Isio has announced a new leadership structure for its pensions administration business.  

The new team aims to provide every stage of the client relationship with an owner, from winning and onboarding new clients through to day-to-day service delivery and service quality. The team will be led by Isio partner and head of pensions administration, Kevin Howard, while Garry Wake will lead operations and Dan Taylor will lead sales, proposition and client management. In addition to this, Chris Smart will lead client onboarding and client projects, and Clare Maguire will lead service quality. This announcement marks the next stage in bringing Isio and Trafalgar House Pensions Administration together following the acquisition completed in August. Isio also confirmed that Isio partner, Girish Menezes, who has led the firm's administration business since Premier Pensions joined, has decided to step back next year. He will continue to play an active part in the business over the coming months, working closely with the leadership team on Isio’s growth plans and proposition.

Broadstone has appointed Maria Goodwin as a client consulting director in its Employee Benefits Consulting division.

She joins Broadstone from Isio, where she was a business development director, and previously held consultancy, business development and corporate growth roles at Aptia, Mercer UK and JLT Employee Benefits. In her new role, Goodwin will focus on developing relationships with prospective clients, winning new business and expanding Broadstone's presence across the employee benefits market. Commenting, Broadstone head of defined contribution (DC) workplace savings, Damon Hopkins, said: “We are delighted to welcome Maria to Broadstone at an exciting time of growth. Her extensive experience in business development, established network across the employee benefits market and strong understanding of the challenges facing employers make her a valuable addition to our team.”

Quilter has appointed Tim Freeman as technology adoption director within Quilter Financial Planning.

In the newly created role, Freeman will work closely with advisers and firms across the Quilter advice network, helping them make the most of the technology, tools and support available to them. He will focus on adviser engagement, adoption and business improvement, ensuring new capabilities translate into better adviser and client experiences. Freeman brings more than two decades of financial services experience to his new role and has been at Openwork since 2022, most recently as strategic partnership development manager. Before Openwork, he spent seven years at St. James's Place and 13 years at HSBC.

Gallagher has appointed Austen Robilliard as director, investment portfolio solutions within its UK Benefits & HR Consulting division.

Robilliard joins Gallagher with more than 20 years of experience across wealth and investment management. He spent 19 years at Titan Wealth Planning and held senior leadership positions, most recently as interim chief executive of IWP Investment Management. His appointment reflects Gallagher’s continued investment in its UK Wealth proposition, and as a director within the team, Robilliard will help shape the next phase of the business’s growth strategy.

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