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.
Climate Risk and TCFD Considerations for Trustees
Addressing the climate crisis is gaining more traction, meaning managing climate risk will become a top priority for trustees. Find out more.
Workplace Savings - Isio Blog 15
A lot has changed since 2018 in an ever-evolving DC market. We consider why contract and trust-based schemes should review their investment strategy every 3 years and what are the key areas to look out for.
A beginner's guide to assessing fiduciary manager performance
Performance standards are finally here to help select and monitor fiduciary managers. We see this development as a game-changer for the market – if used in the right way. Find out more.
The UK gilt curve: is it actually steep today?
There has been lots in the financial press on the ‘steepening’ of the UK yield curve and what this might mean. Is the UK gilt curve actually steep today and what should we be thinking about for our clients’ hedging portfolios?
Workplace Savings - Isio Blog 14
With new VfM requirements planned for October, we consider what really constitutes ‘Value for Members’ in DC schemes. Whilst competitive charges and all the proposition ‘bells and whistles’ are important parts of the assessment... they’re not the end of the story.
Sir Dave Lewis and Nigel Topping discuss pensions, investment and climate change
Join us at a pensions, investment and climate change discussion on Tuesday 8 June 2021 from 11am – 12pm on Zoom.