Pensions and Sipp provider @sipp has appointed Josh Legg as business development manager as the firm presses ahead with its ambitious growth plans.
Legg, who has 12 years of experience in the Sipp and SSAS industry, will support advisers in navigating the complex retirement planning market. He will predominantly cover the South West of England.
Legg’s expertise includes helping advisers with the technical aspects of Sipp and SSAS, as well as commercial property purchases and strategic relationship management.
The business development manager, who has previously worked at Sipp provider Curtis Banks, took up the role on 4 November.
He said: “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.”
Legg’s appointment follows two senior promotions @sipp made in the summer. Steve Lancaster stepped up to the newly created chief operating officer role, while Tercia Grindlay was promoted to finance manager.
Lancaster now oversees @sipp’s sales and operations departments in addition to his previous finance responsibilities.
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.
@sipp 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.