Momentum at the IA International Retirement Planning Forum in London, and John Batty

Published: 11 Jun 2015

We are delighted to announce that Momentum Pensions will be co-sponsoring International Adviser’s next International Retirement Planning Forum. Paul Forman, our Head of Sales – UK and Europe, will be speaking at the event.

Paul’s talk will focus on the increased flexibility being offered by pensions since April 2015, and how it impacts adviser planning strategies for both expatriate and UK resident clients. He will set out examples of how QROPS can add value where HNW clients struggle with lifetime allowance issues, require a tax-efficient retirement income, or are simply looking to pass on more of their pension fund on death.

The discussion will also cover a brief jurisdictional update for QROPS.

The event is being held at the Waldorf Hilton in London on Thursday 25th June. To register your attendance, click here.

 

John Batty

After four hugely successful years with Momentum, John will shortly leave the Group to take the helm at Templeton Insurance, Isle of Man. Notwithstanding his new role, John will continue to serve Momentum as a Director of our Isle of Man business, and also as a consultant to the wider Group of Companies. John’s departure gives us the opportunity to change the support for our distribution, with Paul Forman now taking the lead to cover the UK and Europe. Craig Cheyne remains the overall Head of Sales, with specific responsibility for Asia.

John has been instrumental in our success over the recent past, and whilst we are sorry to see him depart, we are delighted that he will continue to stay involved with the Group.

 

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