Pension scheme surplus in focus: what trustees and sponsors need to know

Many schemes are now in surplus in the UK and legislation to make it easier to release surplus from ongoing schemes is expected in 2027. It is therefore important that trustees and corporates understand what the parameters are on use of surplus.

In this two-part series, the Linklaters and Law Debenture teams explore issues around trustee duties on release of surplus and whether trustees have a positive duty to negotiate for better benefits for their members, before sharing our experience on how these discussions have played out in practice.

Episode 1: Understanding surplus: legal parameters and trustee duties

Speakers: Phil Goss and Alasdair Smith  -  Linklaters 
Daniel Barlow and Sally Minchella  -  Law Debenture

Episode 2: Surplus in practice: negotiations, benefits and case studies

Speakers: Phil Goss and Alasdair Smith -  Linklaters 
Daniel Barlow and Sally Minchella -  Law Debenture

If you would like to discuss any of the issues raised in the podcast, or how they might apply to your scheme, please get in touch with the speakers listed below.