WBR Group, the independent provider of SSAS administration and integrated professional services, has made two strategic promotions.
Caitlin Southall has been promoted to director of SSAS transformation and proposition and Mark Plewes steps into the role of head of pensions technical.
These appointments reflect WBR Group’s continued investment in deepening its technical expertise and enhancing its client proposition as it strengthens its position in the SSAS and wider tax and pension sectors.
Caitlin, who joined WBR Group in 2024 as head of SSAS proposition, will now lead the evolution of WBR Group’s SSAS offering so that it remains at the forefront of the sector in terms of innovation, service quality, and adviser support. Her expanded remit recognises her pivotal role in shaping WBR Group’s proposition strategy and driving client centric product developments.
Caitlin will continue to work closely with the wider senior leadership team, to align WBR’s proposition with the evolving needs of advisers, SMEs, and family businesses across the UK.
Mark, previously a key member of WBR Group’s technical team, brings over a decade of experience in pensions legislation. As head of pensions technical, he will lead the team and ensure the firm continues to deliver expert guidance across its SSAS and wider tax and pensions services. Mark’s promotion reflects his deep expertise and the critical role he plays in supporting both internal teams and external clients. Prior to WBR, Mark spent over 11 years at Rowanmoor in the pensions team.
As part of its ongoing commitment to client education and empowerment, WBR Group has also launched a new Trustee Guide. This comprehensive resource is designed to help SSAS trustees better understand and fulfil their roles, responsibilities and duties. The guide reflects WBR’s belief in the importance of clear, accessible information and will serve as a valuable tool for both new and experienced trustees navigating the complexities of SSAS governance.
Martin Tilley, COO of WBR Group, said: “We are delighted to recognise Caitlin and Mark for their exceptional contributions to WBR Group. Their promotions are a testament to the depth of talent within our organisation and our commitment to developing leaders who can drive innovation and deliver outstanding service. The launch of our new Trustee Guide further demonstrates our focus on client support and education, ensuring trustees are equipped with the knowledge they need to make informed decisions.”
