Making single contributions before the end of tax year

25 March 2020

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We've reviewed the way your clients can make single contributions before the end of tax year.

Previously, clients could make single contributions by cheque or bank transfer.

However, with the current situation around Coronavirus changing daily and most of our employees now working from home, we recommend that your clients make single contributions by bank transfer.

Here’s a reminder of the information we need if your client wants to make a single contribution before the tax year ends. 

Your checklist

When and where to send it

Application form and supporting documents:

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

 

Please 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, including the ‘check digit’ (i.e. A1234567) and surname as the bank transfer reference.

Please use the following bank details when making a bank transfer:

 

Sort code:01-10-01

Account number: 63580586

Account name: Royal London

 

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

Find out more

Visit the tax year end hub for more information or speak to your usual Royal London contact.

 

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.