There has been much commentary around the new developments relating to the release of surplus by DB Schemes, so we are delighted to have worked with colleagues at Slaughter and May on two succinct papers exploring factors for trustees and employers to consider around surplus release under the proposed new framework.
Surplus release won’t be for everyone, but a number of schemes are considering it seriously as in the right circumstances it could be very beneficial. Our first paper – of two – is entitled Ongoing Surplusses – Could I? November 2026 and looks at the factors trustees and employers should consider when determining the feasibility of surplus release. A second paper entitled Should I? will follow next week.
We’d be very happy to discuss the options if helpful so please contact Paul Brice.
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