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Wealthtime Platform Key Dates

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.

14 March 5pm

Submitting switch instructions for daily dealing assets 

This deadline is dependent on the choice of funds and fund managers being used. 

27 March 5pm

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. 

27 March 5pm

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.

4 April 5pm

Payment Deadline: Bank transfer (BACS, CHAPS, Faster Payments) 

To make sure that money is applied prior to tax year end: 

For new business – please make sure that you enter a new business application onto Adviser Zone before we receive any payment.

For existing business – please make sure that you enter a top-up onto Adviser Zone before we receive any payment.

Any payments received after the deadline will not be processed in the 2023/2024 tax year.

5 April 9am

Payment deadline: cheques

To make sure that money is applied prior to tax year end: 
For new business – please make sure that you enter a new business application onto Adviser Zone before we receive any payment.
For existing business – please make sure that you enter a top-up onto Adviser Zone before we receive any payment. 
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.

Wealthtime is a trading name of Novia Financial plc. Novia Financial plc is a private limited company registered in England & Wales. No. 06467886. Registered office: Cambridge House, Henry St, Bath, BA1 1JS. Novia Financial plc is authorised and regulated by the Financial Conduct Authority. FCA Number 481600.



Wealthtime and Wealthtime Select are trading names of Wealthtime Limited. Wealthtime Limited is a limited company registered in England & Wales. No. 06016480. Registered Office:1 London Road Office Park, London Road, Salisbury SP1 3HP. Wealthtime Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 468461. ©wealthtime, 2024

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