XPS Live The 'Surplus Sessions' | Session 2: How employers can optimise surplus release

XPS Live The 'Surplus Sessions' | Session 2: How employers can optimise surplus release

19 November | 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.

The way the new rules are set up mean that employers will need to negotiate with their trustees.

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As proposals to make surplus release easier move closer to reality, employers have an opportunity to consider how pension scheme assets can support wider business objectives. However, turning surplus into value may not be straightforward.

This session will examine the practical, regulatory and negotiation challenges employers may face, and explore the steps they can take now to make the most of the opportunities ahead.

In this webcast we will cover:

• Options available to employers, including the risk and reward dynamics of each option and their accounting treatment

• How employers can optimise a surplus strategy and engage effectively with trustees to achieve their objective 

• How employers and trustees are approaching surplus release in practice, and the lessons learned so far

• The Pensions Regulator’s views on appropriate approaches to surplus release, including the split between employers and members 

Book now