Isio

#PensionAwareness starts next week, don't miss out on Isio's live show with the Pension Geeks on Wednesday 11th September at 10am. Isio's Paul Moffatt will delve into the latest research below from the Living Wage Foundation and share practical tips to help individuals build a pension sufficient enough to meet their retirement needs. Sign up here: https://lnkd.in/e3xN8ci8 #pensionawarenessweek

After many years as corporate pensions adviser, Isio is pleased to have supported Coats Group PLC with its recently announced £1.3bn buy-in. Led by John Hodgson and Dan Sherratt, Isio's advisory team supported Coats as part of a joint working group with its trustee to investigate and deliver an innovatively funded insurance solution. Following a 2022 buy-in, this solution fully hedges the remaining financial and demographic risks in Coats' UK pension liabilities.   Read the full press release here: https://lnkd.in/eiwKMU2K #buyin #pensions

Join Isio for the ‘Clarity on Pensions’ event on 8th October for an evening on insightful presentations and networking. All DB schemes valued between £5m and £500m are encouraged to attend. Isio experts, alongside Head of Public Policy at Schroders, Richard Fox, will be unpacking the implications of a Labour government & the new funding code on your pension liabilities to ensure that you are getting ahead of the curve. Following the talks there will be an informal networking reception — an ideal opportunity to connect with industry peers. Register now and learn more about our agenda: https://lnkd.in/e767PCMb #DBscheme #Policy #Govenment #Pensions

Join us at 10am on 17 September for our upcoming webinar as we decode the new DB pensions funding code. Isio’s Iain McLellan and Karen Parker will be joined by The Pensions Regulator’s Interim Head of Supervision Andrew Dodd as they share an overview of the new requirements and our initial thoughts on how the changes will impact those running schemes. Register here: https://lnkd.in/eMHMKEGe The Pensions Regulator recently published the updated regulations, which will apply for valuation dates on or after 22nd September 2024. While improvements in funding positions have reduced the pressure around valuation negotiations, trustees and sponsors are going to have to invest time understanding the detail of the revised code and how they can comply. #DBFundingCode #DBPensions #ThePensionsRegulator 

Join over 70 who have already registered for the final session in our Pensions Dashboards webinar series: ‘Running a scheme in a post Dashboards world’ on 23 September at 10am. Isio’s very own Samantha Coombes, will be joined by Richard Smith, Pensions Dashboards Consultant at the Pensions and Lifetime Savings Association and Sam Burden, Independent Trustee at ZEDRA Group to examine the impact that Dashboards will have on running a pension scheme, demonstrating what a live Dashboard may look like and reflecting upon knowledge gained from other countries that have already implemented Pensions Dashboards. Register here: https://lnkd.in/dqZdcrUy #PensionsDashboards #PensionsPlannning #PensionsTech 

Are you prepared to think differently at Isio’s Investment Conference this October? On Tuesday 1st October, 150+ industry peers will gather in London for our inaugural investment conference to explore new innovative investment strategies, societal impacts and tomorrow’s key asset classes. Learn more about the event here: https://lnkd.in/eBBcMvRA If you would like to join us, please reach out to [email protected]. #IsioThinkingDifferently #Investment #Conference #Pensions

Isio is proud to be partnering with the Pension Geeks for Pension Awareness Week 2024 to raise awareness on the importance of saving into a pension. Paul Moffatt will be hosting a live webinar on Wednesday 11th September at 10am to share new research commissioned by the Living Wage Foundation on the new savings target pension pot. He will be exploring how individuals can build a pension sufficient enough to meet their retirement needs with practical tips that could improve their chances of a comfortable retirement. Sign up here: https://lnkd.in/e3xN8ci8 #pensionawarenessweek

AI remains a constant point of discussion when navigating the investment landscape. The demand for AI associated stocks led to the 'magnificent seven' dominating market returns since the start of 2023, outpacing U.S. and global indexes by 30%. However, the subsequent market volatility seen in August, has put private market assets in the spotlight. In our latest article, we look at data centres and how the AI support ecosystem may be the most appropriate way to get exposure to the AI theme, without the volatility associated with listed equity markets. Read our commentary for Campden Wealth in our latest article here: https://lnkd.in/edRwdd-S #datacentres #AssetManagement

The SHPS 30 September 2023 actuarial valuation results were released to employers last week. The cost of DB benefits is down by 60%, but at the same time administration costs are up by 60%.   Join our housing experts as they lift the lid on what lies behind the SHPS results and consider what it means for the housing sector and for individual housing associations.   Sign-up to our upcoming webinar here: https://lnkd.in/dqRzMTWH #SHPS #LGPS #Pensions #Actuarial 

It’s fantastic to see the recognition of our Isio colleagues shortlisted at the 2024 Professional Pensions Rising Star Awards. The awards highlight top talent in the pensions industry and we’re proud to see so many of you nominated. Well done to Adrian Marchant EPMI TPO Ambassador, Lesley Smith, Stephanos Isodiou, Sarban Hoonjan, CFA, Teri Viney, Avinash Harkison, Edwin Wilson, CFA, Gary Gallacher MSc AIA, Shelly Sandhu and Jay Malkani. Plus, our DC Investment Team up for #TeamOfTheYear. Best of luck to all of the nominees at the awards ceremony later this year. See the full shortlist here: https://lnkd.in/eY-Afj59 #RisingStars #Awards #ProfessionalPensions