XPS Live The 'Surplus Sessions' | Session 1: Sharing surplus with members
XPS Live The 'Surplus Sessions' | Session 1: Sharing surplus with members
24 September | Thursday | 1-1:30pm
Everything you need to know about surplus release in six 30-minute webcasts
The new surplus rules create an expectation that trustees consider how members might benefit from surplus. However, some employers may feel they should have priority over surplus, having funded deficits and stood behind the risks for many years.
It is therefore crucial that trustees and employers collaborate on an informed basis to avoid any unnecessary confrontation. This session will help prepare you for those discussions.
Join Claire Trott from St James’s Place alongside our XPS speakers as we cover:
- Government and TPR expectations on sharing surplus with members
- The diverse range of ways members can benefit from surplus and run-on
- Surplus-sharing options that go beyond a simple proportionate split
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