Video

Valuing DB Pension Scheme Liabilities

Senior Portfolio Manager, Bob Campion sits down with Erica Whyte to discuss valuing DB pension scheme liabilities.

| 4 min watch


When it comes to technical provisions, accounting, solvency and pension protection funds, it's extremely confusing having so many ways of valuing a DB's pension scheme's liabilities.

So it's no wonder that three-quarters of trustees have not yet added the latest version of the long-term funding target to their list.

In this video, Charles Stanley Fiduciary Management's Senior Portfolio Manager, Bob Campion sits down with Erica Whyte to explain how DB pensions scheme’s liabilities are valued, why there are different methods for valuing DB pensions scheme’s liabilities, and why trustees should adopt a long-term funding objective.

“We’ve been encouraging all our clients to adopt a Long-Term Funding basis – at least informally for almost 10 years now. It’s quite simply the most sensible and logical way of assessing a pension scheme’s condition and planning for the future.

“So while there’s no need to adopt one formally yet, we believe it’s in the best interests of most schemes to have a Long-Term Funding basis in place and to be monitoring their position regularly.”

We’ve been encouraging all our clients to adopt a Long-Term Funding basis – at least informally for almost 10 years now.

Bob Campion

Recently our Fiduciary Management team commissioned a research survey of defined benefit trustees to understand trustees' needs, concerns and views on an industry that's rapidly changing shape. Download your free copy of the Mind the [knowledge] gap report.

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Valuing DB Pension Scheme Liabilities

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