Tuesday 9th December at 10:30am
You are cordially invited to attend our next online Coffee Morning….get your Flux capacitors out!
At this event, Richard Jones, Managing Director of Punter Southall Pension Solutions, will present insights from their latest research report:
Back to the Future – The Return of Defined Benefit Pension Surpluses.
This landmark report explores how DB scheme surpluses, once thought a relic of the past, have re-emerged as a major strategic issue for UK pensions. Richard will take us through what the unique data on the period 1987 – 2005 shows and what it means for trustees, sponsors, and members.
The meeting will be all the more pertinent as it will happen of a week of the announcement of Stagecoach’s transfer of sponsorship to Aberdeen and announcements on how the Stagecoach pension scheme surplus will be distributed.
Join us to learn:
- What history tells us about surplus use and the lessons for today
- How surpluses have evolved and why they’re back on the agenda
- The scale of surpluses in the past and the likely tax revenues from surplus in the future
- The government’s budget reforms on surplus and their implications for schemes
To register:
For paying members please click ATTENDING here.
For non-paying members please add to calendar and click here or on the link below on the day
Richard Jones is MD of Punter Southall Pension Solutions where he has worked since 2018 and has a BSc in Business Economics from the University of Salford.
We hope you can join.
Paste this URL into your calendar if you prefer
The report can be read here or downloaded here.
