Welcome to our tax year end hub

We know how busy you are at tax year end, so we’ve created a resources hub to make your life a little bit easier

From guides on tax year end tasks to FAQs and our deadline dates, find everything you need to power up your advice and support your tax year planning and client conversations.

How would you like to help your client? 

Planning resources and FAQs

Tax year client toolkit

Our personalised material can help you talk to clients about how tax relief works, the benefits of making a single contribution and the impact of inflation.
Find out more

Tax year end key dates

Find out what the key dates and deadlines are for the 2021/22 tax year.

Key dates

Tax year end: common issues and FAQs

Gain CPD from our webinar, and listen to our podcast as we answer your common tax year questions.

Learn more

Start a quote

Find out how saving more or switching to Royal London could make a difference to your client’s pension savings.
Get a quote

Make a single contribution

Submit applications online without a signature

It’s quick and easy to submit single contribution applications for existing Pension Portfolio clients with our online form - simply log into online service to get started.

Use our online form to submit applications without a signature when there’s:

  • no change to investment choice
  • less than two years since the last single contribution
  • no change to adviser
  • no change to the adviser charge or no adviser charge applies.

Download a pre-filled form

If the application doesn’t meet the criteria above, we’ll need a signed form. It’s still really easy to submit the application, simply:

Complete a paper application form

If you prefer, you can complete a paper application form.

Hit the tax year deadline

If your client would like to make a single contribution in the current tax year, we must receive their completed application form by 6pm on Friday 1 April 2022.

Find out how saving more could make a difference to your client’s pension savings.
Get a quote

Approach material

Initiate a review and highlight the benefits of making a single contribution with our template approach wording:

 

Conversation starters

Demonstrate the tax benefits of saving into a pension and the difference making a single contribution could make to your client’s  pension savings:

 

Data and insight

For data and insight about clients who typically make a single contribution between 1 March and 5 April, speak to your usual Royal London contact.

Increase regular contributions

Submit the application online

You can submit applications online quickly and easily, simply:  


We can accept:

  • scanned copies of signed application forms
  • applications signed by the client using an electronic signature (e.g. DocuSign)
  • an unsigned copy of an application form where it hasn't been possible to get a wet signature from the client. This must be submitted along with an email from the client, confirming that they're happy to go ahead with the application.


To make it easier for you, we've created some standard wording that must be included in the confirmation email from your clients.

How to help your clients this tax year end

Find out how saving more could make a difference to your client’s pension savings.
Get a quote

Approach material 

Initiate a review and highlight the benefits of increasing regular contributions with our template approach wording:


Conversation starters

Demonstrate the difference adjusting regular contributions to keep pace with inflation could make to your client’s pension savings:

 

Data and insight

For data and insight about your clients who might benefit from increasing their regular contributions, speak to your usual Royal London contact.

Leaflets

Learn the latest on inflation and the benefits of your clients increasing their regular contributions:


Articles


Policy papers


Webinars


Can’t find what you’re looking for?

Visit the Technical Central area of our website for lots more articles and webinars on a range of pension topics to support your client conversations.

Switch to Royal London

Submit the application online

You can submit applications online quickly and easily, simply:  

  • Complete the relevant application form.


Switch to a new Pension Portfolio plan


Switch to an existing Pension Portfolio plan


We can accept:

  • scanned copies of signed application forms
  • applications signed by the client using an electronic signature (e.g. DocuSign)
  • an unsigned copy of an application form where it hasn't been possible to get a wet signature from the client. This must be
    submitted along with an email from the client, confirming that they're happy to go ahead with the application.


To make it easier for you, we've created some standard wording that must be included in the confirmation email from your clients.


How to help your clients this tax year end

Find out how switching to Royal London could make a difference to your client’s pension savings.
Get a quote

To find out more about Pension Portfolio and more reasons to switch to Royal London, visit the personal pensions area of our website.  

Approach material

Initiate a review and highlight the benefits of pension switching with our template approach wording:  


Conversation starters

Demonstrate the benefits of switching to Royal London:

Leaflets

Learn the latest on pension switching and reasons to switch to Royal London:


Webinars


Can’t find what you’re looking for?

Visit the Technical Central area of our website for lots more articles and webinars on a range of pension topics to support your client conversations.

Hit the ProfitShare deadline

While we can’t guarantee that we can award ProfitShare every year, if your clients make a single contribution or a transfer into their existing Royal London plan before 6pm on Wednesday 30 March 2022, we’ll include this in the calculations for our 2022 ProfitShare award. To qualify for an award in 2022, the plan must have been in force on or before 31 December 2021.

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.