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MOMENTUM EXPANDS INVESTMENT PROVIDER OPTIONS

  • Passive, Guaranteed Income, ethical and Sharia options added
  • Vanguard Target Retirement Funds and LifeStrategy Fund ranges added
  • LV= Protected Retirement Plan available via the Momentum Core SIPP range 

Momentum Pensions, the growing pension specialist and SIPP provider, has expanded the investment choices available to advisers and their clients with the addition of Passive, Ethical and Sharia options as well now being able to offer a guaranteed income investment.

The investment provider choices offered via Momentum Core SIPP include a range from Vanguard for the first time, providing low cost passive solution funds, accessed directly rather than through a fund platform.

In addition, Momentum has reached an agreement with LV= to offer its Protected Retirement Plan (via a Trustee Investment Plan) to enable a guaranteed income to be provided over a term established by the adviser and client.

Specific Sharia and ethical managed portfolios are available through TAM Asset Management, amongst others.

John McCreadie, Head of Sales (UK), Momentum Pensions, said: “Whilst these options are available in the market, via a full SIPP for example, we have brought together a rounded choice of investment options offering simplified and varying methods of access with straightforward, fair pricing.

“The continued evolution of our range of investment options reflects demand for simplicity, choice and cost-transparency to ensure value for money and the best outcomes for advisers and their clients.

“The addition of a direct link to Vanguard is just one of a number of important developments for Momentum and reflects our innovative approach to providing appropriate and fair value solutions and to drive our growth ambitions.

“We also believe that the income guarantee option offered through LV= is an important and timely enhancement for advisers and their clients who wish to establish a known income stream for a given period, particularly with the recent withdrawal of a well-known provider of such solutions.

“The Sharia and ethical elements bring our Core SIPP proposition to a wider investment audience who seek value creation through specialist investment propositions.

“Momentum’s strategy is to enable our supporting advisers to decide the way the investment is bought rather than sometimes being funnelled by the nature of the wrapper. It also allows much more flexibility if a client circumstances change and the investment mix needs to be altered.”

Momentum Core SIPP aims to give advisers and clients a wide range of cost effective ways to purchase investments supported by Momentum’s best-practice approach to due diligence and governance.

Momentum has a pedigree in the SIPP market stretching back over 20 years and is established as a top 20 provider in the UK.

The Momentum SIPP Range is administered in Manchester and is backed by a highly skilled team with servicing and technical expertise, including property transactions, within the specialist pension market.

It was the first company to offer the option of switching for free within a multi-jurisdictional proposition.