If you're a trustee of a DB scheme in surplus, you're probably being cautious about distribution. That's understandable - it's safer to wait, see what others do, avoid being first-movers. But here's the question: Are you being appropriately cautious because you have a robust framework telling you to wait? Or are you defaulting to inaction because you lack  a framework to make confident decisions? There's a crucial difference. Use this checklist to assess which camp you're in.

Helping a new entrant to gain insight, manage risk and drive marketability for a new product. Background   Boutique asset manager looking to launch a new alternatives investment product providing capital direct-to-consumer.  Transformational business model intending to disrupt an established industry.  Capital to be supplied by institutional investors, including UK pension funds in exchange for income and capital returns.   Early engagement occured ahead of the launch of the

How distributable is your scheme's current DB surplus? This interactive tool helps to illuminate this

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EXCLUSIVE - How much will DB schemes release in surplus? Our view differs from the UK Government- we explain here why.

EXCLUSIVE - How should DB scheme trustees and sponsors think about the trade offs between buyout and run-on endgames?

EXCLUSIVE - White paper introducing a dynamic and strategic Surplus Management Framework to help Trustees and Sponsor navigate the balance between asset distribution and member security.

A discussion of the trends, potential benefits and drawbacks of consolidation in UK pensions

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