Defined Benefit

XPS finds transfer activity levels have hit record lows four times in the past year

Hymans Robertson says sponsors need plans to ensure efficient utilisation of surplus

LCP says FDs should incorporate the accounting implications of surpluses into strategic decisions early

Increased fears over red tape come as worries over inflation and potential recession subside

Hymans says there is ‘value’ in thinking carefully about position before decisions are made

EY-Parthenon report shows 18 profit warnings were issued by UK sponsors with a DB scheme

Aggregate defined benefit (DB) funding levels have improved to over 130% resulting in over 80% of DB schemes now being in surplus.*

The funding impact for well-hedged schemes will depend on exposure to non-hedging assets

XPS finds aggregate DB funding levels remain ‘extremely positive’ on long-term target basis

PwC asks if public sector schemes will look to use surpluses to meet contribution costs