SSAS Masterclass

The Sun Hotel - Hitchin
Monday, 20 September 2021
6:00 pm – 7:00 pm (UK time)

SSAS Masterclass

Join us for an evening where Nathan Bridgeman and Martin Tilley will provide a masterclass on SSAS cover the following learning objectives:

  • What is a SSAS / Why SSAS
  • Legal and regulatory structure
  • SSAS V SIPP
  • Commercial property - case studies and opportunities
  • Loanbacks - pension led funding for small business clients
  • Directors pension review service
  • Themes and ideas to secure business from professional connections

About Nathan Bridgeman

I co-founded WestBridge Group in 2020. With 25 years of commercial experience in SSAS and specialist pension solutions I spent 9 years with Talbot & Muir SIPP & SSAS as a Partner, Director & co-owner of their trading & trustee companies. I led their growth in this sector through my distribution network of financial advisers, solicitors & accountants. In my earlier career I spent over 10 years with James Hay and Hornbuckle Mitchell in pensions administration, graduating to technical, sales, marketing & PR roles. More recently I spent 3 years as Managing Director of Group Distribution at Embark/Rowanmoor, the largest SSAS provider in the UK. I am a pension expert frequently commenting on self-invested pensions in the trade and national press.

About Martin Tilley

Martin has over 38 years in the Executive and Self Invested pensions profession. A leading SIPP and SSAS specialist and most recently at a wealth management and pension specialist. Fellow of the Pensions Management Institute. Martin is a leading pension spokesman in our industry and joins us in August to help lead our growth having previously spent 28 years leading Dentons growth and as Director of Technical / Director.

Venue
  • Sun Street
  • Hitchin
  • Hertfordshire
  • SG5 1AF
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.