Retirement Savings – Measuring Threats, Hurdles & Opportunities

With George Osborne having shelved changes to pensions tax relief in his Spring Budget while announcing the new Lifetime Isa (Lisa), our expert panel considered the future of retirement saving. Is the Lisa a Pensions ISA by the backdoor that heralds the future scrapping of higher-rate tax relief on pensions? Will the Lisa undermine the success of auto-enrolment in the workplace, or is it a welcome additional solution for closing the savings gap? We debated the marketing and business opportunities for providers and the industry in the ever-changing retirement saving landscape.
Andrew Cheseldine of Lane Clark & Peacock shares his presentation slides from The Forum’s “Pensions Tax Relief – Where Now” event.