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End of 23/24 tax year

What you need to know ahead of the tax year ending on 5th April 2024.

The tax year is ending soon

As we approach the end of the 2023/2024 tax year, there is some important information you'll need to consider.

  • To request an income payment from your Pension, your request must be received by us no later than 22 March.
  • To make a final contribution to your Pension, your request must be received by us no later than 3 April.

Please note that funds which are valued at 12:00pm require your instruction to be received by us before 11:15am. For funds valued at 3:00pm, your instruction must be received by us before 2:15pm. This is to ensure that you receive the correct valuation point, and that your contribution or payment to you is made by 5 April.

We're expecting high volumes of enquires throughout March and April. During this time it may take us longer than normal to answer calls and email enquiries. We apologise for any inconvenience this may cause. 

Helpful links

Interested but would like to understand more? These links will help you get up to speed.

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Want to get in touch?

Find all the ways you can get in touch with us about our pension products.