WBR Group, the UK’s largest independent provider of SSAS services and tax experts, has appointed Caitlin Southall as the head of SSAS Proposition in a newly created role.
Southall (pictured) has over 12 years of self invested pensions experience and joins WBR Group from Nucleus Financial, bringing a wealth of experience and expertise in the pension sector.
Her appointment is effective immediately, she reports to Martin Tilley and will be based at WBR Group’s Wimbledon office but will spend time between all six offices.
Her role will include the review, development and promotion of the professional services offered by the group to their SSASs and sponsoring employers.
Prior to her role as senior technical marketing manager at Nucleus Financial, she served as a pension technical manager at Curtis Banks, where she was responsible for developing and managing pension products, providing technical support, and ensuring compliance with regulatory requirements.
Southall was also active in thought leadership, contributing to industry discussions on topics such as the gender pension gap and pension policy reforms.
She is also known for her industry expertise on pension issues, having contributed to various industry publications and podcasts.
Martin Tilley, COO of WBR Group said: “We are delighted to welcome Caitlin to our team. Her extensive experience and innovative approach will be invaluable as we continue to develop and expand our SSAS proposition. This appointment underscores our commitment to providing the highest levels of service and innovation to our clients.”
Southall said: “Having spent my 12 year career at Suffolk Life, Curtis Banks and latterly at Nucleus Financial, it was a difficult decision to leave the business I had seen grow and develop so much. But when the opportunity came to step into the senior leadership team of such a dynamic and thriving business, I couldn’t turn it down. This is a fantastic opportunity to contribute to the continued growth and success of the company, and I look forward to working with the talented team at WBR Group.”
