surplus extraction

'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
Run-on, run-off or something else?

Defined Benefit

Run-on, run-off or something else?

Could Pension Schemes Bill surplus flexibilities allow more schemes to run-on?

clock 05 November 2025 • 19 min read
No clear consensus among DB trustees over benefit of surplus reforms

Defined Benefit

No clear consensus among DB trustees over benefit of surplus reforms

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

clock 04 November 2025 • 2 min read
DB surplus reforms put schemes and savers 'at risk'

Defined Benefit

DB surplus reforms put schemes and savers 'at risk'

Pension Security Alliance warned surplus extraction ‘adds indirect cost to members’

clock 09 June 2025 • 1 min read
Pensions campaign group warns against government's DB surplus proposals

Defined Benefit

Pensions campaign group warns against government's DB surplus proposals

Pension Security Alliance says DB extraction proposals ‘not in the interests’ of ten million DB members

clock 30 May 2025 • 5 min read
Majority of industry expects 'material' surplus from DB schemes, says SPP

Defined Benefit

Majority of industry expects 'material' surplus from DB schemes, says SPP

SPP survey finds 77% say they expect DB schemes to have a surplus of 5% or more

clock 28 May 2025 • 2 min read
Re-evaluating run-on

Defined Benefit

Re-evaluating run-on

What strategic run-on could mean for schemes and investment strategy going forward

clock 27 May 2025 • 19 min read
Investing for surplus extraction and run-on

Defined Benefit

Investing for surplus extraction and run-on

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

clock 22 May 2025 • 14 min read
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