Client feedback


As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
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
Clare Owen has been a really excellent scheme secretary
​I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.
Bruce Allison,
RTUK
The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters.
Jonathan Williams ,
Bangor University
The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.
Paul Coley,
The Altro Pension and Life Scheme
Image of Gerald Wellesley, Client Director

Gerald Wellesley

Client Director

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

Areas of specialism

  • investment strategy
  • governance
  • scheme mergers
  • investment manager reviews
  • master trusts
  • fiduciary manager selection
Hot Topic
PPF levy invoices - where are they being sent this year?

24 Sep 2020

Confused about where your Pension Protection Fund (PPF) levy invoice for 2020 is being sent? The mystery is solved! I called the PPF to...

WFH – webinars from home

15 Sep 2020

Whether you have returned to the office now for a couple days a week or still working from home, how many more webinars have you attended since...

Managing costs and delivering value

9 Sep 2020

I’m privileged to act as both an independent trustee and a professional scheme secretary. Although the roles are quite different, I find each...

More opinions »

Call: 0845 313 0024

online enquiry