FOR ADVISERS ONLY

End of tax year - new business checklist and submission deadlines

20 January 2020

Here's a reminder of our submission deadlines and the information we need if your client wants to make a single contribution before the tax year ends.

Your checklist	Where 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 Friday 3 April 2020.
Bank transfers: I’ve quoted my client’s plan number and surname	This must be cleared in our account by 6pm on Friday 3 April 2020.
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: Royal London PO Box 296 Wilmslow Cheshire SK9 1WJ We must receive this by 6pm on Friday 3 April 2020.

Your checklist

Where 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 Friday 3 April 2020.

Bank transfers:

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

This must be cleared in our account by 6pm on Friday 3 April 2020.

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:

Royal London
PO Box 296
Wilmslow
Cheshire
SK9 1WJ

We must receive this by 6pm on Friday 3 April 2020.

Submit single contributions online

To save you time, try our online solution or our form, designed to help you submit single contribution applications more efficiently.

Both the online solution and simplified form can be used for existing Pension Portfolio clients who want to make a single contribution and whose investment choice isn't changing.

They're simple and intuitive to use and much shorter than our additional contribution form. You can also complete applications online without a signature, when it meets certain criteria.

Single contributions and ProfitShare

As a mutual, we believe that our members should share in our success – so when we do well, we’ll aim to boost their retirement savings. We call this ProfitShare.

While we can’t guarantee that we’ll award ProfitShare every year, clients with existing Royal London plans that qualify for ProfitShare can boost the retirement savings used to calculate any award by making a single contribution. We must receive this by 6pm on Monday 30 March 2020.