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Deadlines for tax year end 2018/19 - at a glance

17 December 2018

Deadlines for submissions on the Zurich Intermediary Platform, ahead of 5 April 2019

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With tax year end fast approaching, we'd like to share our comprehensive list of submission deadlines to help you submit your business on the Zurich Intermediary Platform. At a glance, the key dates are:

Product Type What  Deadline (2019) 
Retirement Account  Submission of any one off drawdown payments request for 2018/19  Received by Tues 26 March
Retirement Account Submission of any Uncrystrallised Funds Pension Lump Sum (UFPLS) request for 2018/19   Received by Tues 26 March
Retirement Account New or amendments to regular pension income to take effect in 2018/19   Received by Tues 12 March
Retirement Account Retirement account Final submission deadline for 2018/19  Weds 3 April 2019
Retirement Account Electronic Funds (CHAPS/TT/BACS) must be received/visible in our bank by close of business    Weds 3 April 2019
Retirement Account Cheques   Received by 9.30am Thurs 4 April
ISA  Request for internal transfer from joint Investment Accounts to individual Cash Accounts to fund ISAs  Received by 29 March 
ISA  Request for withdrawals, within a portfolio, from Investment Accounts to Cash Accounts to fund ISA  Submitted by 29 March
ISA  ISA final submission deadline for 2018/19 (fully submitted and funds received)  Midnight Fri 5 April
ISA Electronic funds must be received/visible in our bank account by close of business   Received by midnight Fri 5 April

For more information on the 2018/19 tax year end deadlines, please download it here:

 Zurich Platform – 2018/19 Tax Year End deadlines and information