endgame

Schemes of all sizes will be able to assess options including run on and surplus release

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.

The extent to which schemes are looking to stay invested for longer

The webinar will look at ascertaining your schemes most appropriate endgame journey

Assessing the choices trustees have in areas such as governance, endgame and investment

LCP urges stakeholders to ‘grasp the nettle’ to avoid ‘sleepwalking’ into endgame strategy