26 June 2024
The recent rise in DB funding levels has led to considerable surpluses for some pension schemes. As a result, some employers are exploring whether they can use these surplus assets to fund DC schemes.
In this webinar, we explored the concept of using DB surplus to fund or enhance DC. We looked at some of the practical considerations and solutions that should be understood as part of your strategy planning.
Key topics:
The legal considerations when transferring surplus from a DB scheme to a DC scheme.
The importance of engaging with trustees.
The practical aspects of implementing such a strategy, and innovative solutions that have been developed.
This webinar is most relevant to those in finance, and reward and benefit roles.
If you have any questions, please don't hesitate to get in touch.
NOT ADVICE. The information made available in this webinar is for general information purposes only. It is not to be relied on for taking (or not taking) any action or decision. It is not a substitute for professional advice (including for legal, investment or tax advice) on specific circumstances. Your Hymans Robertson LLP consultant will be pleased to discuss any issue in greater detail.
Head of DC Corporate Consulting
Head of Business Development, Standard Life
Senior Professional Support Lawyer, Slaughter and May
Client Director, Vidett
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