At Isio, we challenge existing thinking on pensions, investment advice, employee benefits and wealth, helping charities find the right solutions that align to their purpose and values through strategic and innovative advice.
We work collaboratively with your Board of Charity Trustees or Pension Trustees to develop effective strategies for your pension plans. This includes assistance with triennial funding valuations, covenant assessments, insurance transactions, and other tailored solutions.
In addition, our employee benefits services help charities build sustainable employee pensions and benefit programmes. Our approach and solutions are bespoke to your organisation’s culture, circumstances and workforce and our services are wide-ranging, from benefit design to helping your employees better understand, use and value your existing benefits.
We understand the complexities of charity and endowment investing and our tailored advice helps achieve better outcomes for your people and beneficiaries. We support over 100 charity clients, offering independent, whole-of-market advice and bespoke portfolios.
By leveraging our expertise across these areas, Isio is committed to helping charities achieve their goals and support their mission.
Found out more on our website.