“Very professional and engaged service.”
“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.”
“The work that has been done has been delivered beyond expectations.”
“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. ”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSIT 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 PSIT 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. ”
“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.”
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...
17 Aug 2018
This case study looks at how we were appointed as sole trustee for a pension scheme where relationships between the trustees and employer had...
9 Aug 2018
The work of a pension trustee never really stops. Even during the summer when the rest of the world seems to pause, at least for a few weeks, we...
3 Aug 2018
A fair proportion of our recent prospective pension trusteeship clients have been talking about fiduciary management. Many seem keen to consider...