Insights

Social Surplus

25 May 2023

In this month’s publication of Editions, we consider the concept of Social Surplus. As many schemes see buoyant balance sheets, it is sensible to have meaningful debate on the use of the capital over and above what is required to meet members’ expectations. This may well lead to a rethink of the traditional management of pension scheme risk and return by considering wider social considerations. Collaboration between employers and trustees is essential to creating benefits that could be far ranging for scheme members, employees, and wider society.

To download the full report, click here.

 

Key Contact

Vikram Chatrath

Trustee Director | Head of Funding Solutions & Analytics

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