30 June 2025
3 min
In the UK, a significant proportion of defined benefit assets are held by a small number of large schemes. These large schemes have unique needs and face different challenges compared to smaller schemes. As advisers to over half of the twenty largest schemes in the UK and one in five with assets above £1bn, we understand these different needs and want to share our insights through a series of case studies.
Our first case study explores how we helped a multi-billion pound scheme design and implement a surplus sharing framework agreement.
A key reflection is that it’s worth pausing, taking stock and re-visiting a scheme’s strategy, even if it’s progressed quite far down the route of preparing for buy-out.
Click the button below to download the full case study.
To discuss surplus sharing in more depth and to learn from our first-hand experience, please get in touch.
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