WBR Group adds £300m AUA with latest SSAS acquisition

Bought Brunel Trustees adding 200 SSAS schemes

Jenna Brown
clock • 2 min read

WBR Group has bought NM Perris & Co, which trades as Brunel Trustees, for an undisclosed sum adding 200 small self-administered schemes (SSAS) and £300m in assets under administration.

The deal, which also includes associated companies Brunel Trustees Limited and Omniphi Systems, brings an additional office in Bristol to the group, which now administers more than 4,500 SSAS with assets of £4.5bn. All three businesses will continue to trade under their current names, WBR said. Brunel Trustees' six SSAS employees, including the directors, will join WBR Group, while five self-invested personal pension (SIPP) employees will transition to Cabot. Brunel Trustees is focused on SSAS administration. Brunel Trustees Limited is a SSAS practitioner and trustee company. Omniphi ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Govt ignores pension tax lock call as petition responses top 18,500

Govt ignores pension tax lock call as petition responses top 18,500

AJ Bell started petition; Govt forced to respond after 10,000 signatures

Jenna Brown
clock 23 October 2025 • 2 min read
How SIPPs and SSASs could help power the UK's energy goals

How SIPPs and SSASs could help power the UK's energy goals

'The role of pensions in supporting renewable energy deserves further consideration'

Caitlin Southall
clock 23 October 2025 • 4 min read
IHT on pensions: A moment in time for the profession to shine

IHT on pensions: A moment in time for the profession to shine

'Bringing pensions into the IHT net marks a structural change in how wealth is transferred'

Andrew Zanelli
clock 21 October 2025 • 4 min read