Insights

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.

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

Still on course for retirement?

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.

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.

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.