XPS Live The 'Surplus Sessions' | Session 4: Covenant and surplus policy

XPS Live The 'Surplus Sessions' | Session 4: Covenant and surplus policy

20 January | 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.

Covenant is a crucial anchor for any surplus policy.

In this session, we will explore:

• The interaction between covenant, surplus policy and run-on strategy
• How to benchmark insurer covenants against your own strategy and covenant; and
• Case studies of how schemes are leveraging covenant to safely run-on for surplus release.

Book now