Client feedback


We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
PSGS were overall more professional than others.
Paul Staniland,
Kier
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
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
Tyser
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 topics


Have you taken the pledge?
Image of Hot Topic author Gillian Graham, Client Director

The Pensions Regulator has launched a new campaign calling on trustees, providers and...

Read more »


Taking a deep dive into technology and pensions… part 2
Image of Hot Topic author Simon Lewis, Client Director

Part 1 of this blog looked at some positive outcomes that can be achieved by a pension scheme...

Read more »


More opinions »


Call: 0845 313 0024

online enquiry