Isio builds digital services, data tools, member-engagement products and benefit technology alongside its advisory work. The firm's technical domains cover digital services development, data tooling and member-facing products, applied to the pensions, employee benefits and wealth management sectors. Technology sits within a business that also performs actuarial consulting, pensions administration and investment advisory work, giving engineering and product teams direct exposure to the underlying data and processes of pension schemes and benefit arrangements.
Founded in 2020, Isio is a financial advisory firm serving trustees, employers, charities, financial advisers, families and scheme members. Its work spans four areas: a pensions business covering consulting, administration and investment advisory for pension schemes and trustees; strategic employee-benefit solutions for employers; independent wealth planning and investment advice for individuals, families and family offices; and the digital services and tools developed in-house. The firm serves organisations of every size and sector across a national network of UK offices.
Isio describes itself as progressive, with a challenger-led culture built by challengers, innovators and forward-thinkers, and states an aim of challenging established financial-services conventions. The firm combines long-standing pension expertise with a forward-looking approach, with a shared aim of delivering stronger financial confidence and better outcomes for clients, members and stakeholders.
