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.

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