Find out what Group CEO Stewart Davies had to say to FT Adviser about what the changes to the Australian Lifetime Allowance rules could mean for UK Advisers.
More than two out of five retirement advisers are concerned that a SIPP provider they use won’t be able to meet September’s capital adequacy requirements, our recent research shows. The study – issued five months before new capital adequacy rules basing solvency requirements on the proportion of standard and non-standard… Read more
We are delighted to announce that Liz Wesson has been appointed as Business Development Manager. She will be Momentum’s first sales and technical support appointment specifically focusing on the Midlands region. Liz was previously a Wealth Management Consultant at Old Mutual Wealth Management. Her principal focus at Momentum will be… Read more
Momentum is pleased to announce that Craig Cheyne, Group Head of Sales, and Susan Brooks, Group Head of Administration and Investment, have both been appointed to the board of Momentum Malta. “We very much welcome Susan and Craig to Momentum’s Malta Board,” commented Stewart Davies, Momentum CEO. “We continue to… Read more
Paul Forman, Momentum Head of Sales for the UK and Europe, has been appointed to the board of the Group’s UK division. This comes a year into Paul’s tenure with the Group, and follows a period of increasing success for Momentum’s recently established SIPP business. “We are very pleased to… Read more