Scottish Widows logo
Tax Year End 2020

Tax Year End 2019/20

Retirement Account

Countdown to Tax Year End 2019/2020

Tax year end is fast approaching and we’re here to support you and your clients at this busy time. Here, you’ll find the latest insight and expert guidance to help make the process as straightforward as possible.

Tax Year End

An example-based summary of tax year end planning opportunities utilising pension contributions.

Read now (PDF)

Helping clients make the most of their pension allowances

Here are some key considerations to help you make the most of your pension allowance conversations with your clients.

Read Now

Pension wellbeing client guide

Share our guide with your clients, full of helpful and practical tips to help them keep their retirement plans on track.

Share now (PDF)

Pension allowance

Details of the annual allowances for the 2019/2020 tax year to help you support your clients tax planning.

Read More

Carry forward

Find out how carry forward rules are an integral part of tax year planning.

Read Now

Service deadlines

To help ensure your clients don’t miss out on maximising their pension annual allowances before the current tax year end read more about our servicing deadlines.

Read more

RA e-services

You can administer your tax year end business quickly and efficiently through our online services.

Find Out More (pdf)

Pension basics

Our short pension basic films help explain pensions and tax year end to your clients.

Discover more

5 Reasons

Discover 5 reasons to choose
Retirement Account.

Discover More

Links

Contact our Retirement Account adviser servicing line
08000 964 364

Useful things

Useful things

Reminder of key documents that may be required at tax year end

  • Full bank details
  • Confirmation of verification of identity
  • Signed lifetime allowance form
  • Income withdrawal details

Tax facts

Get all the facts with our 2019/2020 Tax Facts booklet including this year's tax changes in our quick reference guide.

Read now (pdf)

Useful Articles & Tips

Map icon

Contact our designated Retirement Account adviser service line

08000 964 364