S8 Ep. 6

Investment Uncut: The Quick Take on investing in a world of surpluses with Steve Hodder and David Wrigley

Investment Pensions & benefits Policy & regulation Strategic journey planning DB surplus reform

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In this Quick Take episode, Letty talks to LCP Partners Steve Hodder and David Wrigley, to discuss how schemes in surplus can rethink their strategy, shifting from deficit management to deciding how best to use surplus. It will consider where trustee and sponsor priorities may differ, what this means for practical investment decisions, and how schemes can remain flexible if circumstances change or run-on becomes less attractive.