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Insights

The big issues facing the pensions advice and wealth management industries. Here you’ll find our news and views.

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06 Jun 2023

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.

30 May 2023

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.

22 May 2023

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.

26 Apr 2023

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.

19 Apr 2023

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.

04 Apr 2023

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.