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The path to take (strategy triggers)

Mature schemes should consider a progressive de-risking of their investment strategy over time, to move towards an asset and funding strategy where investment risk can be minimised. For example, this may be planned to coincide with when the last group of non-pensioner members retire.

With such asset allocation and funding targets, funding triggers can be put in place to ‘bank’ any material improvement in the scheme’s funding position ahead of the plan.

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