“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“Clare Owen has been a really excellent scheme secretary”
“Mark Fletcher - excellent independent trustee, personality and high standards.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.”
“Very happy with service.”
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, accredited professional trustee
I recently took part in a webinar with Owen Haggith-Khonje, Managing Director from SEI...
Consolidation, whether through a full insurance buy-out, a scheme merger or move to a superfund...