New Funding and Investment Strategy Companion

New Funding and Investment Strategy Companion

31 Mar 2025

The funding and investment strategy regulations are the dawning of a new era for DB pension schemes and introduce the biggest changes for a generation. 

The Pensions Regulator has long been stressing its expectation for all schemes to set a long-term objective, but the new funding regulations go a step further, making it a legal requirement for DB pension scheme triennial valuations on or after 22 September 2024.

Our six-part ‘FIS Companion’ series will help trustee boards and employers approach their first valuation under the new funding regime in a logical, practical order and highlight the key considerations and actions required every step of the way.

Part 1, ‘Setting a long-term strategy’, outlines the regulatory requirements and associated guidance from TPR’s code of practice that you should be aware of in agreeing your long-term funding and investment strategy. Potential pitfalls and a handy checklist of preparatory and initial steps are included to help you get ready for the new requirements.

Read our XPS Funding and Investment Strategy Companion here: