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What next?  A look ahead at some of the pensions changes planned for 2017


As decorations are hung, turkeys are ordered and presents are wrapped and placed under Christmas trees across the country, we can start to reflect on the tumultuous year that was.  2016 has been an interesting year; some might say it was a bit of a shocker. We lost David Bowie, Muhammad Ali, Victoria Wood and countless other cultural icons in what seemed to be an almost daily occurrence. 

There have been a few political curve balls thrown this year; Britain is set to leave the EU under a new Prime Minister and Donald Trump is President Elect of the United States – both are events that occurred despite polls predicting the opposite.  This has caused a lot of uncertainty in the financial world and market volatility has been a key feature of the last 12 months. 

Theresa May is forging ahead with Brexit, with plans to trigger our 2 year exit period in March 2017, so it’s unlikely that 2017 will be much of a calming influence.  Whilst secondary annuity market plans have been scrapped, the Lifetime ISA is still planned for launch in April, despite concerns over its impact on auto enrolment, and many EU regulations such as GDPR will come into play regardless of our departure. 

Now is the time to congratulate yourself for surviving the roller coaster that was 2016. Pour a glass of egg nog, treat yourself to a mince pie and put your feet up as our Technical team take you through the main pension related events of 2017 and beyond.   

PENSIONS TIMELINE – To 2017… and Beyond!

Looking further ahead to 2018…


This note is to be used by Financial Advisers only. It is not intended for onward transmission to a private customer and should not be relied upon by any other person. Sanlam accepts no liability for any action taken or not taken by an individual or firm as a result of the contents of this material. The tax treatments and information contained in this document is based on current tax law and HMRC practice as at December 2016 and may be subject to change in the future. Whilst we have made every effort to ensure the accuracy of this material, we cannot accept responsibility for any consequence (financial or otherwise) arising from relying on it. This document is for information purposes only and should not be treated as advice and independent taxation advice should be always sought.
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