ABOUT US

TRUSTEES

Each of our trust-based pension plans is managed by a group of trustees. The trustees have a legal responsibility to act in the best interests of all the members of the plan, and to look after the money that is paid into the plan.

Every year, the trustees have to provide a full set of accounts to show what money has been paid into the plan and what money has been paid out, and also how the money is invested. The accounts are then checked (audited) by an independent company. You can ask to see a copy of your plan’s report and accounts by contacting the Pensions Department.

All of the trustees are members of the pension plan. Some are appointed by the Company (Company Nominated Trustee Director) and some are appointed by the members through a voting process (Member Nominated Trustee Director).

WHO'S WHO ON THE TRUSTEE BOARD?

COMPANY APPOINTED
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ADRIAN KENNETT – CHAIRMAN

Adrian is a Director at Dalriada Trustees Limited, one of the UK’s largest independent pension trusteeship companies. He started working on defined benefit pensions in 1993 and has been a professional pension trustee since 2000. A Fellow of the Pensions Management Institute and an Accredited Professional Pension Trustee, he is highly experienced in the management and governance of defined benefit schemes, and chairs the Trustee Board. He is a frequent commentator in the pensions press on all aspects relating to pension trusteeship.

When not working in pensions, his time is split between his wife and two children and struggling to better his triathlon times.

Lisa Rodgers

LISA RODGERS

A Trustee since 2009, Lisa is currently EAME Tax Reporting Manager within the Caterpillar Global Tax & Trade group. She has worked at Caterpillar and within the tax group in different roles since February 2002.

Before joining Caterpillar, Lisa worked in the tax departments of two of the Big 4 firms of accountants, Ernst & Young and Andersen. She has a degree in Classics from Cambridge University.

She has a young daughter who ensures she has no free time outside of work!

Laurence Dobney

LAURENCE DOBNEY - PENSIONER

Laurence has been a Company Nominated Trustee since 2014. Prior to that, he was employed as the Pension Finance Manager of the Scheme for nearly 25 years until taking early retirement in 2012.

Laurence is a qualified accountant. Amongst other skills he brings to the Trustee Board, his strengths relate to controls and investments, ensuring an acceptable level of return is achieved by the Plan’s assets without taking unnecessary risks. His focus is on ensuring the assets are secure at all times.

MEMBER NOMINATED
Clive Heath

CLIVE HEATH

Clive retired from Caterpillar Financial, which is the leasing arm of Caterpillar Inc, in 2019 after 38 years. He worked on three continents in Europe, USA and Asia and held various senior management positions. He was the global head of Risk Management based in Nashville, Tennessee, USA and has extensive experience in the sales, credit, portfolio and finance departments and was also responsible for strategic planning and execution of key projects.

Clive is married to Julie who was very supportive while working overseas for 20 years. In his spare time Clive enjoys walking, entertaining friends and family and is a keen Liverpool FC supporter!

Roger Hagan

ROGER HAGAN

Roger took early retirement in 2020 after completing 40 years’ service for the company, at Caterpillar Wolverhampton and Leicester in varied Quality, Production and Supply Chain roles. Roger also chaired the Wolverhampton Pensions LAC for several years.

He is a keen runner, having completed 4 London marathons and enjoys playing golf and reading, along with volunteering at the local Salvation Army.

Pete Mouland

PETE MOULAND

Before his retirement, Pete worked as an engineer within the development engineering part of the Shrewsbury site, where he was employed for over 38 years, having started as an apprentice in an electronics maintenance role.

He has served on the LAC / RBLC since 1999, which he currently chairs for the West of England, and has been a Trustee since 2002.

Outside of work, Pete spends his free time hill walking and metal detecting. (Although he has found nothing of value yet, he lives in hope!)

Gavin Padget

ZEDRA INSIDE PENSIONS

In May 2020 the DB Trustees also appointed Zedra Inside Pensions. Zedra Inside Pensions is a specialist provider of executive and governance support to over 50 UK pension schemes, having been established in 2008.

The Caterpillar Team is Rachael Fortescue, Judith Codling, Lucy Blanchard-Burton and Chloe Taylor. Together they have nearly 75 years of pensions experience which means they are able to help the Trustee to govern the Plan and make decisions for the benefit of the Plan’s members.

COMPANY APPOINTED

BARBARA HENRY - CHAIR

Barbara is the Human Resources Manager with responsibility for HR Policy in the United Kingdom, together with the co-ordination of employment law compliance at Caterpillar’s facilities across the Europe, Africa and Middle East (EAME) Region. She is based in our Larne Facility in Northern Ireland.

Having commenced her Human Resources career with Harland & Wolff Shipbuilding in Belfast, Barbara joined Caterpillar in 2000 and has held various HR roles including project management as a 6 Sigma Black Belt. She has been a Trustee since 2014.

She is a Chartered Member of the Chartered Institute of Personnel and Development.

ADAM LAMBERT

Adam joined Caterpillar in January 2000, working as a Design Engineer for the Articulated Trucks product group in Peterlee, UK.

Through his Caterpillar career he has been an engineer, a Black Belt, a Master Black Belt, the Managing Director of an operations facility and most recently an Engineering Supervisor. In 2010 he was selected as a Company Nominated Trustee. Adam is married to Fiona and together they have one daughter, Elise.

DARYL STEELE

Daryl is currently the Facility Manager of the Perkins Stafford Engine Centre, with responsibilities for the operational execution of the Stafford facility and the Global supply chain that supports both the Stafford, UK and Aurangabad, India manufacturing facilities. He became a Member Nominated Trustee of the DC Plan in 2018.

Daryl has worked for Caterpillar for 20 years, joining from BMW, and has held numerous positions across Manufacturing Engineering, CPS deployment, Operations and Supply Chain.

Outside of work, Daryl is married with two children, both currently at school, and when any spare time allows, he uses it to run, watch Formula 1 and travel.

PARESH DESAI

Paresh is an Engineering Project Team Leader with responsibility for marine engine electronic systems and IPSD engine application software. He joined Caterpillar in 2001 and has worked in CAT Electronics on various engine programmes and applications.

Paresh became a Member Nominated Trustee in 2007 and transitioned to Company Nominated in 2021.

Away from work, Paresh is married and has a young son. He enjoys being with his family, playing with his son and when time affords, travelling, cooking, reading novels, listening to music and following Tottenham Hotspur.

MEMBER NOMINATED
Nick Morgan

NICK MORGAN

Nick joined Caterpillar in 1999 and has a degree in Business Economics and Finance. He was elected a Member Nominated Trustee in September 2012, and is also currently a member of the Investment Sub Group.

Nick is based at the Peterborough site and during his time with Caterpillar has had a number of different roles across this business. His current position is Operations & Supply Chain Manager for the Industrial Power Systems Aftermarket business. Nick's hobbies include most sports (watching not participating!), cars, days out and travel with his daughter.

ALLISTER DENNIS

Allister is the Product Manager for Caterpillar’s new 2.8l and 3.6l powertrains, overseeing this programme from concept through to production. These products will be used in the majority of Caterpillar’s extensive machine range.

Allister is passionate about developing an increasingly diverse and inclusive environment within Caterpillar and was elected as a Member Nominated Trustee in June 2020. He has held a variety of roles within Caterpillar encompassing Engineering, Sales and Marketing, and Product Management.

Allister and his husband Wayne are keen travellers, house and garden renovators and spend time honing their cooking skills.

PAUL ATHEY

Paul is currently the Global Supply Chain Manager supporting both the BCP Leicester facility and the Tiruvallur facility in India, building backhoe loaders, compact wheel loaders and skid steer loaders. His previous roles across a 20-plus-year career within Caterpillar have been within the parts distribution network where he ran the Queensland Distribution Centre in Australia and prior to that the Johannesburg Distribution Centre in South Africa, the South African role igniting Paul’s passion for diversity and inclusion.

Married with two teenage girls, Paul is an avid golfer and has used his international experiences to full effect, playing some of the top courses in the world.

JAMES NELSON

James joined Caterpillar in 2017 on the BCP Leicester Engineering Graduate Scheme. After 2 years of rotations James joined the packaging team and is currently the Current Packaging Supervisor with responsibility for packaging across the backhoe loader and compact wheel loader lines. He was elected as a Member Nominated Trustee in March 2022.

Outside of work James is a keen traveller (especially to Formula 1 races), baker and cook as well as a keen but amateur model painter and tabletop miniature gamer.

Jane Wilson

ZEDRA INSIDE PENSIONS - TRUSTEE EXECUTIVE SUPPORT

In June 2019, the Trustee appointed Zedra Inside Pensions. Zedra Inside Pensions is a specialist provider of executive and governance support to over 50 UK pension schemes, having been established in 2008.

The Caterpillar Team is Judith Codling, Lucy Blanchard-Burton, Chloe Taylor and Clara Mitchell. Together they have over 50 years of pensions experience which means they are able to help the Trustee to govern the Plan and make decisions for the benefit of the Plan’s members.

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