PerioDiC - April 2017

Published by Mark Futcher on

Our expert

  • Mark Futcher

    Mark Futcher

    Partner and Head of DC

  • 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