Tax year end deadlines

As we approach the end of tax year 2023/24, we want to remind you of the importance of sending your March contribution files and paying pension contributions to us as soon as possible. 

Our deadlines for this tax year 2023/24:

Please allow for time for the payment to transfer through the banking system.

To count for tax-relief and Annual Allowance purposes within the current tax year, a payment must be credited to our bank account no later than 5pm on 5 April 2024. Any money received after 5pm on 5 April 2024 will generally be counted for tax relief and Annual Allowance purposes for the 2024/25 tax year. 

Please note that for personal pension (including stakeholder) schemes, HMRC treats both employer and employee contributions as ‘paid’ when received by the scheme, rather than when they are deducted from pay. This may also have tax implications for employees who are taking advantage of any unused Annual Allowance from previous tax years or who have triggered the Money Purchase Annual Allowance.