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
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