Client feedback


Competent, friendly and very helpful.
Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer.
Stuart Barker,
Internal Pensions Consultant, RSPCA
Very happy with PSGS as an organisation and that opinion is derived from the performance of those that represent them.
Sean Hoyle,
Wightlink
Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group
Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees.
Duncan Buchanan,
Partner at Hogan Lovells
Image of Gerald Wellesley, Client Director

Gerald Wellesley

Client Director

Professional trustee

Contact Gerald

Reading

Tel 0118 207 2925

Role

Gerald acts as professional trustee to both defined benefit and defined contribution clients.

Background & experience

Gerald has nearly 40 years’ experience in finance and 15 years as a pension trustee. He acts as chair of trustees, sole trustee and co-trustee on a variety of defined benefit and defined contribution schemes, including master trusts. He is also a member of an Independent Governance Comiittee (IGC).

Gerald started his career in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before progressing his career in London in management roles at BNY and Société Générale.

In 2005, Gerald led an HR team of over 50 at BNY and became a trustee of their hybrid pension scheme. He later became Head of European Pensions at BNY Mellon, which provided him with broad experience in the strategy, investment and financial management of pension schemes across the UK, Europe and Scandinavia.

Gerald is an adventurous type, having sailed the Pacific Ocean and co-led an expedition of students to the summit of Mount Kilimanjaro. As you do, in your spare time...

Qualifications: BA from Williams College, MA, PMI Level 3 Award in Pension Trusteeship DB/DC, accredited professional trustee

Areas of specialism

  • investment strategy
  • governance
  • scheme mergers
  • investment manager reviews
  • master trusts
  • fiduciary manager selection

Hot topics


Forgotten or familiar: when did you last think about your scheme’s property investment?
Image of Hot Topic author Sarah Booth, Scheme Manager

Direct property investment is usually a relatively small element of a pension scheme’s assets,...

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Tales of common sense prevailing
Image of Hot Topic author Claire Barnes, Client Director

Regulation is a funny thing. It’s there to help, but so often seems to baffle or hinder us...

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