New Head of Compliance at Momentum Pensions

Published: 29 Feb 2016

We are pleased to announce the appointment of Valerie Calleja as Head of Compliance.

Valerie comes to Momentum with over ten years of experience in Risk and Compliance within the financial services sector, most recently as an Associate Director at KPMG. Before this, Valerie spent a number of years at HSBC Malta, where she both set up and headed their Financial Crime Compliance Unit. and also supervised the foundation of the Risk and Compliance Function within HSBC’s Life Insurance Business.

“Valerie has a strong, established track record in compliance and will bring a wealth of experience to Momentum,” commented Group CEO Stewart Davies. “We are confident she will be instrumental in helping us achieve our strategic business objectives.”

Valerie will be based in Momentum’s Malta office, but her responsibility will be Group-wide. Her appointment follows a series of major Momentum appointments made throughout the year and also follows the recent acquisition of the majority stake of its UK business, Momentum Pensions Limited based in Manchester.


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...