DB run-on playbook: investing in a world of surpluses

How to invest for DB scheme run-on

This webinar will explore how to invest successfully for a DB scheme running-on. How does a new world of surpluses, and potential surplus-sharing, impact your investment strategy?

Hear from our investment experts, David Wrigley and Steve Hodder, and our Head of Pensions Strategy, Michelle Wright who will share our real-world experience of:

• Re-establishing the strategic purpose of your investments from a position of strength:
  • should you now increase target return? 
  • how should you think about risk? 
• Attractive assets to include in your portfolio, when many assets look expensive 
• Effective liability-hedging approaches for a new strategic objective
• Using less liquid investments confidently, to balance strategic flexibility with an efficient strategy
• Lessons from how insurers approach their investment strategies, and where pension schemes might have “an edge"?

Who should attend?

This webinar is aimed at anyone involved in managing DB pension schemes, including Professional and other Trustees and corporate sponsors. It is particularly aimed at Schemes implementing a run-on strategy, or considering their strategic options.

This is the second in a series of webinars covering the how and why of DB scheme run-on under the new rules and regulations governing those managing DB schemes.  The first webinar in the series is available on demand here: LCP reaction: DWP publish draft surplus release regulations.

Look out for further sessions covering governance, longevity hedging and other aspects of a successful run-on strategy.