Funding and benefit actions for trustees during the current market conditions - Checklist
Funding and benefit actions for trustees during the current market conditions - Checklist
03 Oct 2022
The recent gilt market movements are likely to have had a material impact on both your scheme’s funding position and asset allocation. This is on top of the large movements we have already seen so far in 2022.
These changes are driving a number of actions on managing investments, including looking at asset allocation, hedging and liquidity. The funding level impact, which may vary across the different measures of liabilities, has created opportunities to reassess the current position and manage pension costs and risks. It will also have impacted on the value of member options meaning they no longer offer fair value.