Bringing you live news and features since 2006 

Momentum expands investment provider options


SIPP provider Momentum Pensions 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, says: “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.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by