XPS Live | Making Sense of the New Funding Rules and Overcoming Valuation Challenges

XPS Live | Making Sense of the New Funding Rules and Overcoming Valuation Challenges

19 June | Thursday | 2pm - 3pm

With nine months of experience under the new scheme funding regulations, we will share key insights into how schemes are applying the rules in practice.

The Pensions Regulator (TPR) has released extensive guidance for trustees and employers undertaking their first defined benefit scheme funding valuation under the new regulations. This covers all aspects of the process, including covenant assessment, setting long-term strategies, meeting low dependency funding and investment requirements, Fast Track, and the new Statement of Strategy.

Navigating this new guidance to complete valuations effectively can be challenging, and relying on previous processes may no longer be enough.

Join our actuarial, investment, and covenant specialists as they share key insights, including:

• How the rules are being applied in practice to schemes in different circumstances - including well-funded schemes already at or approaching low dependency.
• The key elements of the new requirements that are important to focus your time and attention on.
• How we are seeing trustees, employers and advisers collaborate effectively to help ensure a smooth valuation process.
• The latest guidance from TPR, including in its Annual Funding Statement released on 29 April 2025.

Book now