Platinum SIPP End of 2025/2026 Tax Year Arrangements

Applications and Contributions to SIPP Schemes

The last date to submit new SIPP applications is Thursday 2 April 2026; cheque contributions must reach our office by 2 April 2026, while electronic contributions must clear the SIPP bank account by end of day 5 April 2026.

Please note that contributions must be paid directly to the correct bank account and include the SIPP number as the reference.

For existing SIPP members, we will need a new signed SIPP Supplementary Contribution Application Form to accompany the contribution and should be sent by email to: [email protected] (or by post to InvestAcc Pension Administration Limited, 5^th Floor, 4 Exchange Quay, Salford, Manchester M5 3EE).

For new SIPP schemes, we will need a fully completed new SIPP Application Pack which can be sent to us by email to [email protected] or by post using the details above. We recommend that you should follow up with a phone call to confirm receipt and to request the payment details, if making last minute contributions.

Any contributions intended for the 2026/27 tax year should be made after 5th April 2026.

Income from SIPP schemes

The last income payment date for the 2025/26 tax year is 1st April, and we require a clear income instruction and sufficient cleared funds in the SIPP bank account by close of business on Tuesday 24th March at the very latest.

Should a disinvestment be needed to fund the withdrawal please keep this in mind and leave sufficient time for the trades to complete and settle and be returned from the underlying investment provider back to the SIPP bank account.

Should a disinvestment be needed to fund the withdrawal please keep this in mind and leave sufficient time for the trades to complete and settle and be returned from the underlying investment provider back to the SIPP bank account.