Tag Archives: Surplus

Hywel Robinson – who owns the pension surplus? This morning at 10.30am.

  You can get to this meeting at 10.30 this morning by clicking here   Coffee Morning – Got a DB Surplus? ..Who owns it?? CPD included Type – Online Teams When – Tuesday 3rd March at 10:30 am You are … Continue reading

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Hywel Robinson – who owns the surplus- Pension PlayPen Coffee Mornings are back!

  Coffee Morning – Got a DB Surplus? ..Who owns it?? CPD included Type – Online Teams When – Tuesday 3rd March at 10:30 am You are cordially invited to attend our next Coffee Morning. Hywel Robinson, our speaker recently wrote … Continue reading

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The people are the company, they get the pension surplus , the company still benefits.

I read this tweet and for a moment thought that I was agreeing , but then I read a little further and decided I was not sure… Did you notice £2.3bn giveaway in Budget to small group of public sector … Continue reading

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The Lords and the Pension Schemes Bill – the game is on for pension surplus!

This comment was fed into my mail yesterday evening by someone who’d watched the debate in the House of Lords about the choices facing trustees and employers with defined benefit pension plans they are responsible for. Re the Lords and … Continue reading

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Back to the future; the return of the surplus; Stagecoach and Richard Jones

Richard Jones’ excellent explanation of the history of pension surplus kicked off a first rate discussion.  Have a look at the slides to get an idea of whether you want to devote up to an hour of the session. Richard … Continue reading

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The idea that members will get pension pay increased from Stagecoach’s surplus “interesting”.

I am amazed that people like Sammy at Rothesay see deals that do ordinary people good as bad news to me! I am aware that many people are fed up that they did not do the deal for Stagecoach but … Continue reading

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Back to the future! The return of DB Surpluses with Richard Jones

 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 … Continue reading

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Will HSBC pensioners get unjust deserts?

I came across this post on Linked in. It’s from Andy Ripley, head of retail sales at HSBC for 10 years. It feels from the heart. I have not verified the numbers myself but there is an underlying concern here.from … Continue reading

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We shouldn’t have deficits , we shouldn’t have surpluses – we won’t with CDC!

The headline run by the FT out of the maligned OBR’s report on pension is that only £2.2bn of the £160bn surplus capital in UK DB pensions is going to be drawn down by companies from the occupational pensions they … Continue reading

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Penson Surpluses can now be “tapped” for staff’s best interests

From April 2027, well-funded defined benefit pension schemes will be permitted to pay surplus funds directly to scheme members over the normal minimum pension age where permitted by the scheme rules. This is a welcome measure that has been called … Continue reading

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