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Isio's 2023 Professional Independent Trustee Survey

Isio’s professional trustee survey
is back!

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. The survey focuses on the ten larger firms with over 50 appointments each, who operate alongside smaller firms and individual trustees.

Explore the findings in the full report

Best viewed in 'full screen' mode - click the 'more' option in the top right of the image below and select 'full screen'. Alternatively, you can view the PDF version below. 

Get in touch

If you need help in selecting a professional trustee, please do not hesitate to contact Isio. We have extensive experience in this field and can provide valuable guidance.

Mike Smedley
07920 181 110
Claire Whittaker
07917 040 265
Kenneth Wilson
Senior Manager
0141 739 6862

In the press...

Actuarial Post | Professional trustee market has double digit revenue growth
Pensions Age | Professional trustee market revenue rises by 14% in 2022
Professional Pensions | Professional trustee research reveals double-digit revenue growth in 2022