Employer 'proactivity' needed to avoid trapped surplus

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

Jasmine Urquhart
clock • 1 min read
Hymans Robertson says employers need to ensure a surplus plan is in place following improved funding levels
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Hymans Robertson says employers need to ensure a surplus plan is in place following improved funding levels

Employers need to be more “proactive” to ensure they have appropriate plans in place for utilising surplus, Hymans Robertson says.

In its latest discussion paper on corporate valuations, the consultancy said firms with defined benefit (DB) schemes could remove the risk of having trapped surplus by using escrow arrangements, co...

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