About

With new rules coming in at the end of 2026 trustees feel the burden of the decision to extract any surplus as well as how that surplus should be distributed if the decision is made.

Though decisions on surplus will have to be in line with trustee duties and take into account wider considerations including members and the strength of the covenant, this is a new responsibility for trustees.

This meeting will allow for a sharing of experiences around the decision-making process and discussion of live examples.