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?