Josh Legg

Mr Legg, who has 12 years of experience in the SIPP and SSAS industry, has joined @sipp to support advisers in navigating the complex retirement planning market. He will predominantly cover the South West of England.

His expertise includes helping advisers with the technical aspects of SIPP and SSAS, as well as commercial property purchases and strategic relationship management.

Mr Legg took up the role on 4 November 2024 having previously worked at SIPP provider Curtis Banks. He said: “I am thrilled to join @sipp and look forward to working with such a talented, ambitious team.

“The SIPP market continues to consolidate and with an increase in outsourced ‘call centre’ administration, it feels like there is a unique opportunity for a truly independent firm, without any conflict or bias, to capitalise and assist advisers and their clients who have been burned by the servicing issues that often come with a takeover.

“I’m looking forward to bringing my experience to help @sipp navigate these opportunities and continue its success in providing flexible retirement solutions, wrapped around a first-class service offering.”

The news follows two senior promotions @sipp made in the summer. Steve Lancaster stepped up to the newly created COO role, while Tercia Grindlay was promoted to finance manager.

Mr Lancaster now oversees @sipp’s sales and operations departments in addition to his previous finance responsibilities.

He said: “We are delighted to have Josh join us as Business Development Manager for our financial advisers and planners based in the South West.

“Josh is a highly capable technical specialist in the SIPP and SSAS market and we know his knowledge will be of great value to advice firms.

“@sipp continues to attract high calibre talent and we’re pleased we will be able to expand our presence across the UK.”

Back in 2022, Matt Storey joined as head of business development from XPS, while Kerry Houghton, a qualified Chartered Financial Planner joined as business development manager.

Their appointments have helped accelerate @sipp’s expansion plans.

In January of this year, the @sipp management team completed a successful buyout ensuring the firm remains independent of any investment platform, fund manager or private equity business. 

The firm now provides administration and trustee services for more than 4,600 self-invested pension members, holding around £2bn assets under administration, including 1,300 commercial properties.