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Deadlines for tax year end 2019/20 - at a glance

13 January 2020

Deadlines for submissions on the Zurich Intermediary Platform, ahead of 5 April 2020

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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 (2020)
Retirement Account Submission of any one off drawdown payment request for 2019/20 Received by 9.30am Tuesday 24th March 2020
Retirement Account Submission of any Uncrystallised Funds Pension Lump Sum (UFPLS) request Received by 9.30am Tuesday 24th March 2020
Retirement Account New or amendments to regular pension income to take effect in 2019/20 tax year Received by Tuesday 17th March 2020
Retirement Account Retirement account Final submission deadline for 2019/20 Wednesday 1st April 2020
Retirement Account Electronic Funds (CHAPS/TT/BACs) must be received/visible in our bank account by close of business Wednesday 1st April 2020
Retirement Account Cheques Must be received by 5pm on Thursday 2nd April 2020
ISA Request for internal transfer from joint Investment Accounts to individual Cash Accounts to fund ISAs Received by Thursday 27th March 2020
ISA Request for withdrawals, within a portfolio, from Investment Account to Cash Account to fund ISA Submitted by Thursday 27th March 2020
ISA ISA Final submission deadline for 2019/20 (fully submitted and funds received) Must be received by midnight on Sunday 5th April 2020
ISA Electronic Funds must be received/visible in our bank account by close of business Must be received by midnight on Sunday 5th April 2020

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

Zurich Intermediary Platform – 2019/20 Tax Year End deadlines and information (278.36 KB/PDF)