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.	You should 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.	You can make bank transfers using the following details: Sort code: 01-10-01 Account number: 63580586 Amount name: Royal London This must be cleared in our account 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.

You should 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.

You can make bank transfers using the following details:

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

This must be cleared in our account 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.