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Isio Fiduciary Management Survey 2021


The past 12 months have been momentous for the UK fiduciary management industry. The CMA Order required many schemes to retender their fiduciary manager, the global pandemic continued to influence markets, and ESG continued its momentum with a renewed focus on climate change. Despite these challenging conditions we continue to see growth from the number of schemes using fiduciary management.


This year we asked 16 fiduciary managers to participate in our Survey, covering over 900 pensions schemes and over £220bn of assets under management. We also report the significant retendering activity driven by the CMA Order and how this has changed the industry landscape. This includes if trustees generally switched fiduciary managers, the impact on fees, and how trustees are using independent advice.

Watch the highlights video 

Download and read the full survey results 

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Isio in the News

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