End of tax year - IR servicing checklist and submission date

20 February 2020

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Here's a reminder of our submission deadlines and the information we need if your client wants to take a taxable income payment 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 Wednesday 25 March 2020.

Taxable income payment requests by post:

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

To guarantee payment in the 2019/20 tax year, we must receive this by 6pm on Wednesday 25 March 2020.

Please note that any requests received by 6pm on Wednesday 25 March 2020 may not be paid in the current tax year.

Taxable income payment requests by telephone or email:

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

Taxable income payment requests can be made by contacting the Income Release Servicing team on 0345 850 8953 or IRServicing@royallondon.com


To guarantee payment in the 2019/20 tax year, we must receive this by 6pm on Thursday 26 March 2020.

Please note that any requests received after 6pm on Thursday 26 March 2020 may not be paid in the current tax year.

Take an ad hoc income payment online

We have two quick and easy to use online forms for one-off taxable income payment requests.

We have an adviser version that you can use where you've provided advice and you’re submitting it on your client’s behalf.

We also have a client version that you can send to your clients to use.

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.