Valuations in 2023 will be set against a backdrop of high inflation, high interest rates and slow economic growth – all of which may affect pension scheme funding and employer covenant. Longevity uncertainty and changing regulation throw up other challenges, giving you plenty to think about.

Now more than ever trustees need long-term journey plans that align funding, covenant and investment decisions with activities such as data cleansing, and insurance strategies. Your triennial valuation remains one of your most important risk management exercises. It is an opportunity to reassess if funding and investment plans are appropriate, and make sure effective monitoring and contingency mechanisms are in place.

Our specialists have put together this helpful route map to help you get the most from your 2023 valuation.

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Download our publication to find out more! If you have any questions, please get in touch.