Skip to main content
Choose your location
Select the location and the language that you prefer

main content, press tab to continue

Annual Allowance and Lifetime Allowance survey 2022

Author

Helen Perrin and
Robert Callard
October 19, 2022

It has been sixteen years since the Annual Allowance (AA) and Lifetime Allowance (LTA) were first introduced and four years since WTW's last survey on this topic.

In the last few years, we have seen some tweaks to the Annual Allowance and Lifetime Allowance legislation, as well as increased pension governance and a focus from employers on the greater financial wellbeing of their employees.

Our 2022 AA and LTA survey shows how employers have adjusted the support provided to employees to reflect these legislative changes and emerging trends.

About the survey

This survey was conducted in September 2022 and includes 156 responses from our consultants on behalf of WTW clients (117 for Defined Contribution pension arrangements and 39 for Defined Benefit pension arrangements). The organisations included in the survey are from a variety of industries.

Download our survey report by completing the form on the right (or below if accessing this page on a mobile device).

Contacts

Helen Perrin

Helen Perrin

Head of Financial Planning

Helen Perrin heads up WTW’s UK Financial Planning Group. Helen and her team work with our Corporate and Trustee clients to design inclusive Financial Wellbeing programmes to address the diverse needs of employees and pension scheme members at different life stages and with differing levels of financial resources. Helen packages together group-based education and online tools and resources with targeted individual guidance and regulated financial advice services.

Helen is a Chartered Financial Planner and a Chartered Tax Adviser.
Robert Callard

Robert Callard

Director, Financial Planning, UK

Complete the form to download our survey report.

Survey Report

WTW Defined Contribution and Savings Survey 2022