Get ahead of time with our key dates. See our timeline for payments, transfers and withdrawals, along with handy tips to support you along the way. Scroll down the page to find out more or click here to download a PDF.
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Submitting switch instructions for daily dealing assets
This deadline is dependent on the choice of funds and fund managers being used.
Pension, ISA and GIA withdrawals
To make sure we can process the withdrawal before tax year end, please make sure:
• There are verified bank details linked to the account.
• There are sufficient cleared funds available to cover the payment.
• For pensions, please submit a fully completed and signed withdrawal application form.
Amendments to regular withdrawals:
We must receive instructions to amend regular withdrawals 10 business days before the next scheduled payment.
Cash movement from GIA to ISA (Bed and ISA) and GIA to SIPP (Bed and SIPP)
To make sure money is applied before tax year end, please make sure you’ve instructed any necessary sale of investments with enough time for them to settle. We’ll only be able to transfer and apply the money before tax year end if the cash is available.
Please make sure there are no rebalance activities in progress as the cash might not be available on time for the investment.
Payment Deadline: Bank transfer (BACS, CHAPS, Faster Payments)
To make sure that money is applied prior to tax year end:
To make sure payments are received by us on time, BACs should be instructed before 5pm on 28 March and CHAPs / Faster Payments before 5pm on 3 April. Payments received after the deadline will not be processed in the 2023/24 tax year.
Payment deadline: cheques
To make sure that money is applied prior to tax year end:
Any payments received after the deadline will not be processed in the 2023/2024 tax year.
For a cheque to be accepted, it must be in good order i.e. dated, signed etc.
