XPS Live The 'Surplus Sessions' | Session 3: Surplus flexibilities if you are on the way to buyout
XPS Live The 'Surplus Sessions' | Session 3: Surplus flexibilities if you are on the way to buyout
16 December | Wednesday | 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:
- How to take advantage of the new surplus regulations if you have completed a buy-in, including releasing some surplus sooner;
- How to open up more options for employers and members to share surplus sooner, making insurance more efficient; and
- Legal areas to be aware of.
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