End of tax year - new business checklist and submission deadlines

10 January 2019

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Here's a reminder of our submission deadlines and the information we need if your client wants to make a single contribution before the tax year ends.
Your checklistWhere and when to send it

Application form and supporting documents:

I’ve completed the application form fully and enclosed any supporting documents

Please send the completed application form and supporting documents to:

Royal London
PO Box 296
Wilmslow
Cheshire
SK9 1WJ

Alternatively, you can scan and email the form and supporting documents to your usual Royal London case manager.

We must receive this by 6pm on Friday 5 April 2019.

 

BACS payments:

I’ve quoted my client’s plan number and surname
This must be cleared in our account by 6pm on Friday 5 April 2019.
Cheques:

 I’ve written my client’s name, date of birth and plan number on the back of the cheque
Please send the cheque to:

Royal London
PO Box 296
Wilmslow
Cheshire
SK9 1WJ

We must receive this by 6pm on Friday 5 April 2019.

Submit single contributions online

To save you time, try our online solution or our short simple application form, designed to help you submit single contribution applications more efficiently.

Both the online solution and simplified form can be used for existing Pension Portfolio clients who want to make a single contribution and whose investment choice isn't changing.

They're simple and intuitive to use and much shorter than our additional contribution form. You can also complete applications online without a signature, when it meets certain criteria.

Single contributions and ProfitShare

As a mutual, we believe that our members should share in our success – so when we do well, we’ll aim to boost their retirement savings. We call this ProfitShare

While we can’t guarantee that we can award ProfitShare every year, clients with existing Royal London plans that qualify for ProfitShare, might want to boost their ProfitShare award in April 2019 by making a single contribution. We must receive this form by 6pm on Friday 29 March 2019

Last updated: 18 Jan 2019

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.