XPS Live The 'Surplus Sessions' | Session 5: Investing for surplus release

XPS Live The 'Surplus Sessions' | Session 5: Investing for surplus release

25 February | 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.

Many schemes are now exploring running-on over the short or long term to generate surplus.

This session will cover:

• Investment strategies for schemes of all sizes to safely invest to generate stable surplus
• The use of funding buffers and management action triggers to manage risk; and
• How to ensure a solvent exit route is always available if you need to switch to wind up.

Book now