Dates and Venues:
- Rudding Park, Harrogate –10.30am -1.00pm – 30th September
Please contact us at [email protected]
Served with a light breakfast or lunch , refreshments and networking opportunities from 1pm.
We will cover a range of topical issues in a very practical way:
IHT and Pensions – A Looming Challenge
- Discover the latest insights with our Head of Pensions Technical, Mark Plewes, as he unpacks the current landscape.
- What we know so far about the essential and practical tax strategies for effective pensions IHT planning with Tax Director, Matt Evans.
- Explore potential solutions to the new pension world and a brighter future with our Director of Actuarial Alan Finch.
Maximising Commercial Property
Investment – Mark Plewes presents real life, compelling client case studies that demonstrate how complex property transactions can align with the objectives of both the SSAS and sponsoring company.
Harness the Power of SSAS for your client’s business growth
Can a SSAS transform your client’s business landscape? Nick White our Business Development Manager, will demonstrate how a SSAS makes commercial sense by providing opportunities to merge business planning with retirement strategies.
Don’t miss this opportunity to elevate your understanding and application of SSAS for your clients’ advantage!
MEET THE SPEAKERS
Peter Collier
Director of Sales & Marketing
Peter Collier
Director of Sales & Marketing
Peter is Director of Sales & Marketing for WBR Group. He fell into pensions in 1997, after being invited to join the board of the company that looked after his SSAS, at the time he exited that business.
Since then, Peter has held senior roles in marketing, business development and strategy within wealth management. He was head of Marketing Strategy at the private bank, Brown Shipley from 2002 to 2012. As Business Development Director at Hurley Partners (latterly Mattioli Woods), Peter was responsible for intermediary and direct sales as well as working on significant corporate projects.
Being a SSAS client for over 30 years, Peter is fully conversant with the product’s benefits and operation. In his time in wealth management he was a regulated adviser and a member of the Securities Institute. He qualified as a Chartered Accountant ‘a long while ago’ and is therefore an FCA.
In his spare time Peter and his wife Melanie look after their small-holding, various animals and orchards, as well as acting as a chauffeur to his daughter! He is a lifelong Spurs supporter and also an avid golf & cricket watcher, and sometimes player.
Mark Plewes
Head of Pensions Technical
Mark Plewes
Head of Pensions Technical
After graduating from the University of Cambridge in 2001 with a B.A (Hons.) in Geography, Mark held various roles in a small firm of financial advisers before making the switch into the world of self-administered pensions as a SSAS Administrator in the January of 2012.
Mark has a detailed knowledge of the operation, regulation and legislation surrounding SSAS and after a decade of servicing clients via different roles including Team Leader and Senior Technical Specialist, Mark moved into the Pensions Technical Team at WBR in July 2023 where he has put his strengths to good use.
Outside of work Mark likes to spend time outdoors with his family and can usually be found discovering new walking routes with his wife and Cocker Spaniel Freddie.
Alan Finch
Director of Actuarial
Alan Finch
Director of Actuarial
Alan is Director of Actuarial at WBR Group, and has over 20 years Financial Services experience, including 8 years in the Wealth Management Division of Barclays.
He is a Fellow of the Institute and Faculty of Actuaries, holds a Scheme Actuary practising certificate and is Scheme Actuary to a number of Final Salary schemes.
In addition to this, Alan is a member of IFOA’s Pensions Consultations subcommittee, the ACA’s Consultation Subcommittee and the ACA’s Tax Subcommittee.
Alan has also served as honorary Secretary of the Association of Member-Directed Pension Schemes (AMPS).
Nick White
Business Development Consultant – North West, North East & Scotland
Nick White
Business Development Consultant – North West, North East & Scotland
Nick White is a Business Development Consultant at WBR Group looking after SSAS distribution in the North West, North East & Scotland.
He began his career in the pensions industry with the Pensions Department of what was then Yorkshire General (latterly Aviva) in Rougier Street, York. Over the years, Nick has worked closely with IFAs, accountants, and solicitors and has run his own business, giving him valuable insight into the challenges that SMEs face. Nick is delighted to bring his extensive experience back to pensions with WBR Group, where his expertise is complemented by our dedication to providing exceptional client service and innovative financial solutions.
Nick has worked with one of the original companies that make up WBR Group and is a familiar and reassuring face for advisers and clients, where his knowledge will benefit those who seek bespoke solutions that fit their business needs.