Defined Benefit

Industry experts say guidance on surplus flexibilities must ‘strike the right balance’

Aon finds 76% of schemes intending to run on have not agreed how to share surplus

How operational pressures are reshaping trustee priorities

LCP says professional trustees are entering a ‘new phase’ of the DB market

IGG calls for safeguarding of member benefits and trustee independence

Buyout is no longer the automatic destination for UK defined benefit schemes. A new regulatory landscape is reshaping the strategic choices available to trustees and sponsors.

IGG research finds only one in ten DB schemes are targeting buyout ‘as soon as practical’

Long-term funding decisions mostly anticipated over the coming two years

PPF says funding ratio at highest level since July 2023, as liabilities drop faster than assets

Analysis of past contribution split can provide an objective basis for negotiations