Defined benefit consolidation

Helping sponsors and trustees run schemes more efficiently.

Everything that your scheme needs

DB pensions are complex, and often time consuming for sponsors and trustees. More and more schemes are looking to alleviate the burden by moving away from traditional governance and operational models – whether that’s by appointing a professional trustee or looking at other bundled solutions.

Isio is proud to be at the forefront of Defined Benefit (DB) operational consolidation. Our award-winning solutions are now approaching £3bn of assets, having been running for over 7 years. With this scale we are helping clients save time and cost running their DB schemes.

£1bn+ buying power

Reduced time and lower costs

Efficient access to investment markets

Improved member security

Delivering consolidation excellence

Our operational consolidators run schemes collectively, generating economies of scale through bundled service offerings and bulk-buying of investments. All schemes are firewalled from one another, to keep your members and their money safe.

Taking advantage of our scale, we significantly reduce costs without sacrificing service standards, for all stakeholders. Ultimately, our expertise supports schemes in achieving their end-game goals – getting there faster and with improved benefit security.

Events

Clarity on Pensions: The route forward under the new government

An exclusive event for senior finance professionals of DB schemes valued between £5 million and £500 million, Clarity on Pensions is designed to prepare you for upcoming changes, and help you effectively manage your legacy liabilities through analysing the impact of the new Labour government and funding code on UK finance and pension strategies. We will provide you with practical proposals to effectively aid managing costs, mitigating risks, and reducing the time burden associated with DB pension schemes, while enhancing Free Cash Flow.

Learn more and register

The Enplan Pension Platform

Enplan is our one-stop-shop platform solution for operating DB pension schemes. It reduces time and costs, and enhances governance with a professional sole trustee.

Explore Enplan

The Pensions Master Plan

The Pensions Master Plan is our Master Trust solution for reducing DB scheme costs while retaining your current trustees.

Explore Master Plan

Listen to our experts’ deep dive conversation into DB operational consolidation

Insight

Counting the costs. How operational consolidation helps DB schemes achieve better outcomes.

Keeping control of pension scheme running costs can be challenging for trustees and employers. The amount a DB scheme pays will vary depending on its design and complexity – with some costs more obvious than others – so understanding what you are paying is the first step in keeping costs down. Trustees and their advisers, working together, can enable the schemes in their care achieve better outcomes at lower costs. Could operational consolidation help you and your scheme?