Momentum at the International Adviser European Expert Investor Forum

Published: 18 Aug 2015

Momentum is very pleased to be co-sponsoring International Adviser’s European Expert Investor Forum early next month, where Craig Cheyne, Head of Sales, will be speaking.

Craig’s talk will highlight the impact that the UK pension reforms have had on expatriate clients, with particular focus on the changes implemented in the QROPS jurisdictions to date. He will discuss some of the key considerations for pre- and post retirement recommendations, looking closely at lump sums, income and treatment upon death. He will also define the reasons why a multi-jurisdictional proposition is vital when making a recommendation.

The event will take place on Thursday 10 September at the Waldorf Hilton in Aldwych, London. Attendance is free, and you can register your place by clicking here.


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