Tax year end key dates and information

We’ve pulled together the key dates and information you need to know 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

To make it easier to get your client’s application form to us, you can use our personal pension online form. Here you can upload and securely submit an application form to our servicing team. You can also upload any supporting documents. 

Alternatively, you can send the completed application form and supporting documents to:

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

We must receive this by 6pm on Thursday 1 April 2021.

Bank transfers:

I've quoted my client's plan number and surname

We recommend your client makes the single contribution by bank transfer, using the following bank details:

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

This must be cleared in our account by Thursday 1 April 2021.  

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:

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

We must receive this by Thursday 1 April 2021.  

Your checklistWhere and when to send it

Application form and supporting documents:

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

To make it easier to get your client’s application form to us, you can use our personal pension online form.  Here you can upload and securely submit an application form to our servicing team. You can also upload any supporting documents.

 Alternatively, you can send the completed application form and supporting documents to:

Income Release Servicing team 
Royal London House
Alderley Park
Congleton Road
Nether Alderley
Macclesfield
SK10 4EL

We must receive this by 6pm on Wednesday 24 March 2021.  

Taxable income payment requests by post:

I've confirmed that I’ve provided financial advice to my client

To guarantee payment in the 2020/21 tax year, we must receive your request by 6pm on Wednesday 24 March 2021. 

Please note that any requests received after 6pm on Wednesday 24 March 2021 may not be paid in the current tax year.

Taxable income payment requests by phone:

I've confirmed that I’ve provided financial advice to my client

To guarantee payment in the 2020/21 tax year, we must receive your request by 6pm on Wednesday 24 March 2021

Please note that any requests received after 6pm on Wednesday 24 March 2021 may not be paid in the current tax year.

Need help with online tools and services?

Our dedicated Business Support Unit have in-depth knowledge of the industry’s leading best advice systems. They can also help you submit applications online and get up to speed with our tools and online service.

Get in touch:
bst@royallondon.com or 0131 672 6966

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.