A WAY OF RETAINING CONTINUITY WITHIN YOUR SAVINGS PROVISION
A simple and smart solution that allows you to transition from a retirement and savings plan operated by your employer to an individual policy where you can deal with Generali Worldwide direct and your assets remain invested.This is beneficial for both you and your employer, as it allows a swift and efficient exit from a group plan.
Momentum is a portable solution, allowing you to consolidate the proceeds from any eligible international assignments into one convenient central location, helping you continue saving for the future. Momemtum allows you to take ad-hoc or regular withdrawals that can be used to supplement your retirement income.
Our secure Online Service Centre provides convenient and transparent servicing and an Account Executive is available for additional support.
Momentum - KEY BENEFITS
Below is a case study* to help demonstrate the flexibility of Generali Worldwide's continuation option - Momentum. Simply Click to read.
*Generali Worldwide does not provide investment and tax advice based on individual circumstances. Investment decisions are the responsibility of the financial adviser and/or investor(s) and any choice of investments is entirely at their own risk.