Client feedback


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.
Phillipa McFadyen,
RSPCA
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
Excellent and comprehensive training course. I will definitely refer to what I've learned and received.
Kyp Kyprianou,
Bam Construction UK Ltd
​We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.
Katherine Cross,
Tyser
PSGS were overall more professional than others.
Paul Staniland,
Kier
Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.
Ethel Chimutwe,
HCA International Ltd Staff Retirement Benefits Scheme
Image of Wayne Phelan, Chief Executive Officer

Wayne Phelan

Chief Executive Officer

Professional trustee

Contact Wayne

Reading

Tel 0118 207 2911

Role

Wayne is a hugely experienced professional trustee, sole trustee and trustee board chair.

Background & experience

Wayne started his pensions career in 1990 with Prudential in the specialist area of Small Self Administered Schemes working on direct pension scheme investment. He continued in this role with Alexander Clay & Partners, working with larger occupational pension schemes. He also undertook secretary to the trustees, pensions manager and consultant roles on international clients.

In 2001, Wayne moved back to concentrate on acting solely as a professional pension trustee. Before joining us in 2005, he was a director of another trustee business where he was appointed by The Pensions Regulator to the failed MG Rover pension arrangements.

Wayne leads our research into de-risking and delegated investment management propositions. He has worked on many high profile trustee appointments, been involved in several industry initiatives and is a regular speaker at industry events. He is a winner of Engaged Investor’s Independent Trustee of the Year award.

Outside of work, Wayne loves motorised vehicles - be they cars, bikes or boats!

Areas of specialism

  • funding discussions & negotiation of contingent assets
  • trustee effectiveness
  • investment strategy
  • multi-scheme investment committees

Hot topics


Member trustees – why fish in a small pool?
Image of Hot Topic author Suzi Lowther, Director of Marketing & Communications

Truth or untruth: only an active member or pensioner can be a member-nominated trustee?...

Read more »


Social policies in pension schemes
Image of Hot Topic author Simon Lewis, Client Director

As asset owners, pension trustees have clout in helping increase the pace of progress on ESG....

Read more »


More opinions »


Call: 0845 313 0024

online enquiry