Managing Director International
Having worked in a senior management capacity for several financial institutions for the past 20 years, Susan brings an exceptional blend of professional and academic credentials to Momentum, as well as a wealth of technical and operational experience. She is a Chartered Tax Adviser with the Irish Tax Institute, recognised as the international hallmark of excellence in tax advice worldwide. She is also a Member of the Irish Institute of Pensions Management. A graduate of National University of Ireland with a first-class Honours degree in Mathematics, Susan also holds a Masters in Financial and Industrial Mathematics from Dublin City University, as well as a Professional Diploma in Financial Advice.
Assistant Head of Administration
As the assistant group head of administration, Matthew oversees the administration of Momentum’s Malta-based pension schemes. Prior to joining Momentum, Matthew worked with an international wealth management firm within their UK business and pensions department, which enabled him to gain valuable exposure and knowledge in the UK pensions and QROPS sector. Matthew is an honours graduate of the University of Malta having read a Bachelor of Commerce Banking & Finance.
Senior Team Leader
Marie has 20 years of experience working in financial services with her background in numerous fields within the sector, including pensions, investments, life cover, VAT and commercial property. Marie has specialised in SIPP and SASS for the past 12 years and is highly decorated with a degree in Economics, a Chartered Institute of Insurance qualification in Financial Planning and a Certificate in Finance Pensions Simplification and Pensions Administration. Marie brings impressive experience across all levels of the industry, from administration to technical consultancy, as well as coaching and mentorship.
Claire brings 11 years of inside industry knowledge to Momentum Pensions. She has worked extensively in pensions, including a role within a major Life and Pensions provider and a position at one of the largest financial advice companies in the UK. Claire has spent the past five years developing her specialist knowledge in SIPPs, covering benefit queries, commercial property, VAT and HMRC reporting, as well as the day-to-day running of the schemes.