Trustees
Collaborative and clear advice combined with award-winning pensions administration to power informed and effective decision-making.
Straightforward solutions to complex challenges.
In recent years, trustee boards of all sizes have chosen to partner with us, increasingly concerned about delivering on their responsibilities and governance with the legacy practices and outdated systems they have inherited.
40
years of positive results for trustees
400+
trustee board relationships
50:50
unique corporate: trustee split
200+
trustee and scheme actuary appointments
Benefits of our approach
![team](https://www.isio.com/app/uploads/2023/11/team-1-1.png)
Fast access to tailored support from our agile team
![Journey2](https://www.isio.com/app/uploads/2023/11/Journey2.png)
Greater certainty of delivery against goals and governance
![Building](https://www.isio.com/app/uploads/2023/11/Building-e1700566930172.png)
Support for trustees across private and not-for-profit sectors
![Results](https://www.isio.com/app/uploads/2023/11/Results-e1701172786154.png)
Providing effective solutions for the industry-wide challenges
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Greater insight and control of your scheme through digital solutions
![checklist](https://www.isio.com/app/uploads/2023/11/checklist.png)
Accredited by PASA, QAS and The Institute of Customer Service
Delivering greater certainty
We offer decades of strategic experience advising schemes, complemented by friction-free pensions administration, bespoke investment solutions and award-winning proprietary technology. This, combined with our independence, delivers an approach that takes what’s been done in the past, then improves on it. Delivering greater certainty of outcomes for trustees and their members year after year.
Explore the right service for you
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Pensions administration
Providing a frictionless pensions administration journey for members, trustees and sponsors. We believe that by creating the right blend of human touch and state-of-the-art technology, we’ll deliver the best possible experience for every member on their road to retirement and beyond.
Key people
![Image](https://www.isio.com/app/uploads/2023/11/Richard-Hennessy.jpg)
Partner & Head of Trustee Services
![Image](https://www.isio.com/app/uploads/2023/11/Johnathan-Summerlin.jpg)
Partner & Manchester Office Head
![Image](https://www.isio.com/app/uploads/2023/10/Remove-background-project-24.png)
Partner & Belfast Office Head
![Image](https://www.isio.com/app/uploads/2023/11/Girish-Menezes.jpg)
Partner & Head of Administration
![Image](https://www.isio.com/app/uploads/2023/11/Samantha-Coombes.jpg)
Director
![Image](https://www.isio.com/app/uploads/2023/11/Jay-Solanki.png)
Head of Pensions Governance
![Image](https://www.isio.com/app/uploads/2023/11/Laura-Higgins.jpg)
Partner & Bristol Office Head
![Image](https://www.isio.com/app/uploads/2023/11/Rob-Bass.jpg)
Partner
![Image](https://www.isio.com/app/uploads/2023/10/Remove-background-project-20.png)
Director
![Image](https://www.isio.com/app/uploads/2023/10/Remove-background-project-6.png)
Partner
![Image](https://www.isio.com/app/uploads/2023/11/Robert-Watkin.jpg)
Partner
![Image](https://www.isio.com/app/uploads/2023/10/Remove-background-project-7.png)
Partner
![Image](https://www.isio.com/app/uploads/2023/11/Remove-background-project-1.png)
Partner
![Image](https://www.isio.com/app/uploads/2023/11/Richard-Birkin.png)
Partner & Birmingham Office Head
![Image](https://www.isio.com/app/uploads/2023/11/Emily-McGuire.jpg)
Partner & Head of Investment
![Image](https://www.isio.com/app/uploads/2023/11/Ed-Wilson.jpg)
Partner
![Image](https://www.isio.com/app/uploads/2023/11/Claire-Whittaker.jpg)
Partner
![Image](https://www.isio.com/app/uploads/2023/12/Rick-Percival.jpg)
Director
Get in touch
Call us today for a conversation about helping you deliver on your commitments and goals with greater certainty.