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.

 

Other stories

Individual Protection can help mitigate tax charges

Published: 26 Jun 2017

The UK Government’s reductions in the lifetime allowance from £1.5million to £1.25million in 2014/15 and subsequently from £1.25million to £1million in 2016/17 have limited the amount that savers can put into a private pension fund before the excess becomes subject to relatively high levels of tax.

Read full article...

Refining the benefits of Defined Benefit pension schemes

Published: 16 Jun 2017

The countdown for final salary or Defined Benefit (DB) schemes has been a long time coming as they are gradually replaced by Defined Contribution (DC) schemes. But the pace is picking up as the realisation grows that the economics behind DB schemes no longer stack up and they become too expensive to provide – posing a series of questions for anyone with this type of scheme.

Read full article...

UK Budget 2017

Published: 09 Mar 2017

Philip Hammond delivered his first full UK Budget speech on Wednesday 8th March 2017, and delivered significant news for the International Pensions industry. Full details of the specific measures can be found here, which will be analysed in detail by us.

Read full article...

In sickness and in health

Published: 25 Nov 2016

A good financial adviser will pride him or herself on getting to know a client inside out, often over a period of many years. They will go that extra mile to find out all about their client, whether it’s the obvious, such as attitude to risk and understanding their retirement ambitions, or the less obvious, such as family background.

Read full article...