Independent. Global. Experts.
We offer innovative, strategic retirement and benefits consulting for multinationals of all sizes, everywhere they do business.
WHY MBWL
What’s on our mind
Ready for an expert opinion? We are flexible, collaborative and unafraid to share what we think.
What we offer
Around the globe, our experts tailor our solutions to the precise needs of multinational professionals in finance, M&A and HR.
Ready to talk?
CONTACT USEvents
Our experts can be found at events around the world and online doing what they do best: sharing, gathering and refining the insights that make them the best at what they do.
Global DB Pension Surpluses
Join our experts for a discussion on the options and considerations for companies with defined benefit (DB) pension plan surpluses in the UK, US, Canada and Ireland.
Due to favourable market conditions, a growing number of funded DB pension plans around the world are reporting healthy surpluses. This positive trend is opening up new strategic opportunities for multinationals, and we expect DB pension surpluses to become a key area of focus over the next 12 to 18 months.
This session will help you understand the key considerations and options for corporates with DB pension surpluses in each country, including:
- The company’s ability to access DB pension surpluses and how this differs on an ongoing vs wind-up basis
- Typical market practice and / or regulatory requirements in using these funds e.g. via employer refunds or enhancing member benefits
- Tax rates that may apply on the return of surplus
Speakers
- Isabel Coles – Head of International Consulting, MBWL International
- Richard Gibson – Head of Alternative Risk Transfer, Barnett Waddingham
- Sarah Murray – Principal & Consulting Actuary, Milliman
- Louis-Bernard Désilets – Partner, Pension, Normandin Beaudry
- Ronan Keane – Consulting Actuary, Byrne Actuaries