Isio’s 2026 Professional Independent Trustee Survey
Pensions
Back for the 6th edition
Over the past six years, Isio has interviewed the UK’s largest professional independent trustee firms to gain a detailed understanding of market behaviour and emerging trends. Our latest insights show that demand for professional trusteeship remains high, with expectations of further growth as governance standards continue to rise.
Amid sustained project workloads, the progression of DB schemes toward end game and increasing regulatory focus, particularly the Government’s consultation on trustee capability and TPR’s new supervisory framework for professional trustee firms, boards are relying more heavily on professional trustees for independent oversight, navigation on governance issues and complex decisions.
Who took part?
Our survey focuses on the ten larger firms with over 50 appointments each.
10
large firms
330
trustee directors
2,400+
pension schemes
£1tn
in assets
Webinar
Watch our on-demand webinar
The Future of Professional Trusteeship: Insights from Isio’s 2026 Professional Independent Trustee Survey. To mark the launch of Isio’s 2026 Professional Independent Trustee Survey, we hosted a webinar exploring how the professional trustee landscape is evolving and what this means for schemes, sponsors and advisers. Isio’s Harvi Rana, Naomi L’Estrange and EllieDobson were joined by Maria Evgenidou-Wright, Head of Trusteeship Oversight at The Pensions Regulator to share their insights.
Watch on-demandGet in touch
If you need help in selecting a professional trustee, please do not hesitate to contact us. We have extensive experience in this field and can provide valuable guidance.
Harvi Rana
Director
Mike Smedley
Partner