TYE 2026 key dates

With the tax year end approaching, now is the time to ensure your clients are making the most of their annual pension allowances.

Please review the key dates below and ensure all required documents and submissions are completed on time:

• Pension Commencement Lump Sum (PCLS) requests (assuming funds are available): 5pm on 23rd March
• Income Request deadline (assuming funds are available): 5pm on 23rd March
  
• New Business deadline (with TYE contributions): 5pm on 1st April
• Existing Client Contributions: We must receive application forms, supporting documents, and all correct paperwork by midday on 2nd April.