HL PensionsPod | Episode 25 | Return of surplus
Update: 2025-09-04
Description
In this episode of HL PensionsPod, Partners Katie Banks and Edward Brown explore the new rules surrounding the return of surplus funds. The delve into the existing legislation, the proposed changes and the implication for trustees, who will take on an important role as gatekeepers. The discussion also provides practical insights on how trustees can effectively navigate these upcoming changes.
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