Investment

The government is making it easier for well-funded DB schemes to release surplus, when ‘safe to do so’, and trustees will need to set out their proposed approach to surplus extraction as part of their statement of strategy. As we weigh up this crucial issue of ‘safety’, let’s look to the insurance market to consider how DB schemes might run on and extract surplus for now, while preparing to pivot to buyout if needed.

Consultancy says DB market has undergone a ‘vast’ and ‘significant’ change in recent years

IC Select’s 2025 fiduciary management fee survey shows long-term fall in charges

XPS says Transfer Value Index shows DB transfer values peaked in June to just over £143,000

Research finds DC savers would be more engaged with their pension if it was helping solve issues like housing

Provider says enhancement comes in a bid to drive improved outcomes for members

Pensions for Purpose finds asset owners describe their impact literacy as ‘average’

Two years on from the Mansion House Compact, how has the UK defined contribution investment landscape changed – and what impact will a new agreement and pension scheme legislation have in driving the government’s objectives?

Barnett Waddingham says firms will miss out on additional value if they access surpluses too soon