
Insights
The big issues facing the pensions advice and wealth management industries. Here you’ll find our news and views.
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Isio makes a series of senior appointments
Emily McGuire has been appointed as Head of Isio’s Investment Advisory team and joins the Exco. Laura Higgins and Emma Hudson have been promoted to Partner.

Isio completes acquisition of Deloitte UK’s pensions business
Isio Group Limited (“Isio”) has today completed its acquisition of Deloitte Total Reward and Benefits Limited (“DTRB”), the UK pensions advisory business of Deloitte LLP, following FCA approval.

Real estate – ESG risks and stranded assets
There has not yet been a widespread move in the real estate sector with respect to ESG and decarbonisation in the same way it is apparent in other asset classes.

Isio's 2023 Professional Independent Trustee Survey
The past twelve months have been an exciting time for the industry, with double-digit growth and a high level of activity on pension schemes, as well as mergers of trustee firms.

Damned if they do, damned if they don’t
There’s been a lot of talk of recent events in the banking sector, and while everyone has been focusing on which bank is potentially next, I think the more important issue is central banks’ reactions to it.

Equality, Diversity, Inclusion (EDI) – key points from the Pensions Regulator’s guidance
With academic research showing that divers groups make better decisions, The Pensions Regulator has published guidance to support trustees in improving their approach to EDI, along with guidance for sponsoring employees i order to emphasis the role that they have in supporting EDI.