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Isio |

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Employees: 501 to 1000
Founded: 2020

Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since.

Who we are

Our heritage gives us a unique edge. Decades of experience combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions that bring better outcomes for our clients and society.

Our relentless focus for better, means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out. And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions.

Actuarial & Consulting

Actuarial & Consulting sits at the heart of our advice offering, and how we help our clients achieve greater success. As part of these programmes, you’ll be supported and given study leave to become a Fellow of the Institute and Faculty of Actuaries.

Investment Advisory

We provide bespoke investment advice to defined benefit pensions schemes, defined contribution pension schemes, defined contribution master trusts, endowment funds, charities and high-net-worth individuals. If the right investment solution doesn’t exist, we will work with investment managers to create a new fund or mandate that is right.

Pensions Administration

By combining the human touch with state-of-the-art tech, we deliver the best possible experience for each and every member on their road to retirement, and beyond.

Employee Reward & Benefits

We support our clients across the whole spectrum of reward & benefits, from strategic design to procurement, communication, administration and financial coaching.

Wealth Planning

Our highly respected chartered advice team, Premier Wealth Planning, provides independent, progressive financial advice.

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Application process

Stage 1 – online application form

Applicants must select one role within our 2024 intake they are most motivated for that is based in a location they are committed to be based in. Please select one role to join Isio in 2024 that is working in the service line and location.

The application form will ask for your key contact information and about your academic qualifications. You will be able to upload a copy of your CV (resumé) with your application. You will be asked to provide answers to your interest and motivation to work for Isio and the role you have applied for.

Stage 2 – online numerical reasoning test

If your application form is reviewed, and seen as positive, then you will be invited to complete an online numerical reasoning test. This is a key aptitude needed across all roles at Isio. Please ensure you have a good interest connection and are in a place where you can fully concentrate on the test.

Stage 3 – online critical reasoning test – (For Graduates and Industrial Placements only)

This invitation will be sent if your online numerical reasoning test score is positive.

Stage 4 – Interview – in person at an Isio office

The final stage will be to meet colleagues, at one our offices for an interview. We will support you with the cost of using public transport to get to your interview. At your interview we will look to arrange a separate meeting to your interview, with one of our recent early careers recruits working in the role you have applied for. This will help you learn more about what the role is really like.

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Culture and values

At Isio, we believe in:

Power in partnership
Working together allows us to better understand our clients and deliver the best results for them in ways that benefit our business too. By collaborating with our clients and each other, we can build open and trusted relationships that endure.

Strength in difference
Isio is a place that welcomes people of all backgrounds, and we recognise that working with differences makes us stronger and is integral to our continued success. Our team is at its best when we harness the power of diverse perspectives to find better solutions.

Future focus
We’re determined to play an active role in our industry, ensuring that the voices of the communities we represent are heard, pushing for positive change and solving problems in innovative ways for the mutual gain of our clients and society.

People first
Everything about our business is developed by people for people. People are the source of our knowledge and expertise, and its people who trust us to give pensions and other advice that materially affects their lives. We’re committed to nurturing their collective prosperity.

Equity, diversity & inclusion

At Isio, we strive to create an inclusive culture that embraces difference, and provides creative solutions that drive value for us, our clients and our communities. Inclusion and belonging are at the heart of our values – ‘strength in difference’ is one of our four core beliefs.

We are committed to promoting inclusion and belonging (I&B) in the workplace and fostering an environment of respect. This environment aims to recognise individuals for their unique contributions, and to provide everyone with opportunities to develop.


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