The new funding and investment strategy regime – an in-depth review of the investment implications
The new funding and investment strategy regime – an in-depth review of the investment implications
01 Nov 2024
The new low dependency strategic regime introduces substantial changes to the funding and investment regulations for defined benefit schemes. These changes take effect for all valuations with effective dates on or after 22 September 2024. It is crucial for schemes to begin considering their long-term investment strategies today.
There are many new concepts to grapple with and this detailed report provides a breakdown of the investment implications arising from the new regime, assesses The Pensions Regulator’s guidance to help trustees meet their new legal requirements, and delves into what these changes mean for trustees and sponsors.
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