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Insights

The big issues facing the pensions advice and wealth management industries. Here you’ll find our news and views.

You can contact our press team here.

27 May 2021

A beginner's guide to assessing fiduciary manager performance

Performance standards are finally here to help select and monitor fiduciary managers. We see this development as a game-changer for the market – if used in the right way. Find out more.

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18 May 2021

The UK gilt curve: is it actually steep today?

There has been lots in the financial press on the ‘steepening’ of the UK yield curve and what this might mean. Is the UK gilt curve actually steep today and what should we be thinking about for our clients’ hedging portfolios?

14 May 2021

Workplace Savings - Isio Blog 14

With new VfM requirements planned for October, we consider what really constitutes ‘Value for Members’ in DC schemes. Whilst competitive charges and all the proposition ‘bells and whistles’ are important parts of the assessment... they’re not the end of the story.

06 May 2021

Sir Dave Lewis and Nigel Topping discuss pensions, investment and climate change

Join us at a pensions, investment and climate change discussion on Tuesday 8 June 2021 from 11am – 12pm on Zoom.

27 Apr 2021

Isio’s 2021 Professional Independent Trustee Survey - How do firms compare?

The traditional Trustee model for UK pension schemes is changing. In response, the professional Trustee market is expanding rapidly. Find out how.

26 Apr 2021

Investing for a fairer, more sustainable future

We are seeing incredible momentum towards ESG-orientated strategies, and we believe that during this decade these trends will strengthen due to a trilogy of factors. Find out what they are.