surplus extraction

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
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
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