Pensions Coffee Break webinar: New rules on the release of surplus from ongoing DB schemes

From 6 April 2027, new flexibilities under the Pension Schemes Act 2026 will change how DB pension schemes can use surplus, opening up new possibilities for payments to employers while schemes are still running on.

For employers and trustees, this could prompt important discussions around surplus release and potentially affect longer-term endgame planning. In our next Pensions Coffee Break webinar, we’ll look at what the changes could mean in practice and the steps schemes may want to consider.

Why attend?

We’ll begin with a brief recap of the current rules governing the release of surplus before looking at:

• the surplus-related changes in the Pension Schemes Act 2026;
• the draft regulations setting out conditions for surplus release;
• the Pensions Regulator’s initial statement and guidance expected to follow;
• relevant tax changes; and
• potential actions for scheme employers and trustees.

The webinar will last 30 minutes, including time for questions.