PerioDiC - April 2017

Published by Mark Futcher on

In this edition of our PerioDiC newsletter, we summarise the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.

Topics covered this time include:

  • Pensions Advice Allowance: accessing pension pots to pay for retirement advice
  • Equitable Life: With-profits fund
  • Transfers to QROPS: new charge on overseas transfers
  • Auto-enrolment: review and thresholds for the 2017/18 tax year
  • Pensions dashboard: prototype was due for launch March 2017
  • Reviews in 2017: DC charge cap and State Pension Age
  • Annual Allowance: reduction in the Money Purchase Annual Allowance
  • General news: Scottish taxpayers, Brexit, provider news and employee engagement