Advisors

Our team at Momentum Pensions understand the complex demands and responsibilities of acting as trustees and administrator to a pension scheme. We also understand the importance of investment advice and appreciate the time and expertise required to give professional advice to discerning clients.

Our approach is simple - we focus on our duties as trustees and administrators. We leave the investment advice to the professional advisor - We establish and understand the client’s aspirations from the outset so we can ensure any investment activity is in line with the client’s wishes and fits within any regulatory and scheme framework.

Our model is very much about partnership with professional advisers and we work to support you in managing the clients pension fund, providing the necessary oversight to ensure we can fully discharge our duties as trustees. We maintain full oversight and accountability for investment decisions at all times. We are sure you would expect no less.

You will find some key reasons to choose us to support you and your client here.

Please Contact Us to discuss how we can work with you to support you and your client.

To introduce business to Momentum Pensions directly please complete the Introducer Questionnaire detailed below, sign and return a copy of the form to us by fax: 01624 612479, or scan and email to: .(JavaScript must be enabled to view this email address) Alternatively you can post to: Momentum Pensions Ltd, Millennium House, Victoria Road, Douglas, Isle of Man, IM2 4RW

Once we have received your questionnaire we will contact you with details of the due diligence that we require and send you the terms of business for you to sign and return to enable us to enter into a business relationship with you.

• Introducer Questionnaire
• Critical Yield Calculator