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

By registering for this webinar, you consent to submit your personal information to the webinar organisers and speakers from MBWL, who will use it to communicate with you regarding this event and their other services. For details about how we process your personal information please refer to our privacy policy.