Engaging With Surplus: How Well-Funded Schemes Should Approach Their Endgame

Engaging With Surplus: How Well-Funded Schemes Should Approach Their Endgame

Tuesday, March 11, 2025 4:10 PM to 4:55 PM · 45 min. (Europe/London)
Sidlaw Auditorium
Engagement Stream
Buy In/Buy OutDBDB investment

Information

With the new DB funding code of practice now in effect and ongoing debate around guardrails for extracting surplus, how should well-funded schemes approach their endgame? Explore a new framework for surplus extraction, investment opportunities to aim to maximise surplus generation, and the potential benefit of retaining the flexibility to buyout should you want to, or need to, in the future.

Legal & GeneralLegal & General’s asset management division combines deep expertise in asset management and origination with global distribution capabilities to deliver positive outcomes for our clients, which include individual savers, pension scheme members and global institutions, investing alongside L&G’s own balance sheet. As a global investor, we are present where our clients need us – from Hong Kong and Singapore, to major European financial hubs, to Chicago – operating under the Legal & General and LGIM brands. We provide investment solutions across the full spectrum of asset classes, ranging from index-tracking and active funds to liquidity and liability-based risk management strategies. Through our private markets platform, we utilise our rich heritage and extensive network of partners to offer access to a wide range of purposeful alternative investment opportunities, including specialist real estate, clean energy, infrastructure, venture capital, unlisted equities and private credit. Our division is underpinned by our enduring commitment to responsible investment, dedicated to creating long-term, sustainable value for our clients and partners.

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