surplus extraction

Managing surplus becoming 'increasingly important' strategic priority

Defined Benefit

Managing surplus becoming 'increasingly important' strategic priority

LCP says surplus sharing is rising up agendas, but most schemes still face endgame barriers

clock 17 July 2026 • 2 min read
Increased DB funding levels driving more complex endgame decisions

Defined Benefit

Increased DB funding levels driving more complex endgame decisions

Hymans paper says DB schemes have entered a ‘fundamental’ new phase

clock 10 July 2026 • 3 min read
PPF: Beating benchmarks, AI caution and understanding surplus extraction

Industry

PPF: Beating benchmarks, AI caution and understanding surplus extraction

Acting CEO Richard Beaven says the lifeboat fund ‘beat our benchmarks once again’

clock 10 July 2026 • 5 min read
TPR publishes statement on DB surplus release

Industry

TPR publishes statement on DB surplus release

Regulator says trustee independence on decision to release surplus is ‘unaffected’

clock 11 June 2026 • 5 min read
Industry praises consultation on DB surplus release

Law and Regulation

Industry praises consultation on DB surplus release

Sector welcomes the additional clarity but warns ‘the devil will be in the detail’

clock 10 June 2026 • 10 min read
Amount of extractable DB surplus likely to be below expectations, PPI says

Defined Benefit

Amount of extractable DB surplus likely to be below expectations, PPI says

Institute’s report says scale of surplus accessible remains ‘uncertain’

clock 27 May 2026 • 4 min read
Majority of DB schemes considering surplus extraction, L&G finds

Defined Benefit

Majority of DB schemes considering surplus extraction, L&G finds

Firm said ‘thorough preparation’ is key for schemes intending to complete a PRT deal

clock 31 March 2026 • 3 min read
'Startlingly low' Budget forecasts on surplus release show need to 'think bigger'

Investment

'Startlingly low' Budget forecasts on surplus release show need to 'think bigger'

Insight Investment says DB surplus release policy could achieve ‘much more’

clock 27 November 2025 • 1 min read
Budget 25: Government to allow DB schemes to pay surplus funds directly to members

Law and Regulation

Budget 25: Government to allow DB schemes to pay surplus funds directly to members

Measure will make it easier for trustees and employers to agree surplus extraction

clock 27 November 2025 • 3 min read
Will there be further change in the taxation of DB surplus payments in the Budget?

Law and Regulation

Will there be further change in the taxation of DB surplus payments in the Budget?

Louise Pettit and Richard Knight ask if changes will allow for one-off payments to members

clock 25 November 2025 • 3 min read
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