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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.

Two years on from the Mansion House Compact, how has the UK defined contribution investment landscape changed – and what impact will a new agreement and pension scheme legislation have in driving the government’s objectives?

The need to manage investment risks in retirement is more acute now than ever before. Recent stock market volatility and upside inflation risks from tariffs are once again focusing minds on the phenomenon known as sequencing risk.

Part 1: Structure, diversity and scalability

With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalising on attractive, high-quality yields.

Many of the world's leading companies have a climate target, but only 5% have a biodiversity target.

2025 Market Insights