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This update provides the latest estimated funding position, on a section 179 (s179) basis, for the defined benefit pension schemes potentially eligible for entry to the Pension Protection Fund (PPF). |
A scheme’s s179 liabilities represent, broadly speaking, the premium that would have to be paid to an insurance company to take on the payment of PPF levels of compensation. This compensation may be lower than full scheme benefits.
Highlights
• The aggregate surplus of the 5,318 schemes in the PPF 7800 Index is estimated to have increased over the month to £53.7 billion at the end of April 2021, from a surplus of £34.2 billion at the end of March 2021.
• The funding ratio increased from 102.0 per cent at the end of March 2021 to 103.1 per cent. • Total assets were £1,784.3 billion and total liabilities were £1,730.6 billion. • There were 2,622 schemes in deficit and 2,696 schemes in surplus. • The deficit of the schemes in deficit at the end of April 2021 was £135.8 billion, down from £144.3 billion at the end of March 2021. Lisa McCrory, PPF’s Chief Finance Officer and Chief Actuary, said: “The funding position of our PPF 7800 Index has seen a small improvement in April, with the surplus of the 5,318 schemes increasing by nearly £20 billion. This is primarily due to an increase in the value of equities. For only the second time in the Index’s fifteen year history there are now more schemes in surplus than in deficit. “The 7800 Index will be updated next month to take account of the recently released A10 s179 assumptions, which is anticipated to improve the funding position further. Despite these positive signs of recovery, we remain cautious in this challenging environment.” |
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