Isio appoints six new partners in inaugural promotion round

12 February 2021 2 min. read
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In its first partner promotions round since breaking free from Big Four giant KPMG, pensions advisory business Isio has admitted six of its company members into its partnership.

Paula Champion specialises in investment and leads Isio’s fiduciary management team. In the role, she also leads the firm’s annual research into the fiduciary management industry. 

Tim Barlow advises trustees on their pensions investment strategies, with a focus on risk management, simplification and cost reduction.

Jonathan Summerlin specialises in advising companies and trustees on scheme funding, long term planning and risk management. He also leads Isio’s member options proposition, supporting improved member engagement and communication.

Paula Champion, Tim Barlow, Jonathan Summerlin, Richard Hassan, Robert Watkin, Julie Gray

Richard Hassan specialises in advising companies and trustees with managing the risk of their defined benefit schemes and setting up and managing defined contribution pension arrangements as part of employee reward packages.

Robert Watkin advises trustees and acts as scheme actuary to a range of UK pension funds. He specialises in providing strategic advice to trustee boards, helping them to design and execute a plan to achieve their long-term goals. He is also an experienced expert witness in pensions litigation. 

Julie Gray advises both trustees and company sponsors on defined benefit and defined contribution schemes across Scotland.

Commenting on the promotions, Andrew Coles, the CEO of Isio, said: “It is a fantastic milestone in Isio’s first year to announce our first partner promotions. Our newest six partners represent some of the brightest and best of specialist pensions advisers, reflecting a strong start to our independent journey, particularly in the trustee services and investment advisory parts of the market.” 

“With the Pensions Act set to bring in a raft of new regulations, and the implementation of new policies to support environmental, social and governance principles, pension fund trustees and sponsor companies need expert support to navigate ever-increasing demands to deliver the promised benefits to pension scheme members efficiently. Our new partners are highly valued by their clients for their ability to support them through the most difficult pensions challenges.”