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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

Salisbury Office

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.

Bolton Admin

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 current interest rates are available here.

Media

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

We provide a complete administration service so you can concentrate on your life. Our expertise will help you in reducing the risks of running a SSAS.

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.

Talk to us today

A key part of our personal service is our nationwide business development team, supporting advisers and prospective clients as they explore SSAS. Plus, every SSAS client benefits 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.

Business Development Team

Charlie Dewey

Director of Distribution

Charlie Dewey

Charlie Dewey
Director of Distribution

Charlie Dewey is WBR Group’s Director of Distribution bringing extensive experience to the business, where he will oversee the distribution of our financial solutions. In addition to his role on the firms Executive Committee and managing the SSAS sales team, he also has an important role in business development across both the East & West Midlands and London.

He is focused on building long-term relationships and delivering tailored solutions and aims to help maintain WBR Group’s reputation in the industry. In particular his passion is assisting SMEs, clients, and IFAs in structuring pension solutions that align with investment strategies and retirement planning. With extensive experience, Charlie works closely with law firms, tax advisory services, actuarial firms, national IFA firms, and intermediaries to deliver tailored financial solutions.

Outside of his professional life, Charlie enjoys spending time with his family and engaging in a variety of outdoor activities and is the Captain of Kibworth Golf Club for 2025.

Alan Godbeer

SSAS Sales Director – South Coast, South West & Wales

Alan Godbeer - Director of Sales

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.

James Cannon

Business Development Consultant – North West & Northern Ireland 

James Cannon

James Cannon
Business Development Consultant – North West & Northern Ireland 

As a Business development Consultant at WBR Group, James Cannon has over 20 years of experience in the Small Self-Administered Scheme (SSAS) industry, bringing a deep technical expertise and knowledge of self-directed pensions. He is passionate about SSAS and is eager to demonstrate how these solutions can benefit members and drive tax efficiencies within businesses. James’s has a strong commitment to offering innovative pension solutions and providing customised advice and support to advisers and clients alike.

Outside of work, James enjoys spending time with his family and is an avid follower of Manchester City. He also loves to play golf and cycle whenever he finds the time.

Nick White

Business Development Consultant – Yorkshire, North East & Scotland

Nick White

Nick White
Business Development Consultant – Yorkshire, North East & Scotland

Nick White is a Business Development Consultant at WBR Group looking after SSAS distribution in the Yorkshire, 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.

Trustee Consultants

Justine Osborne

Senior Trustee Consultant

Justine Osborne

Justine Osborne
Senior Trustee Consultant

Gerard Reddy

Trustee Consultant

Ged Reddy

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!

Catherine Falch-Wilson FPFS

Trustee Consultant

Catherine Billington

Catherine Falch-Wilson FPFS
Trustee Consultant

Daniel Thomas

Trustee Consultant

Daniel Thomas
Trustee Consultant

Get in Touch