Scheme surplus rules – the lottery and the 'fix'

Naomi Brown says the question of surplus return to employers is complex

clock • 4 min read
Naomi Brown: To some extent... It depends
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Naomi Brown: To some extent... It depends

As a lawyer, my favourite answer to any question is "it depends". But it is a truly fitting response to the question “Can surplus scheme funds be returned to the employer?”

  Rising funding levels and maturing schemes mean this question is coming up more and more, and people are often surprised by the complexity, and uncertainty, of the answer. It certainly isn't, ...

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