News Publication date January 04, 2024
If you are considering taking a partial or full cash payment before the 2023/2024 tax year end, please see our timetable of requirements below:
Step 1: Retirement options
Step 2: Request for cash - partial or full
Step 3: Return of fully completed payment forms
Step 4: Final date of payment - 28 March 2024
We will do our best to process any requests and forms received after the dates quoted above, but we need to make you aware that in these circumstances it may not be possible for us to make the payment before the end of the tax year. Please contact us as early as possible if you are considering taking a payment before the end of the tax year.