“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. ”
“PSIT offered the right support at very short notice, at reasonable cost, when we really needed it”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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.”
“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.”
“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.”
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.
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...
10 Jul 2018
Our trustee executive services team are increasingly being asked to provide interim support to pension trustee boards and on pension projects....
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...
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....