In a world where change is constant, we need to think differently. When people retire, they face certain choices when it comes to deciding how to best use the money deposited in their retirement fund for their careers to provide a sustainable income at the time of their retirement.
The options available haven’t changed much over the years – people can usually choose between a life annuity and a living annuity to provide their regular income. Momentum Investments, however, believes that there are better ways for people, along with their financial advisors, to create their financial plans and structures so that they can mix their needs for certainty and flexibility in solving a retirement income.
Join Moneyweb’s Ciaran Ryan in this webinar where he, along with Momentum Investment guests Faria Adam and Martin Rickert, discusses how Momentum has restructured retirement income plans and how the latest improvements in one’s lifetime can improve an investor’s outcome or an advisor’s value proposition. Does. To their clients.
This webinar will be held on Tuesday 31st May at 11am. You can register here.
More about guests:
Head to retail product solutions at Momentum Investment
Adam has been with Momentum for over 16 years. She started out as a student directly after university and has spent most of her time working in product assessment roles working in evaluation teams. He qualified as an actor in 2005.
In her current role, her team is responsible for prudent and leisure solutions, traditional life anniversaries, product development and product management for structural products and international products.
Adam is a qualified actuary through BCom Honors (University of Pretoria) and the Institute of Actuaries (UK) in Actuarial Science.
Chief Executive Officer of Retail Investments at Momentum Investments
Richard began developing asset products as an actuarial analyst, and started the asset actuarial team that supported asset trading from a technical and business intelligence perspective. He later moved on to product development, focusing on Momentum retail savings products.
Shortly after MMI (Momentum and Metropolitan) merged, he was promoted to head of the Retirement Solutions Team, where he focused on leisure savings and conservation products, including the Trustee Governance function. In 2016, Rickert was promoted to head of all product development. And product management activities for momentum investment. He became chief executive of retail investment in 2020.
Rickert is a qualified actuary (Fellow of the Actuarial Society of South Africa) and holds a BSc in Actuarial and Financial Mathematics (UP) as well as a postgraduate diploma in Actuarial Science (UCT).