Quarterly briefing – December 2016
Contents
The Sackers Quarterly Briefing Q4 2016 (PDF, 2 MB) highlights significant developments in pensions, covering key areas such as pensions reform, regulatory developments, new legislation and cases.
The 2017 agenda
Retirement savings reforms
- Lifetime ISAs
- Master Trusts
- Tax changes formalised
- Sustainability of DB schemes
- End of the road for secondary annuities
Advice and guidance for retirement savers
- Guidance delivery
- Simplifying the advice requirement
Regulatory
- Financial Conduct Authority
- HM Revenue & Customs
- Institute of Chartered Secretaries and Administrators
- Pension Protection Fund
- The Pensions Advisory Service
- The Pensions Regulator
Cases
- Court of Appeal
- TPR Determinations Panel