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Insights

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

You can contact our press team here.

12 May 2022

Planning for the 2022 LGPS Valuation

We cover the funding position at the valuation date and the impact of market conditions on the new cost of providing future benefits, whether the past service position has improved given good investment returns and highlight the many specific factors that will impact contribution rates.

11 May 2022

Facilitating investment in illiquid assets

Isio response to consultation on proposals to improve the accessibility of illiquid assets for defined contribution pension schemes.

29 Apr 2022

Isio review of DC investment strategies over Q1 2022

Still on course for retirement?

22 Apr 2022

Earth Day 2022

Friday 22 April 2022 is Earth Day and the theme for this year is ‘Invest in our planet’. We asked some of our team to share their thoughts on what the day means to them and how the work they do helps create a positive impact on our world.

21 Apr 2022

Isio's Sustainable Investment Policy

Environmental, Social and Governance (‘ESG’) considerations are at the heart of everything we do here at Isio; from advising on investment strategies and funding plans, assessing investment managers, to researching new ideas and products.

20 Apr 2022

Isio's 2022 Professional Independent Trustee Survey

This industry renowned survey is a must-read for those selecting a trustee. It uncovers who the most influential trustees are, highlights the differences between firms and assesses what the future holds for the industry over the next 3-5 years.