On 28 January 2025, HM Treasury announced plans to lift restrictions on how well-funded, occupational DB schemes that are “performing well” will be able to invest their surplus funds. A response to the DWP’s February 2024 consultation on DB options is due this spring.

In this Hot Topic:

  • Are there surpluses in DB schemes?
  • What options are on the table
  • Pre-Spring Statement 2025
  • Funding frameworks and surplus – innovation on the road ahead?
  • What next? Will we see legislative change on surplus?

Read our hot topic here.