XPS Live The 'Surplus Sessions' | Session 6: Embedding surplus policy in your governance process
XPS Live The 'Surplus Sessions' | Session 6: Embedding surplus policy in your governance process
16 March | Tuesday | 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.
Efficiently running a scheme to generate and release surplus adds new governance requirement for trustees.
We will explore:
- How to make the surplus certification and release process efficient and predictable
- Key policies that trustees running on may need
- How technology can support decision making.
- Register for events
- Join our mailing list
Register for events
We enjoy hosting a wide range of events for pension scheme trustees, corporate sponsors, independent trustees, and pensions professionals.
Join our mailing list
Keep up to date with our latest news and views including pension briefings, XPS insights, reports and event invitations.