Tax year end: key dates and useful information
All you need to know to help you and your clients plan ahead before the tax year ends.
Personal pensions team
The table below sets out the different submission options when you want to make a single contribution, increase regular contributions, or make a transfer payment on behalf of an individual pensions client.
| Submission option | When and where to send it | Payment option |
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Securely upload forms via our submission portal
Visit the make a single contribution, increase regular contributions or switch to Royal London page for more information. |
We must receive this by 6pm on Thursday 2nd April 2026.
New Business team
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Bank transfers
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Apply instantly via our online service
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We must receive this by 6pm on Thursday 2nd April 2026. |
Bank transfers
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Income Release Servicing team
The table below sets out the different submission options when your client wants to withdraw money from their plan.
| Submission option | Where and when to send it |
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Securely upload forms via our submission portal
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We must receive this by 6pm on Monday 23rd April 2026. Alternatively, you can send the completed application form and supporting documents to:
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Taxable income payment requests by online form:
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To guarantee payment in the 2025/26 tax year, we must receive your request by 6pm on Monday 23rd April 2026. Please note that any requests received after this date may not be paid in the 2025/26 tax year. |
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Taxable income payment requests by post: I've confirmed that I’ve provided financial advice to my client. |
To guarantee payment in the 2025/26 tax year, we must receive your request by 6pm on Monday 23rd April 2026. Please note that any requests received after this date may not be paid in the current tax year. Please also be aware of postal timescales when sending requests in. |
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Taxable income payment requests by phone: I've confirmed that I’ve provided financial advice to my client.
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Please contact our customer service team on 0345 850 8953. To guarantee payment in the 2025/26 tax year, we must receive your request by 6pm on Monday 23rd April 2026. Please note that any requests received after this date may not be paid in the 2025/26 tax year. |
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Taxable income payment on a new Pension Portfolio with Income Release plan: I've confirmed that I've provided financial advice to my client. |
If your client's taking out a new Pension Portfolio with Income Release plan and they'd like to take a taxable income payment straight away, please send the completed application form and supporting documents to: New Business team We must receive the transfer payment(s) from the ceding scheme(s) by 6pm on Monday 23rd April 2026. Please note that if we receive the transfer payment(s) after this date, the income payment may not be paid in the 2025/26 tax year. |
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Taxable income payment after switching on the Income Release facility: I've confirmed that I've provided financial advice to my client. To guarantee your client will receive regular income from their pension before the end of the tax year, it is important that the request is made at least 8 working days before they wish to be paid. For example: For clients who desire to receive their pension income by the 4th of each month, the request must be received by us by 6pm on the 25th of the preceding month. For instance, if a client wishes to receive income by the 4th of April, the request must be submitted by 6pm on the 25th of March. These timelines apply both at the end of the tax year and at all other times to ensure consistent and timely payment of pension income. |
If your client's switching on the Income Release facility and they'd like to take a taxable income payment straight away, please send the completed application form and supporting documents to: New Business team We must receive this by 6pm on Monday 23rd April 2026. Please note that any requests received after this date may not be paid in the 2025/26 tax year. |
Workplace pensions team
The table below sets out the different submission options when you're making a single contribution on behalf of an existing workplace customer.
| Submission option | When and where to send it | Payment option |
|---|---|---|
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Securely upload forms via our submission portal Checklist |
We must receive this by 6pm on Thursday 2nd April 2026. Alternatively, you can send the completed application form and supporting documents to: Group Pensions We must receive this by 6pm on Thursday 2nd April 2026. Please be aware of postal timescales when sending documents in. Please send any cheques to: Group Pensions We must receive this by 6pm on Thursday 2nd April 2026. Please be aware of postal timescales when sending cheques in. |
Bank transfers Account holder name: Royal London This must be cleared in our account by 6pm on Thursday 2nd April 2026. Please make sure you’ve quoted your client’s plan number and surname. Cheques |