“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“PSGS were overall more professional than others.”
“Excellent service - as expected and why PSGS was chosen.”
“Very professional and engaged service.”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
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
6 Nov 2019
This regulated apportionment arrangement (RAA) case study looks at one of the most complex distressed employer pension cases we’ve seen. It...
14 Oct 2019
This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased...
4 Oct 2019
Choosing the right master trust is perfectly achievable if you have clear objectives and requirements. Read Clare Owen's REBA article to help...