Momentum Group Limited · JSE:MTM
Momentum — Investor Day (2025)
25 slides from Momentum's investor day presentation, 2025
Slide 1: Momentum Corporate: Impact strategy progress
Momentum Corporate Impact strategy progress Dumo Mbethe
Slide 2: Overview
Overview 1 Impact strategy recap 2 Strategy progress update 3 Closing 2
Slide 3: Broad range of capabilities
Momentum Broad range of capabilities Corporate FundsAtWork Umbrella Funds Consulting and Actuarial solutions Group Insurance Stand-Alone Retirement Fund Administration Structured Investments and Annuities Member Solutions Our planning units Structured Momentum FAW umbrella Group Investments Direct C
Slide 4: Recap: Long-term winning aspiration
Momentum Recap: Long-term aspiration Corporate “ To become the leading, digitally-led LONG-TERM employee benefits business in SA in WINNING terms of sustainable profit growth; ASPIRATION and to make employee benefits accessible to all employed in South Africa. 4
Slide 5: Recap: Ambition and strategic focus areas
Momentum Corporate Recap: Ambition and strategic focus areas To become a digitally-led business that thinks “Human First”, and grows our market share profitably and IMPACT STRATEGY sustainably through superior distribution capabilities, innovative product offerings, and operational and service AMBIT
Slide 6: Overview: Strategy progress update
Overview 1 2 Strategy progress update 3 6
Slide 7: Recap: Objectives and measures of success
Momentum Corporate Recap: Objectives and measures of success Focus areas Objectives – what we are aiming for Measures of success Growth and • Execution of omni-channel distribution strategy distribution • Profitably grow SME market share through Momentum Grow Earnings R800m – R1bn Operational • Achi
Slide 8: Strategy progress update
Momentum Corporate Strategy progress update Focus areas What we achieved so far • Omni-channel distribution and internal collaboration gaining strong Growth and traction distribution • Steady growth in SME client acquisition – majority new to EB clients > R800m as at Earnings 1HF2025 • Two-pot well
Slide 9: Strategy progress update (continued)
Momentum Corporate Strategy progress update (continued) Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Growth and • Execution of omni-channel distribution strategy Fully confident distribution • Profitably grow SME market share through Momentum Grow Fully confident
Slide 10: Recap: Objectives and measures of success: FundsAtWork
Momentum Corporate Recap: Objectives and measures of success FundsAtWork Focus areas Objectives – what we are aiming for Measures of success Growth and • Remain a top 4 player in terms of assets in the umbrella fund market distribution • Become a significant player in the SME market FAW AUM >R110bn
Slide 11: Strategy progress update: FundsAtWork
Momentum Corporate Strategy progress update FundsAtWork Focus areas What we achieved so far Growth and • Top 4 in umbrella fund assets; leader in total membership number distribution • Strong SME client acquisition in FAW, rising Momentum Grow sales FAW AUM >R94bn as at • Two-pot well executed: 118k
Slide 12: Strategy progress update (continued): FundsAtWork
Momentum Corporate Strategy progress update (continued) FundsAtWork Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Fully confident Growth and • Remain a top 4 player in terms of assets in the umbrella fund market distribution • Become a significant player in the SM
Slide 13: Recap: Objectives and measures of success: Group Insurance
Momentum Corporate Recap: Objectives and measures of success Group Insurance Focus areas Objectives – what we are aiming for Measures of success Growth and • Remain one of the top 3 group insurance providers in SA distribution • Improve disability outcomes Maintain margin within the 5% – 7% Operatio
Slide 14: Strategy progress update: Group Insurance
Momentum Corporate Strategy progress update Group Insurance Focus areas What we achieved so far • Group risk market position improved from 3rd to 2nd* Growth and • Focused UW initiatives to improve risk management and enhance distribution disability outcomes • Profitable growth and reinsurance strat
Slide 15: Strategy progress update (continued): Group Insurance
Momentum Corporate Strategy progress update (continued) Group Insurance Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Fully confident Growth and • Remain one of the top 3 group insurance providers in SA distribution • Improve disability outcomes Fully confident Op
Slide 16: Recap: Objectives and measures of success: Structured Investments and Annuities
Momentum Corporate Recap: Objectives and measures of success Structured Investments and Annuities Focus areas Objectives – what we are aiming for Measures of success Growth and • Grow deal-making and structuring capability distribution • Launch new client-appropriate solutions into existing and new
Slide 17: Strategy progress update: Structured Investments and Annuities
Momentum Corporate Strategy progress update Structured Investments and Annuities Focus areas What we achieved so far • Strong flows into smoothed bonus in FAW and good Retirement Navigator Growth and flows distribution • Continued growth of the Index Guaranteed solutions SIA AUM >R58bn as at Operati
Slide 18: Strategy progress update (continued): Structured Investments and Annuities
Momentum Corporate Strategy progress update (continued) Structured Investments and Annuities Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Grow deal-making and structuring capability Fully confident Growth and distribution • Launch new client-appropriate solutio
Slide 19: Recap: Objectives and measures of success: DCE, MRA and Member Solutions
Momentum Corporate Recap: Objectives and measures of success DCE, MRA and Member Solutions Focus areas Objectives – what we are aiming for Measures of success • Improve market access, grow new business and Growth and drive client retention distribution Grow new • Unlock new streams of revenue and ac
Slide 20: Strategy progress update: DCE, MRA and Member Solutions
Momentum Corporate Strategy progress update DCE, MRA and Member Solutions Focus areas What we achieved so far • New business appointments across all businesses Growth and • 100% client retention in Key Client Management unit distribution Growth in new • Internal collaboration between Direct Client E
Slide 21: Strategy progress update (continued): DCE, MRA and Member Solutions
Momentum Corporate Strategy progress update (continued) DCE, MRA and Member Solutions Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Reasonably confident Growth and • Improve market access, grow new business and drive client retention distribution • Unlock new stre
Slide 22: Overview: Closing
Overview 1 2 3 Closing 22
Slide 23: Bringing it all together
Momentum Corporate Bringing it all together IMPACT STRATEGY To become a digitally-led business that thinks “Human First”, and grows our market share profitably and AMBITION sustainably through superior distribution capabilities, innovative product offerings, and operational and service excellence, w
Slide 24: Right to win
Momentum Corporate Right to win We have achieved profitable We are a business with scale, strong growth over the last 5 years and market position, and a significant consistently delivered on contributor to the Group strategic objectives Our RIGHT to win We will continue to build and leverage We will
Slide 25: Thank you
Thank you The information in this presentation, including the financial information on which the outlook is based and any non-IFRS financial measures (which are presented for additional information purposes only), is the responsibility of the directors of Momentum Group and has not been reviewed and