The SSAS Masterclasses offer real and lasting impacts through original thinking and genuine practical insights that cut through the clutter.
Please sign up and join us for one of the SASS Masterclasses taking place throughout May in various locations.
- 15th May – 10:30am – 1:00pm – Leicester
- 16th May – 10:30am – 1:00pm – Central Manchester
- 21st May – 10:30am – 1:00pm – Bristol
- 22nd May – 10:30am – 1:00pm – Gerrards Cross, Bucks/M25
- 23rd May – 08:30am – 11:00am Central London
With our renowned expertise in helping Directors of SMEs to use their pension fund to benefit the business and their family at the same time, this event will offer unrivalled insight knowledge, and practical guidance from the winner of Moneyfacts Best SSAS Provider 2023.
A hub of SSAS excellence to help you keep control of your clients’ pension and maximise tax planning opportunities.
We will cover:
- Commercial property – practical solutions for straightforward and more complex scenarios
- The lending marketplace for SSAS – pathways to successful finance applications (for commercial property purchase)
- SSAS Governance – are we going back to the future with more robust governance?
- SSAS v SIPP – be wise and understand the distinctions
- The Defined Benefit SSAS – commercial wins for SMEs who can turbo-charge their pension contributions
- And many other practical areas with plenty of opportunity to ask specific client-related questions.
MEET THE SPEAKERS
Martin Tilley
Chief Operating Officer
Martin Tilley
Chief Operating Officer
Martin rose to be a Fellow of the Pensions Management Institute and has spent nearly all of his 39-year career advising on self-invested pensions.
He has held senior roles at specialist Self-Invested Personal Pension (‘SIPP’) and Small Self-Administered Pension Scheme (‘SSAS’) providers as well as at a wealth manager, fulfilling technical, compliance, and advisory functions.
He is a well-known industry spokesperson, writing and presenting education pieces and a former Chairman of the SSAS industry body: Association of Member Directed Pension Schemes (AMPS).
He particularly enjoys the forensic examination of complex SSAS cases and has a pragmatic approach to problem solving with a keen eye for detail. He believes that understanding the client’s needs are key to providing a bespoke service and that SSASs are “not a product.” Martin will often attend trustee meetings.
Outside of work, Martin enjoys his holidays near and far as well most sports, now mainly as a spectator.
Peter Collier
Director of Marketing and Brand
Peter Collier
Director of Marketing and Brand
Peter is Director of Marketing and Brand 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.
Alan Godbeer
SSAS Sales Director – South Coast, South West & Wales
Alan Godbeer
SSAS Sales Director – South Coast, South West & 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.
Catherine Falch-Wilson FPFS
Trustee Consultant
Catherine Falch-Wilson FPFS
Trustee Consultant
Register here if you would like to attend any of these events, and please do share with colleagues who would also be interested in attending.
For further information about any of our SSAS Masterclasses, please email marketing@wbrgroup.co.uk.
We hope you will want to attend and look forward to seeing you there.