db surplus

PP survey finds no industry agreement on whether DB surplus plans will encourage schemes to run-on

Autumn Budget pension announcements and IGG buys KGC Associates

Punter Southall finds of £100bn of DB surpluses, only £800m has been returned to employers in almost two decades

Standard Life research finds limited trustee support for government’s surplus reforms

Association says it supports DB surplus release where schemes are ‘demonstrably well-funded’

Aon research finds 4% reduction in number of schemes that offered increases in 2024 compared to 2023

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

Firm’s survey finds 59% favour such measures over deferred small pots and VfM

LCP analysis shows combined FTSE 100 sits at more than £50bn with a 118% funding level

XPS Group survey found most schemes are now more likely to run-on to build and use surplus