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Displaying items by tag: SSAS News

Independent SSAS provider WBR Group has appointed Caitlin Southall to the newly-created role of head of SSAS proposition.

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Wednesday, 13 November 2024 10:39

WBR acquires Bristol-based SSAS administrator.

Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.

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Monday, 02 September 2024 12:43

SSAS provider WBR Group appoints Leicester lawyer

SSAS provider and tax adviser WBR Group has appointed corporate lawyer Roy Botterill as director of law.

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As the England cricket team play their last home test series of the summer, I am reminded of a term popularised by the former England batsman Geoffrey Boycott.

Published in Comment and Blogs
Friday, 16 August 2024 16:57

FSCS investigates failed SSAS-linked DFM firm

The Financial Services Compensation Scheme has opened an investigation into failed DFM and SSAS investment firm Central Markets Investment Management (CMIM) Limited.

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Small self-administered schemes (SSASs) turned 50 last year and it is fair to say that their popularity and endorsement has been mixed over that period.

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In my last article for SIPPs Professional, I focused on the role of the professional trustee and outlined the fiduciary responsibilities cast upon them as emphasised by the Pensions Ombudsman (TPO) in its case PO-256984.

Published in Comment and Blogs
Friday, 19 April 2024 13:54

Martin Tilley: SSAS polarisation concerns

In his latest column for SSAS expert Martin Tilley looks at the polarisation threat to the SSAS market.

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SSAS providers have hailed a victory as the Department of Work and Pensions has ditched a plan to potentially charge SSAS schemes a £10,000 general levy.

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In his latest column for SIPPs Professional, SSAS expert Martin Tilley looks at why the DWP may be damaging the SSAS sector with a lack of clarity on its £10,000 General Levy plan. 

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