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Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.

UK Pension Fund Investment Forum

Past meetings

Schemes Back to Surplus Again! – What should Trustees, Schemes & Employers Do Now?

Date:

30 November 2023 12:00 to 00:00

Venue:

Barber-Surgeons’ Hall, Monkwell Square, Wood St, Barbican, London EC2Y 5BL

View in Google Maps

Chairperson:

Hugh Smart, Independent Investment Adviser and Trustee and former CIO of British Steel Pension Fund

Details:

  • Can sponsors get access to this surplus? What legal issues arise?
  • How can members and sponsors share this over-funding?
  • Discretionary increases? How feasible are these? What impact would this have on any plans for buy-ins?
  • Long term vs short term inflation – Is it really a surplus?
  • Surplus to fund DC contributions?
  • What are the implications on markets especially gilt and credit if surpluses do get used to move for buy-out and buy-in solutions?

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