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Ross Trustees

Geoff McKenzie

Trustee Director

Contact Information

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

  • Overview
  • Expertise
  • Experience

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
BACK TO TEAM

Related News & Views

DB Schemes: 14 Apr 2021

The Pensions Ombudsman siding with Pilots’ trustee on accrual rate changes

Geoff McKenzie comments on The Pensions Ombudsman siding with the trustee of the Pilots’ National Pension Fund.

READ MORE

News: 18 Feb 2021

Ross Trustees appoints new Senior Trustee Manager Geoff McKenzie

Geoff brings more than 20 years’ experience in senior in-house roles with brands such as Clarks, Vodafone and Barclays.

READ MORE

View More

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Westgate House
9 Holborn, London
EC1N 2LL

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T: +44 (0)20 4599 7299
E: info@rosstrustees.com

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Ross Trustees Services Limited (company registration number 07904277) and Ross Corporate Services Limited (company registration number 07104969) are registered in England and Wales.
Registered offices are at Westgate House, 9 Holborn, London EC1N 2LL

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We are audited annually by the Audit and Assurance Faculty (AAF) and are currently AAF 02/07 accredited.

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