Quarterly briefing – December 2016


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


  • Financial Conduct Authority
  • HM Revenue & Customs
  • Institute of Chartered Secretaries and Administrators
  • Pension Protection Fund
  • The Pensions Advisory Service
  • The Pensions Regulator


  • Court of Appeal
  • TPR Determinations Panel