Model DB Pension Surplus After the 2026 Act

Author:
Geoff Robinson
Level:
Intermediate to advanced
Study time:
15 minutes

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Course overview

This playlist examines how analysts model defined benefit pension surpluses following the 2026 Act. Learners explore the drivers of pension asset and liability changes, surplus calculations, regulatory impacts, valuation considerations, and the implications for corporate financial analysis, forecasting, and investment decision-making.

What's included?

1 video
Turn pension accounting complexity into actionable financial insight.
Insights from a #1 ranked data-driven analyst

Who should watch this playlist?

This playlist is designed for investment analysts, equity researchers, finance students, pension specialists, and valuation professionals seeking a practical understanding of pension accounting. It is particularly valuable for learners who evaluate company financial statements and need to assess the impact of pension surpluses on valuation models.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey

ABOUT Geoff

Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.

TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.

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