Due to 5th April falling on Easter Monday this year, the last practical day to get new SIPP applications and contributions to us for the 2020/21 tax year will be Thursday 1st April 2021.
Note that as our SIPPs now have individual bank accounts, contributions must be paid directly to the correct individual account and include the SIPP number as the reference. If you are unsure as to the correct bank account details to use, please phone us on 01228 538 988 and ask for the SIPP Accounts Team.
For existing SIPP members, we will need a new signed Supplementary Contribution Application to accompany the contribution, this can be downloaded from our website and should be sent by email to: email@example.com (or by post to InvestAcc Pension Administration Limited, Minerva House, Port Road Business Park, Carlisle, CA2 7AF or by fax to 01228 535 988).
For new SIPP schemes, we will need a fully completed new SIPP Application which can be sent to us by email to: firstname.lastname@example.org or by post or fax using the contact details above. You should follow that up with a phone call to confirm receipt and to request the payment details, if making a last minute contribution.
Any contributions paid electronically after close of business on Thursday 1st April 2021 will be treated as received on 6th April 2021, in the new tax year. For any absolute last minute applications, our Carlisle office will be receiving post on Saturday 3rd April, but these applications must be accompanied by a cheque in order to be counted for the 2020/21 tax year.
February 25th, 2021