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 | 3-3:30pm

Everything you need to know about surplus release in six 30-minute webcasts

New rules on using and releasing surplus have significant implications for UK pension schemes. Whether running on or buying out, all pension schemes in surplus should have a surplus policy in place. There are many new opportunities and challenges for employers and trustees to consider.

Starting in September and running up to the new surplus release rules going live in April 2027, join us for a series of six short 30-minute webcasts covering all aspects of surplus release.

Our goal is to arm you with the knowledge and insights to ensure surplus is managed in the best way for you and your scheme's members.

This session will explore:

• All options for members to benefit from surplus, covering their value to members and risk to the scheme
• Key areas to consider in negotiating whether and how members should share in surplus; and
• How to effectively communicate surplus release and sharing with members

Book now