Tax year end key dates and deadlines 2025/2026

For plans set up before 2 December 2024:

Securely upload application forms and supporting documents using our personal pensions submission portal.

Or send completed forms to:

New Business team
Royal London House
Alderley Park
Congleton Road
Nether Alderley
Macclesfield
SK10 4EL

For plans set up after 2 December 2024, or new applications:
Instantly apply via our online service.

Log in

Bank transfers

If you’d like to make a bank transfer, please check when the plan started for the right bank details. Please include the client’s plan number and surname as the reference.

For plans set up before 2 December 2024:

Account name: Royal London
Sort code: 01-10-01
Account number: 63580586

For plans set up after 2 December 2024:

Account name: Royal London
Sort code: 01-10-01
Account no: 72432039

Cheques

Please make sure your client’s name, date of birth and plan number is written on the back of the cheque.

To guarantee payment in the 2025/2026 tax year, we must receive your request by 6pm on Monday 23 March 2026.

How to request an income payment:

• Online form
  For clients who have previously taken an income payment, you can request one-off taxable payments or make changes to existing Income Release plans using our online forms.                 
• Upload documents
  Use our personal pensions submission portal to upload and securely submit application forms and any supporting documents.
• Post
  Income Release Servicing team
  Alderley Park
  Congleton Road
  Nether Alderley
  Macclesfield
  SK10 4EL

Please also be aware of postal delivery times.

• Phone
  Call our customer service team on 0345 850 8953.

If your client wants to take a taxable income payment immediately after setting up a new Pension Portfolio with Income Release plan, or if your client's switching on the Income Release facility, we must receive your request by 6pm on Monday 23 March 2026. If we receive the payment(s) after this date, the income payment may not be paid in the 2025/2026 tax year.

To guarantee regular income before tax year end, please submit the request at least 8 working days before the first payment date.

How to request an income payment:

• Upload documents
  Use our personal pensions submission portal to upload and securely submit application forms and any supporting documents.
• Post
  Income Release Servicing team
  Alderley Park
  Congleton Road
  Nether Alderley
  Macclesfield
  SK10 4EL

Please also be aware of postal delivery times.

• Phone
  Call our customer service team on 0345 850 8953.

You can make a single contribution, increase regular contributions or transfer an ISA to Royal London quickly and easily online.

Log in

Bank transfers

If you’d like to make a bank transfer, please include the client’s plan number and surname as the reference.

Account name: Royal London
Sort code: 01-10-01
Account no: 72432039

Cheques

Please make sure your client’s name, date of birth and plan number is written on the back of the cheque.

Securely upload application forms and supporting documents using our workplace pension submission portal.

Or send completed forms to:

Group Pensions
Royal London House
Alderley Park
Congleton Road
Nether Alderley
Macclesfield
SK10 4EL

Bank transfers

If you’d like to make a bank transfer, please include the customer's plan number and surname as the reference.

Account name: Royal London
Sort code: 01-10-01
Account number: 63580586

Cheques

Please make sure the customer's name, date of birth and plan number is written on the back of the cheque.