If you need to contribute or withdraw funds from your plans before the 2025/26 tax year ends, we will do our best to facilitate this. However, please understand there are often steps we need to follow to satisfy our regulatory commitments - so please note the dates below to allow time for these to be carried out.
Withdrawals from a pension
Please get in touch with us no later than Tuesday 3rd March 2026 to request a withdrawal from your pension so we can guarantee it will be received and reported within this tax Year. If you make your request by Monday 16th March 2026, we will do our best to process the withdrawal within this tax year but cannot guarantee it. Please make us aware if you require these funds before the end of this tax year.
If you want your pension withdrawal to take place in the next tax year (26/27), it is best to make this request after Monday 16th March 2026.
Withdrawals from an investment (ISAs, Capital Investment Bonds & Flexible Savings Plans)
If we receive a request to withdraw funds within the current tax year, we will take the current tax year as the deemed date (paid date) even if the money is received in the new tax year.
If the withdrawal funds are required to be received before the new tax year, please make this is requested no later than Friday 27th March 2026.
Making an investment (contributions and top-ups)
If you wish to make and additional contribution to your ISA, other investment or pension to be included in the current tax year, please ensure we receive these funds no later than 4th April 2026. While the funds may be added after this date, these funds will be applied on the day after receipt.
How to help to minimise delays
There may be occasions where we must send you further information or need further information from you such as validating your bank account and identification for our existing customers.
To minimise potential delays, you have the option of providing a bank statement dated within the last 3 months that displays your name, address, sort code and account number. To validate your identification, we can accept a form of photo ID (Passport, Driving Licence etc). These can be sent via our customer portal which is a safe and secure method to transmit your personal data.
It may not always be possible to complete a request before the end of the tax year, but we will do our best to make clear what is needed from you, and to be transparent about the timelines to expect.