Webinars

On-demand

Using your DB surplus to fund DC

26 Jun 2024 : 10:30-11:30

Overview

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.

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.

Speakers

Hannah English

by Hannah English
Head of DC Corporate Consulting

Steven Edwards

by Steven Edwards
Head of Business Development, Standard Life

Catrin Young

by Catrin Young
Senior Professional Support Lawyer, Slaughter and May

Clare Routledge

by Clare Routledge
Client Director, Vidett