“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“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. ”
Gerald acts as professional trustee to both defined benefit and defined contribution clients.
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
2 Jul 2020
Making relationships work well should be considered an art form . From experience, it’s one I know a professional trustee needs to be a master...
11 Jun 2020
With all the turmoil we’ve seen in investment markets recently, I thought it would be interesting to look at what pension schemes should have...
26 May 2020
In a nutshell, the future of defined contribution (DC) pension master trusts is they will be bigger and better, but there’s a risk they’ll become...