SPP Event Practicalities around Surplus Distribution

SPP Event Practicalities around Surplus Distribution

Speakers:

• Tristan Walker-Buckton, Co-Head of Origination, PIC
• James Saddler, Partner, Doyle Clayton
• Patrick Lloyd, Senior Associate, Risk Settlement, XPS Group
• Amanda Banister, Senior Professional Trustee, Dalriada Trustees
• Colin Parnell, Director of De-Risking & Special Projects, Capita Pension Solutions (Chair)

Join us to explore surplus distribution in the context of the DB wind-up process, including:

• Decision-making for the Trustees and Sponsor
• Different forms of benefit improvement that can be considered
• Interaction with the wider data work needed following a transaction
• Insurer requirements and impact on process
• Member communications and the role of TPR