XPS Group launches Funding and Investment Strategy Companion for DB pension schemes

XPS Group launches Funding and Investment Strategy Companion for DB pension schemes

31 Mar 2025

XPS Group, a leading pensions and insurance consulting and administration business, has today launched a practical guide to help pension scheme trustees and sponsors understand and respond to the new Funding and Investment Strategy regulations that pension scheme triennial valuations must comply with.  The Funding and Investment Strategy (FIS) Companion has been produced in response to these new regulations, which represent the biggest change for UK pension schemes for a generation and will have a significant impact on almost all DB pension schemes.

XPS’s practical guide is a six-part series that will be a vital resource as schemes approach triennial valuations under the new regulations and funding code. The FIS Companion covers setting a long-term strategy, covenant considerations, investments, funding and journey planning and includes guidance on fast-track versus bespoke valuations.

Pauline McConville, Senior Consultant, XPS Group said: “Trustees and employers have been grappling with the new funding and investment strategy regulations and are looking for clear practical guidance on what the changes mean for their schemes and what actions they should be considering.  This was evident in a recent XPS poll which found that over 85% of pension professionals said they needed to know more to feel ready to tackle the new requirements.  Our FIS Companion gives trustees and employers the information (and therefore the confidence) they need to explore the changes and be better prepared to engage with their advisors.” 

Read our XPS Funding and Investment Strategy Companion here: