Countdown to tax year end 2024/2025
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 guidance to help make the process as straightforward as possible.
Servicing deadlines
Please see our servicing deadlines to ensure your clients can maximise their allowances:
Scottish Widows Platform Servicing Deadlines
Scottish Widows Platform Bed and ISA - our new functionality allows you to move money into an ISA with a single transaction, saving you time.
Retirement Account Servicing Deadlines
Workplace Pensions Servicing Deadlines – Employer (PDF, 50KB) & AssistMe (PDF, 50KB)
Existing Customers (Closed Book Products) - Servicing Deadlines (PDF, 252KB)
Know your limits webinar
Watch our latest webinar from Scottish Widows Pensions Expert, Gareth Davies, designed to equip advisers with the latest insights and strategies to maximise client success in this tax year and the next.
Know Your Limits – Our FAQs on Pension and ISA Allowances
A summary of common questions on pensions and ISA allowances.
Tax year end planning
An example-based summary of tax year end planning opportunities utilising annual contributions.