Tapered Annual Allowance and Reduced Lifetime Allowance Survey

We are conducting this survey to gain insight into your experience of the Tapered Annual Allowance and Reduced Lifetime Allowance.

Please take two minutes to complete the form below.

Name

Company

Please select the type of client company *

Please tell us which pension arrangements the company currently operates *

What percentage of staff do you believe will be affected by the £10k tapered annual allowance? (If unsure, please provide your best estimate) *

DB: what options do the company offer staff who are affected by the tapered annual allowance? *

DC: what options do the company offer staff who are affected by the tapered annual allowance? *

Are you considering changes to options you offer staff who are affected by the tapered annual allowance? *

What arrangement is life cover provided through for individuals who have opted out of a pension scheme? *

Has the Employer / Scheme investigated the change in Lifetime Allowance *

What proportion of members were affected *

How was the information relayed to members? *

What was offered to those affected? *

Any other comments

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