Caroline joined RPMI Railpen in September 2020, having previously been in charge of the investment, stewardship and collective engagement programme at the Pensions and Lifetime Savings Association (PLSA). Prior to this, she was Head of Public Policy at the UK Sustainable Investment and Finance Association (UKSIF).

She is a trustee at the Standard Life Master Trust, winner of Investment Week’s “Investment Woman of the Year 2019” award and was one of Financial News’ 2020 “Top 25 Rising Stars of Asset Management in Europe”.

She has a Master’s degree (with Distinction) in International Political Economy from the London School of Economics, where she graduated top of her year, and holds the Investment Management Certificate (IMC).

Andrew is an industry recognised Board level pensions business leader, consultant, chair of trustees and regulator with experience in both the private and public pensions sectors. He has expertise in pensions regulation, scheme design, implementing and managing the governance and operations of occupational pension schemes, and designing and directing their asset management programmes.

Prior to joining Capital Cranfield as a professional trustee in 2020 Andrew was the CEO of LGPS Central Limited, an asset pool for eight Midlands Local Authority pension schemes with combined assets of c£45bn, the Executive Director for Regulatory Policy at The Pensions Regulator, where he was responsible for formulating the regulator’s DB, DC, AE and international policy, and a Partner at Aon Hewitt where he held a variety of consulting roles within the firm’s pensions, insurance and investment practices.

He is the Chair of Trustees of the Scottish Widows Master Trust, sits on the trustee board of the Cushon Master Trust and previously chaired a well-known charity’s pension plan.

Gerald has nearly 40 years’ experience in finance and 15 years as a pension trustee. He acts as chair of trustees, sole trustee and co-trustee on a variety of defined benefit and defined contribution schemes, including master trusts. He is also a member of an Independent Governance Committee (IGC).

Gerald started his career in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before progressing his career in London in management roles at BNY and Société Générale.

In 2005, Gerald led an HR team of over 50 at BNY and became a trustee of their hybrid pension scheme. He later became Head of European Pensions at BNY Mellon, which provided him with broad experience in the strategy, investment and financial management of pension schemes across the UK, Europe and Scandinavia.

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...

Qualifications: BA from Williams College, MA, PMI Level 3 Award in Pension Trusteeship DB/DC

Areas of specialism

• investment strategy
• governance
• scheme mergers
• investment manager reviews
• master trusts
• fiduciary manager selection