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
Image:

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...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Defined Benefit

DB surpluses hit £220bn as schemes remain 'resilient'

DB surpluses hit £220bn as schemes remain 'resilient'

XPS Group analysis shows DB schemes have seen ‘steady improvement’ over the last 12 months

Holly Roach
clock 12 February 2026 • 1 min read
DB schemes make further progress on funding, Broadstone finds

DB schemes make further progress on funding, Broadstone finds

Firm’s Sirius Index shows slight increases across its modelled schemes

Holly Roach
clock 06 February 2026 • 1 min read
Tender Watch: Carlsberg UK scheme appoints Barnett Waddingham

Tender Watch: Carlsberg UK scheme appoints Barnett Waddingham

Consultancy will provide actuarial and administration services to the scheme

Professional Pensions
clock 05 February 2026 • 1 min read
Trustpilot