Marvin OnumonuWBR Group has promoted Caitlin Southall (pictured) to director of small self-administered scheme (SSAS) transformation and proposition, and Mark Plewes to head of pensions technical.
The changes are aimed at building up technical knowledge and improving the client proposition in the SSAS and tax and pensions sectors.
Southall, who joined as head of SSAS proposition in 2024, will lead the development of the SSAS service.
She will continue to work with the senior leadership team to keep WBR Group’s proposition in line with what advisers, small and medium-sized enterprises (SMEs), and family businesses need across the UK.
Plewes, who has worked in the technical team, has more than 10 years’ experience in pensions legislation.
As head of pensions technical, he will manage the team and provide guidance to both internal colleagues and external clients.
Before WBR Group, Plewes spent over eleven years at Rowanmoor in the pensions team.
WBR Group has also released a new trustee guide to help SSAS trustees understand their roles and responsibilities.
The guide is meant to make information clear and easy to use for trustees dealing with SSAS governance.
Martin Tilley, chief operating officer at 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.”
