A hub of SSAS excellence
Why use WBR SSAS?
We are an expert SSAS pension administrator, dedicated to the professional operation of schemes for business owners, SMEs, entrepreneurs and family companies.
There are excellent taxation advantages for SSASs and these can be an integral part of wider tax planning opportunities for business owners.
Our SSAS experience is unparalleled
Over 4,000 SSAS clients
Traditional DC proposition with DBSSAS available
£4 billion of client assets under administration
3,500 commercial properties held as investments
Strong technical & actuarial teams
The administration of a SSAS is an important and on-going process to ensure each scheme operates efficiently, remains compliant with all regulations and serves the best interests of its members.
Our SSASs are administered in-house by our own exceptional people who include technical experts, actuaries, experienced senior executives, dedicated SSAS administrators and trustee consultants.
The service is personalised and pragmatic. We start from the belief that every client is different. Solutions are tailored, and delivered with a high level of Director-led customer service.
Your scheme will be managed by a committed team of skilled administrators, and you will always know who to contact. Additionally, our specialist teams, such as for commercial property, are ready to assist you.
There is a lot to be said for simplicity. With WBR, there is no complex menu of charges, and instead a single annual administration fee agreed with you. There are no surprises.
Administration simplicity is enhanced as we ask clients to use one of our preferred banking partners for their SSAS banking requirements. Full details of these and preferential interest rates are available on request.
We work in tandem with your other professional advisers (usually these are financial advisers and accountants), to ensure the most suitable solution is offered. However a SSAS often requires other professional input in areas such as investment management, property and insurance matters as well as legal advice.
The building of long-term and mutually beneficial relationships with professional advisers is central to the culture of the entire WBR Group.
Benefits of choosing WBR
Consultation
As the UK's largest independent SSAS provider, you can be assured that our team have the necessary experience to help you with advice on all matters SSAS.
Contributions & Transfers
Understand how contributions can be made to a SSAS & who can make them. Also, whether your SSAS can benefit from transferring-in other pensions you may have.
Scheme Administration & Trusteeship
We provide a complete administration service so you can concentrate on your life. As you will be a trustee of your SSAS, we provide practical guidance on fulfilling this onerous role.
Scheme Establishment
Setting up a new SSAS is not something to try on your own. Let WBR SSAS help to achieve your aims. We welcome new clients, and will do all the leg work on your behalf.
Scheme Takeover
If you already have a SSAS but you do not feel in control, WBR is here to help you. We can step in and look after your SSAS when, for whatever reason, your expectations are not being met.
SSAS investments
You are able to choose from a wide list of permitted investments and it is the trustees who make investment decisions. Our role is to facilitate the trustees investment preferences wherever possible.
Your Trustee Consultants
Every SSAS client can benefit from an annual Trustee Meeting, where our expert Trustee Consultants provide valuable insights. Feel free to reach out to them directly or via the contact form below.
Catherine Falch-Wilson FPFS
Trustee Consultant
Catherine Falch-Wilson FPFS
Trustee Consultant
Justine Osborne
Senior Trustee Consultant
Justine Osborne
Senior Trustee Consultant
Gerard Reddy
Trustee Consultant
Gerard Reddy
Trustee Consultant
Gerard has worked in the SIPP/SSAS sector for 20 years holding a variety of technical, consultancy and managerial roles. He has a practical focus having studied engineering at university, identifying issues which he tries to resolve swiftly and effectively using the experience he has gained.
Outside work, Gerard is a Manchester born Spurs supporter (they do exist). He no longer plays football but now enjoys a less energetic game of snooker!
