Client feedback


In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
PSIT offered the right support at very short notice, at reasonable cost, when we really needed it
Ian Edwards,
Chair of Trustee, Comet Pension Scheme
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
​I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSIT as the best. We are very happy with Mark and the service we get.
Julia Morton,
Camellia plc
These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. HR Trustees is geared to delivering that.
Ray Pygott,
Partner at KPMG LLP
Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.
Mark Atkinson,
Partner at CMS Cameron McKenna
Image of Gerald Wellesley, Client Director

Gerald Wellesley

Client Director

Contact Gerald

Reading

Tel 0118 207 2925

Role

Gerald is a Client Director at HR Trustees Limited, acting as professional trustee to both defined benefit (DB) and defined contribution (DC) clients. He is also chair of many of those trustee boards.

Background & experience

Gerald has over 35 years’ experience in the finance industry, starting in New York as a management trainee at The Bank of New York. He moved into corporate banking, covering California based clients, before transferring to London to progress his career in management roles at The Bank of New York and Société Générale.

In 2005, Gerald led a team of over 50 HR professionals at The Bank of New York and became a trustee of their hybrid pension scheme. This experience led to further involvement in the pension industry, culminating in being named Head of European Pensions at BNY Mellon, a firm with global leadership positions in asset management and asset servicing.

With particular interest in investment and covenant matters, Gerald 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...

Areas of specialism

  • investment strategy
  • governance
  • scheme mergers
  • investment manager reviews
Hot Topic
Delivering interim secretarial support

10 Jul 2018

Our trustee executive services team are increasingly being asked to provide interim support to pension trustee boards and on pension projects....

DB to DC transfers - just how proactive should pension trustees be?

4 Jul 2018

Should we be advertising to pension members the ability to transfer benefits from a defined benefit (DB) to a defined contribution (DC) scheme and...

Achieving efficiencies across multiple pension schemes

27 Jun 2018

One of our clients had four separate defined benefit (DB) pension schemes with different pension trustee boards and only a few common advisers....

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