Isio completes first PenUltimate Micro buy-in with Godolphin scheme

Scheme secured buy-in within seven months of consultant’s appointment

Jonathan Stapleton
clock • 2 min read
St Michael's Mount in Cornwall is part of the St Aubyn Estate. Photo: ValeryEgorov via iStock
Image:

St Michael's Mount in Cornwall is part of the St Aubyn Estate. Photo: ValeryEgorov via iStock

Isio has completed its first transaction using its PenUltimate Micro framework – finalising a £1.2m buy-in for the Pension and Life Assurance Plan of the Godolphin Company, a scheme sponsored by St Aubyn Estates.

The deal, which completed on 13 February, secured the benefits of eight deferred members with Just Group. The consultant's PenUltimate Micro framework is a fully bundled, end-to-end service desi...

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