Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Webinar: Surplus extraction
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.
While we wait for further legislation and guidance to implement these proposals, trustees can start to plan now, to prepare to ‘invest like an insurer’ to preserve their low-dependency funding level and seek to grow a surplus, while retaining flexibility to pivot to insurance if you choose to in the future.
Please watch our latest webinar where our industry experts discuss:-
- Learnings from the insurance industry in constructing low dependency portfolios
- Integrating surplus considerations into investment strategy
- The role of private markets in endgame planning
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