – we focus on our duties as trustees and administrators. We leave the investment advice to the professional adviser – we establish and understand the client’s aspirations from the outset so we can ensure that any investment activity is in line with the client’s wishes and fits within any regulatory and scheme framework. We provide oversight and accountability for investment decisions at all times.
To help manage doing business with us we provide a suite of tools via a password protected Adviser’s area. We make available Product Summaries, Application Forms, various and sundry operational forms and Scheme Particulars, all supplied as PDF files. You’ll also find a Critical Yield Calculator to be used when assessing a QROPS. Login details will be provided once we have signed terms of business.
To receive further information and to discuss your requirements please contact either Craig Cheyne, Head of Sales (for Middle and Far East region) or John Batty, Intermediary Relationship Director (for Europe) .
How to Introduce Business
In order to introduce business to Momentum Pensions, please download and complete the Introducer Questionnaire, sign and return a copy of the form to us by fax: +356 2787 7671, or scan and email to our Malta office. Alternatively you can post to: Momentum Pensions Malta Limited, Ground Floor, Crown Marina, Ta’ Xbiex Seafront, Ta’ Xbiex, XBX1027, Malta
Once we have received your questionnaire, we will contact you with details of our due diligence requirements and send you the terms of business for you to execute and return, which then enables us to enter into a business relationship with you.