Funding and Investment Strategy Companion Part Four: The funding valuation and journey plan

Funding and Investment Strategy Companion Part Four: The funding valuation and journey plan

30 Sep 2025

The landscape of scheme funding is changing, with the new regulations and funding code directing trustees to take a long-term approach to scheme funding with a greater emphasis on strategic planning. 

In Part Four of XPS's FIS Companion, we explore how the valuation process has evolved under the new regulations and the key elements of the journey plan.

Download Part Four here

Part Five of XPS’s FIS Companion, coming in October, will delve into fast track versus bespoke.

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