“They deliver above expectation when the scheme has a particular challenge.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“We are extremely pleased with the appointment we made. The way Ian and Kerry react to us and work with us is brilliant. We are very happy.”
“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. ”
“The work that has been done has been delivered beyond expectations.”
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...
16 Oct 2018
The shops being filled with ghoulish Halloween goodies have made me think about what’s often seen as scary in my day job - outsourcing! I...
12 Sep 2018
The DWP’s White Paper set out the advantages consolidation can bring to defined benefit (DB) pension schemes by reducing costs per member,...
4 Sep 2018
This case study looks at the lessons we learned from a £600m buy in and our top tips when it comes to the quality of contingent spouse data.