Geoff McKenzie

Trustee Director

Contact Information

M  +44 (0)7789 747 270
Email me  •  LinkedIn

Geoff has over 20 years’ senior level experience as a Trustee as well as in senior in-house roles within the pensions industry, working closely with all pension stakeholders.

Geoff is appointed as a professional trustee on ten schemes, seven of which are PCST appointments similar in size to the Scheme. He also works as an outsourced pension manager for two of our major clients, who both have significant pension arrangements in the UK, and leads a number of projects for our clients who are moving their DC schemes to a Master Trust.

Geoff is fully accredited as a Professional Trustee by the Association of Professional Pension Trustees.

  • Adviser review
  • Closure to future accrual projects
  • Corporate events e.g. insolvency & restructuring
  • DC-specific experience
  • Member communications
  • Overseas parent company
  • Scheme governance
  • Scheme mergers/de-mergers
  • Schemes operating in the Republic of Ireland
  • Scheme secretarial
  • Transfer to Master Trust
  • Managed a number of Master Trust selection exercises and transitions both prior to and at Ross Trustees
  • Responsible for all governance on major schemes for 15 years
  • In-house experience of drafting and approving member comms
  • Managed PE buy-out process as Pensions Director in previous Clark’s role + 2 corporate restructures whilst at Ross Trustees
  • Managed large DC schemes for 15 years + and run many Master Trust selection projects
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