Isio Services
- Company typePrivate
- Founded2020
- HeadquartersLondon, United Kingdom
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
Isio Services firmographics
Firmographics- Name
- Isio Services
- Legal name
- Isio Group Limited
- Website
- https://isio.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
Where Isio Services is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices10 records
Markets served
Isio Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Pensions Advisory Services: Actuarial and consulting services, pension administration, and investment advisory for defined benefit and defined contribution pension schemes. Revenue generated through professional service fees for strategic advice, scheme management, and ongoing administration.
- Employee Benefits Services: Risk and healthcare benefits advisory including group risk, critical illness, PMI, cashplans, and wellbeing solutions. Revenue from consulting fees and potentially insurance commission arrangements.
- Investment Advisory & Wealth Management: Bespoke investment advisory for private and public sector organisations, families, and individuals. Portfolio management and wealth planning services. Revenue through advisory fees and investment management charges.
- Risk Settlement Services: Insurance and risk settlement specialist services including transaction advisory for pension scheme de-risking, buyouts, and consolidation solutions through the Enplan platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enplan platform offers fixed core fee covering all known BAU services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Isio Services product offering
Product offeringCore offering
Isio Services is a UK pensions and employee benefits advisory firm that provides actuarial consulting, DB (Defined Benefit) and DC (Defined Contribution) pension scheme advisory, pension scheme administration, employee benefits consulting, investment advisory, and wealth planning services. It serves pension trustees, employers (including FTSE 100 companies), individuals and families, charities and endowments, and financial advisers, underpinned by proprietary technology platforms including the Enplan DB pension consolidation tool and Prudence Watch LGPS benchmarking service.
Product overview
Isio Services is a progressive advisory firm offering a comprehensive suite of pensions, employee benefits, investment, and wealth planning services. The core offering spans four main service areas (Pensions, Employee Benefits, Investment, Wealth) supported by Digital Services capabilities. Key products include Enplan, an award-winning DB pension consolidation platform managing 65+ schemes, and Prudence Watch, an LGPS benchmarking service. The firm operates across 10 UK offices with over 1,400 professionals advising on £300bn+ of UK pensions assets.
Differentiator
Problem solved
Functional benefit
Brands
- Enplan: DB pension consolidation platform operated in partnership with Entrust, managing over 60 pension schemes with £1bn+ assets under management. Winner of DB Master Trust/Consolidator of the Year award.
Products and services
- Pensions Services End-to-end pensions advisory for UK DB and DC scheme trustees and employers, covering actuarial valuations, scheme administration, de-risking and endgame planning, governance, and investment advice.
- Employee Benefits Services Advice and consultancy on group employee benefits for UK employers, including healthcare, group risk, and total reward strategy, serving FTSE 100 and other large corporate clients.
- Investment Advisory Services Investment advisory for pension scheme trustees and other institutional clients, including strategic asset allocation, manager research, and ongoing investment governance support.
- Wealth Planning Services Independent financial planning, pension wealth, and tax-efficient wealth structuring advice for high-net-worth individuals and families.
- Enplan DB Pension Consolidation Platform Proprietary technology platform that enables trustees and employers to consolidate legacy Defined Benefit pension schemes more efficiently, materially reducing the time and cost (claimed ~30%) of DB consolidation programmes.
- Prudence Watch LGPS Benchmarking Service Independent benchmarking service for UK Local Government Pension Scheme funds, providing comparative insight on funding levels, investment performance, and governance.
- Risk Settlement Services (K3 Advisory) Advisory services on pension risk settlement transactions, including bulk annuity (bulk purchase annuity / buy-in / buy-out) transactions and endgame strategy, following the October 2024 acquisition of K3 Advisory.
- Financial Adviser Investment Management (Collidr) Model portfolio and discretionary investment management services for UK Independent Financial Adviser firms, serving their mass-affluent and high-net-worth clients, following the acquisition of Collidr.
- Digital Services Digital advisory and delivery capability covering data services, digital product development, member engagement portals, quantitative development, and the Insights Studio data analytics platform.
Quantifiable outcome
- Scheme costs reduced by up to 30% through Enplan platform economies of scale
- +3 more outcomes
Companies that use Isio Services
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles6 records
Isio Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Isio Services partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- K3 AdvisorycoreIsio acquired K3 Advisory, an insurance and risk settlement specialist, to expand its risk settlement capabilities. K3 Advisory has completed nearly 100 transactions with assets close to £2bn. The acquisition aims to increase growth, market reach, and service capabilities, particularly in small to medium-sized transactions, and is subject to FCA regulatory approval.
- CollidrminorIsio acquired Collidr to enhance its financial adviser offering, strengthening capabilities in investment management services for financial advisers and their clients.
- EntrustcoreEntrust provides governance and secretarial support for the Enplan Pension Platform while Isio provides all key pensions services including administration, actuarial and investment. This partnership enables professional trustee services and scheme governance for schemes on the consolidation platform.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Isio Services competitors and assessment
Company assessmentDirect peers
- Broadstone: UK pensions, employee benefits and investment advisory firm; comparable mid-market positioning and broad service offering across pensions, benefits and wealth.
- XPS Pensions Group: UK-listed specialist pensions actuarial, administration and consulting firm serving trustees and employers; directly comparable to Isio on DB advisory, administration scale and mid-market pension scheme focus.
- Lane Clark & Peacock (LCP): Major independent UK actuarial and pension consulting firm advising trustees, employers and individuals on pensions, investment and health & benefits; closely matches Isio's full-service advisory proposition.
- Barnett Waddingham: UK-focused actuarial, pensions administration and investment consultancy with comparable scale and trustee/employer client base; peer in core DB advisory and administration.
- Hymans Robertson: UK specialist actuarial and pension consulting firm with strong LGPS and DB scheme credentials; competes head-to-head with Isio for trustee and employer mandates.
Broad incumbents
- Mercer: Global consulting arm of Marsh McLennan with a substantial UK pensions, investment and benefits practice; overlaps with Isio across the FTSE 100 employer and large scheme segments as a much larger incumbent.
- Aon: Global professional services firm with a UK pensions advisory, investment and risk settlement practice; competes with Isio in de-risking, actuarial consulting and bulk annuity transactions.
- Willis Towers Watson (WTW): Global advisory firm with significant UK pensions, investment and employee benefits business; competes with Isio across actuarial consulting, administration and DC investment services.
- Deloitte UK Pensions: Big 4 professional services firm offering pensions advisory and actuarial consulting in the UK; Isio's Big 4 heritage makes this a direct talent and client competitor, particularly at large corporate sponsors.
- PwC UK Pensions: Big 4 firm with a UK pensions and employee benefits advisory practice serving large employers and trustees; competes with Isio for FTSE clients and senior actuarial talent.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Isio Services social profiles
Digital presenceIsio Services compliance and trust
Trust signalCompliance1 record
Isio Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Isio Services leadership team
Management profileNumber of profiles
Profiles5 records
Isio Services subsidiaries and ownership
Company hierarchySubsidiaries2 records
Isio Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Isio Services M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Isio Services
What does Isio Services do?
Isio Services is a UK pensions and employee benefits advisory firm that provides actuarial consulting, DB (Defined Benefit) and DC (Defined Contribution) pension scheme advisory, pension scheme administration, employee benefits consulting, investment advisory, and wealth planning services. It serves pension trustees, employers (including FTSE 100 companies), individuals and families, charities and endowments, and financial advisers, underpinned by proprietary technology platforms including the Enplan DB pension consolidation tool and Prudence Watch LGPS benchmarking service.
Is Isio Services a public or private company?
Isio Services is a private company. It is classified as unknown and is currently operating.
When was Isio Services founded?
Isio Services was founded in 2020. It employs 1,001 to 5,000 people.
Where is Isio Services based?
Isio Services is headquartered in London, United Kingdom, in the Europe region.
How does Isio Services make money?
Four revenue lines are on record. Pensions Advisory Services are the primary driver. The others are employee Benefits Services, investment Advisory & Wealth Management and risk Settlement Services.
Who are Isio Services's main competitors?
Direct peers on record are Broadstone, XPS Pensions Group, Lane Clark & Peacock (LCP), Barnett Waddingham and Hymans Robertson. Broad incumbents are Mercer, Aon, Willis Towers Watson (WTW), Deloitte UK Pensions and PwC UK Pensions.
Does Isio Services have an API?
No public API is recorded for Isio Services.