We are delighted to announce that our Run-on Forum is back for a second year, building on the success of the inaugural industry-first run-on event in October 2024.
Over the last 18 months there has been increasing interest from pension schemes considering running on beyond the point at which they can afford to insure, both for the long-term or, in some cases, a short tactical period. Interest is also intensifying following the Government’s recent announcement that it will legislate to make it easier for trustee to pay out surplus to employers.
We will address this hot topic of surplus release on an ongoing basis – understanding the implications of the different variables and stakeholders. Our experts will take you through thought provoking discussion, case studies and original analysis, all designed to answer the key questions: How much surplus is it safe to pay out? What does this option mean for our schemes’ short and long-term strategies? And how can you get all stakeholders to agree?
We will also focus on short-term run-on, giving a comprehensive insights for those managing a 3-10 year run-on strategy, especially how to optimise investment strategies which limit value erosion, generate value and retain downside protection.
Once the forum has concluded, we will be hosting an informal drinks reception, finishing at 18:45, providing an opportunity for you to network with your peers in similar circumstances to you.
For those of you who would like to continue the discussion, we will be delighted for you to join our Chatham House fine-dining dinner, concluding at 9pm (though please note spaces for dinner are limited).
This forum is suitable for both pension scheme trustees and corporate sponsors, as well as those, with an interest in pension scheme strategy. Attendance throughout is free and we look forward to welcoming you. To secure your place please register your interest here.
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