Isio pension. Now, as the newly independent entity looks to build for the future, it Buyout firm Exponent has hired investment bankers at Evercore to oversee an auction of Isio, the former pensions unit of KPMG, Sky News reports, citing people familiar with the matter. The company was formed by a corporate carve-out of Welcome to the NHS Pension Scheme Seminar Portal These sessions have now ended. Thank you for choosing Isio’s individual support service for the Public Service Pension Scheme Remedy tax “roll-back”. com) location in West Midlands, United Kingdom , revenue, industry and description. Enhancing DC pensions for employers, trustees and members with experience and unbiased data-driven decision making. Isio has launched a service to help trustees and sponsors of defined benefit (DB) pension schemes to choose the right endgame strategy for their scheme. At Isio, we believe in bringing the human touch to everything we do, so on a personal note, Thank You for inviting me to be part of your event! 🙏🏽 It was about this time last year that I was At Isio, we provide the highest levels of advice and expertise across pensions, benefits, investment and wealth. Isio has more than doubled its revenue, profit and headcount in the three and a half years since its launch, with a group revenue of over £155m for the past year, its annual results have Pensions services, investment advisory and employee benefit programmes aligned to your purpose and values. This gives a smoother Catch up on our dashboard webinar series, covering pensions technology and data integration. Public Information: To access Public Information about certain pension schemes without logging on, please DB pension scheme consolidation Isio is the market leader in operational consolidation; we enable UK based DB pension schemes to run more efficiently and effectively by using their collective buying Isio is a multi award winning pension administrator. © Isio Group Ltd and or its affiliates 2026. By continuing to use Need help? If you are unsure if you hold any pension benefits with Isio - you can check on the government pension tracing service website here. If you are currently employed by the company that sponsors your pension scheme, you may be able to increase your pension contributions or pay ‘Additional Voluntary Contributions’. com. Isio brings together education sector insight and fresh thinking on pensions and benefits, helping organisations and their people to make the right choices without complexity. The acquisition, which was initially announced in Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. Launched in response to schemes needing to Pensions Administration is a key growth area for Isio and this Industrial Placement programme offers the opportunity to get more insight and build valuable experience of both technical pensions knowledge Pensions services, investment advisory and employee benefit programmes aligned to your purpose and values. Individuals, families and their offices Building better futures for individuals, families and their offices with expert wealth planning and investment solutions tailored to Strategic advice across public sector pensions with deep understanding of LGPS and other unfunded arrangements. We believe that by creating the right blend of Pensions services, investment advisory and employee benefit programmes aligned to your purpose and values. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits This website uses cookies. All rights reserved. Thank you to all NHS colleagues who have helped to make these Isio is the first pensions consultancy to achieve the accreditation, which forms a part of our commitment to delivering better outcomes for our people, clients, and View Isio (www. Read more Turning DB pension risk into opportunity for a public services client Public Sector Pensions Bron Afon is a social housing association providing homes and supporting communities across South Wales. Over the Isio Group Ltd and Isio Services Ltd (“Isio”) and their service providers use cookies to give you the best possible experience on our website. Web site created using create-react-app © Isio Group Limited/Isio Services Limited 2026. Pensions services, investment advisory and employee benefit programmes aligned to your purpose and values. Please remember to quote your membership reference whenever you contact Isio. By continuing to use Isio has launched a service designed to support small to mid-sized defined benefit (DB) schemes to reach buyout. Isio Advisory is a leading independent provider of advisory and administration services to the sponsors and trustees of pension schemes in the UK. Read more We are an industry-leading challenger, providing diverse expertise across pensions, employee benefits, investment and wealth, giving clients an integrated experience. com TEL: 0800 122 3200 or +44 208 663 5850 if calling from overseas EMAIL: caterpillar@isio. Some cookies are essential to the operation of the site and by continuing to browse, you accept the use of these cookies. Maximising Web site created using create-react-app © Isio Group Limited/Isio Services Limited 2026. We are the appointed Scheme Administrator for the Isio Group Ltd is a limited company registered in England and Wales (registered number 12273083). We’re We can send you a reminder of your username, or a link to reset your password and memorable word. We’re here to help you Welcome to The Pensions Platform Proceed to login Not registered yet? Click here to register. You may unsubscribe from these communications at Fresh thinking and tailored solutions for trustees, employers and individuals across pensions, investment, benefits and wealth from Isio. 301 Moved Permanently 301 Moved Permanently openresty Cable and Wireless Pension Trustee Limited ("the Trustee") registered in England and Wales (registered number 01999232). Press Releases Isio analysis reveals the amount which could be shared between DB sponsors and members 13 March 2024: Approximately £100bn of surplus could be returned to the sponsors and Driving exceptional pensions operational solutions, with expertise in reviewing pension scheme data, benefit accuracy and scheme processes and controls. Lump sums on total commutation of small How to avoid pension scams Don’t let a scammer enjoy your retirement – find out how pension scams work, how to avoid them and what to do if you suspect a scam. Guiding a successful £700m full scheme buy-in for the Standard Life Rolls-Royce and Bentley Pension Fund. Specialist advice for social housing employers on SHPS and SHAPS, including funding, exits, and strategic review. © Isio Group Limited / Isio Services Limited 2026. By continuing to use Wednesday 9th April 2025 – Isio, one of the fastest growing pension advisory businesses in the UK, has published its 2025 Professional Independent Trustee Survey,revealing that professional trustee firms Over 150 trustee boards and organisations understand the value of outsourcing secretarial services and outsourced pensions management to us. The On 29 May 2025, the Government published its final report on the Pensions Investment Review, setting out the conclusions of its wide-ranging review and Isio launches updated employee benefits platform Isio. yourisio. com Please ensure that you have your pension reference number or your National Isio completes £20 million buy-in with Utmost Life and Pensions, providing brokering and covenant advice for defined benefit scheme Press Releases 12 Wealth and investment advisory Isio has moved to purchase the UK pensions business of Big Four firm Deloitte. Isio Private Office: Data Centres – How to avoid pension scams Don’t let a scammer enjoy your retirement – find out how pension scams work, how to avoid them and what to do if you suspect a scam. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits Collaborative and clear advice combined with award-winning pensions administration. Isio Private Office: Data Centres – Better way to play AI? Investment Phone number for UK callers: 0800 488 0796 Phone number for overseas callers: +44 203 372 2106 E-mail: reuters@isio. Please do email, write or call us, if you have any question around the administration of Isio’s Pensions Administration Training Academy Join our 12-month, Belfast based Pensions Administration Training Academy and develop a new career. Isio is a progressive advisory firm, working with clients of all sizes to deliver expertise in pensions, employee benefits, wealth planning and investment Let us know what your total expected annual pension income is at the point you intend to retire – including all pension pots and the state pension if Our driven teams of 400+ pension and actuarial consultants partner with diverse clients and stakeholders across the You’ve been directed to us by the National Dashboard System because you have matched to a pension administered by Isio, on behalf of your current If you are a member of a pension scheme or you are looking for information about your pension, please do not use this form, please visit yourisio. beam will enable savers to redirect pension contributions into other savings vehicles Martin Richmond 14 Actuarial advice and consulting that provides greater strategic certainty for trustees and employers. Isio announced plans to The deadline for completing your submission through the HMRC digital service if you have revised historic tax positions or tax charge for 2022/23 Isio are recruiting for their Graduate Actuarial and Consulting - 2025 Intake Intake across all their offices nationwide. Find related and similar companies as well as employees by title and much more. com ADDRESS: Isio, PO Box 108, Blyth NE24 The Cummins UK Pension Plan helps members save for the future, with a range of investment options that match the choices that are available at Five years, ten years, two years away from reaching your retirement age? The more time you allow to plan for your retirement the better, as there some big decisions to consider. 3trn pension fund industry to lift systems investment. Web site created using create-react-app Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. Isio Group Ltd and Isio Services Ltd (“Isio”) and their service providers use cookies to give you the best possible experience on our website. Intelligent ways to manage your defined benefit pension risks. Isio has connected its first scheme to the pensions dashboards ecosystem. If you know your pension is managed by FUSION is registered as a trade mark covering the whole Community. As pensions tax specialists, we have the knowledge to make the process as News Digest: Australia warns £2. Isio is a leading UK Nearly a year after the King's Speech and a week after the flurry of pension consultation responses, the Government will publish the Isio Bristol Isio’s Croydon Office is less than 5 minutes’ walk from East Croydon railway station with fast links to London Bridge, Victoria, Kings Cross/St Pancras, Gatwick airport and the South Coast. Apply now! At the end of 2019, KPMG confirmed it had consented to the management buyout of its UK pensions advisory wing. Australia's corporate regulator, the Australian Securities and Investments Commission (ASIC), has warned the Need help? If you are unsure if you hold any pension benefits with Isio - you can check on the government pension tracing service website here. Some cookies are optional, they Isio has confirmed that it has completed its acquisition of the insurance and risk settlement specialist, K3 Advisory Limited, having received regulatory approval. The site will be updated from Deloitte has struck a deal to sell its UK pensions advisory division to Isio, the private equity-backed business spun out of KPMG in 2020. At the forefront of defined benefit consolidation, our award-winning solutions are now approaching £3bn of assets, having been running for over 5 years. Isio, one of the fastest growing pension advisory businesses in the UK, has published its 2025 Professional Independent Trustee Survey, revealing that professional trustee firms have established Given the bumper task of establishing KPMG’s Scottish pensions practice in 2008, Donald Fleming says he started out on his own for the first few months, “writing a business plan – and then DTRB provides actuarial, pensions administration and investment services to some of the biggest organisations and pension plans across the UK. This questionnaire is designed to help you learn more about your NHS DB PLAN ISIO WEB PORTAL: www. Exponent is pleased to announce an investment in Isio, formerly KPMG’s UK Pensions Advisory Practice, and its launch as a new independent UK pensions advisory firm. Lump sums on total commutation of small Isio has completed its acquisition of Premier Pensions after the deal was given the green light by the Financial Conduct Authority. Isio has successfully connected its first client pension scheme to the Pensions Dashboards ecosystem, marking a major step towards the industry-wide goal of transforming how savers access and engage Isio Group Limited (“Isio”) has today completed its acquisition of Deloitte Total Reward and Benefits Limited (“DTRB”), the UK pensions advisory business of Deloitte LLP, following FCA approval. An unfussy, progressive approach to defined benefit pension transfer advice. The completion of the acquisition adds 200 people Isio has connected its first pension scheme to the Pensions Dashboards ecosystem, joining Royal London, Aegon, Fidelity, Barnett Waddingham The acquisition of Premier will enhance Isio’s existing services of pensions administration, actuarial consulting and investment advisory whilst also expanding its services to include Please contact Isio if you have any questions about your benefits or if you would like to request a quotation. Read more Pensions Administration is a key growth area for Isio, and this graduate role offers the opportunity to get more insight and build valuable experience of both technical pension’s knowledge and Welcome to the NHS Pension Flexibilities Information Centre Thanks for following the link in your letter from the NHS. Public Information: To access Public Information about certain pension schemes without logging on, please click here . FUSION is registered as a trade mark covering the whole Community. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Welcome to Isio! You’ve been directed to us by the National Dashboard System because you have matched to a pension administered by Isio, on behalf of your current or previous . Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. Information use: We use the personal information from this form and any other information that you give us to: Isio Group has completed its acquisition of Premier Pensions Management, following approval from the Financial Conduct Authority (FCA). Isio Private Office: Data Centres – Better way to play AI? Investment management services We are an industry-leading challenger, providing diverse expertise across pensions, employee benefits, investment and wealth, giving clients an integrated experience. Isio Group Ltd is a limited company registered in England and Wales (registered number 12273083). Pensions consultancy Isio is set to acquire Premier Pensions for an undisclosed sum in a move to create a combined advisory and pensions administration business. The upcoming Pensions Bill is likely to introduces transformative changes, including the long-anticipated reforms to DB surplus arrangements and Isio and the Trustees of your pension scheme take privacy very seriously. Five years, ten years, two years away from reaching your retirement age? The more time you allow to plan for your retirement the better, as there some big decisions to consider. Isio Private Office: Data Centres – Better way to play AI? Investment management services Pensions services, investment advisory and employee benefit programmes aligned to your purpose and values. Also known as a Bridging Pension Option (BPO), members receive a higher scheme pension before their State Pension Age (SPA) and a lower scheme pension after their SPA. Before you register we just want to check you are in the right place. How to avoid pension scams Don’t let a scammer enjoy your retirement – find out how pension scams work, how to avoid them and what to do if you suspect a scam. Pfizer UK Pension Arrangements Access to the Member Portal Members of the Pfizer Group Pension Scheme (including previous Monsanto Pension Plan Isio Group Ltd and Isio Services Ltd (“Isio”) and their service providers use cookies to give you the best possible experience on our website. We are the appointed Scheme Administrator for the NRAM Gain an in-depth understanding of how the decisions you make today will shape your retirement with our Pensions Options Calculator. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits Enhancing defined contribution pensions for employers, trustees and members with experience and unbiased data-driven decision making. Isio’s dedicated NHS team will help you swiftly resolve your Remedy tax position. 10 January 2026 Traffic jams and roadblocks leaving micro DB schemes in the slow lane 06 January 2026 AI in Pensions Administration: Start with members, not DB pension scheme consolidation Isio is the market leader in operational consolidation; we enable UK based DB pension schemes to run more efficiently and effectively by using their collective buying Pensions administration Providing a frictionless pensions administration journey for members, trustees and sponsors. The Trustees of the Salvation Army Employees’ Pension Fund (“the Fund”) welcomes you to this site, which provides information and documents that you may find useful. Need help? If you are unsure if you hold any pension benefits with Isio - you can check on the government pension tracing service website here. Some cookies are optional, they are used to Fresh thinking and tailored solutions for trustees, employers and individuals across pensions, investment, benefits and wealth from Isio. Registered address This website uses cookies. isio. However, there are a few common issues that may get you logged in Web site created using create-react-app © Isio Group Limited/Isio Services Limited 2026. Aquiline Capital Partners to make a majority investment in Isio Group Limited, a leading UK pensions and investment advisory firm. Our focus is happy staff and a high quality member experience. Read more How to avoid pension scams Don’t let a scammer enjoy your retirement – find out how pension scams work, how to avoid them and what to do if you suspect a scam. The LSA is used up by Pension Commencement Lump Sums (PCLS) and the 25% tax-free element of Uncrystallised Funds Pension Lump Sums (UFPLS). You Isio would like to use the contact information you provide to us to contact you about our products and services. Isio Private Office: Data Centres – Better way to Isio is set to acquire Premier Pensions for an undisclosed sum, subject to Financial Conduct Authority approval. al8ug, lghx, p9gnx, 7kgxv, chetuu, jzhsj, mndzq5, 4bqara, ckpw1, n6wb,