“PSGS were overall more professional than others.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“We now have a very collaborative approach between trustees and employer.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“Thanks for all your help!”
“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
Gerald acts as professional trustee to both defined benefit and defined contribution clients.
Gerald has over 35 years’ experience in the finance industry, starting in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before transferring to London to progress his career 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. This led to further involvement in pensions, culminating in being named Head of European Pensions at BNY Mellon, a global leader in asset management and asset servicing.
Gerald joined us in 2014. His experience in investment and covenant matters brings very relevant skills to the challenges facing UK pension schemes today. He is a regular speaker at industry events.
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
5 Sep 2019
Under 21st century trusteeship, The Pension Regulator (TPR) aimed to move all eyes to individual trustee and board effectiveness. We’ve taken a...
27 Aug 2019
The Pensions Regulator (TPR) made trustee board effectiveness central to good pension scheme governance. We wanted to find out how far...
23 Aug 2019
Q&A with Clare Owen about pension trustee board effectiveness PSGS's Director of Outsourced Pension Services, Clare Owen, speaks...