DBSSAS Video – updated for proposed pension changes announced in the Budget 2024

Alan Godbeer
SSAS Sales Director – London, Southern England & South Wales

Alan is a seasoned professional with over 30 years of experience in Financial Services, having worked at some of the UK’s principal life offices and specialist pension providers. He has specialised in the self-invested pensions space for more than 15 years and as the Sales Director at WBR Group, Alan is a key contact for Financial Advisers across the South West and South of the UK regarding SSAS and actuarial propositions. He has extensive knowledge of member-directed pensions and is one of the few experts in DB SSASs. WBR Group is renowned for providing comprehensive solutions across retirement, legal, actuarial, and tax propositions, ensuring clients receive tailored and effective financial strategies.

Outside of work, Alan is a passionate follower of American Sports, especially the NFL, and his “bucket list” includes a visit to Lambeau Field in Wisconsin to see his beloved Green Bay Packers win.

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.

David Downie
Chief Actuarial Officer

David left the sunny shores of Trinidad on a scholarship to pursue his education in the UK. He qualified as a Fellow of the Institute and Faculty of Actuaries and has accrued over 30 years of experience in Pensions & Actuarial Consultancy and holds the Scheme Actuary certificate.

A pioneer, he developed the defined benefit small self-administered scheme and designed and created WBR’s DB SSAS which has proved a very successful alternative to a traditional SSAS given the right circumstances. David also gives time to many pension and actuarial industry committees and working parties. He advises Trustee Boards of larger corporate pension schemes and funeral plan trusts and assists solicitors when pension splitting on divorce is required, including providing independent expert reports for the courts.

David continues to support the Soca-Warriors the T&T national football team and with his wife has set up a small Christian charity – Advent Worldwide – to provide financial help with gifts of love and compassion to individuals and for ministry training.