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There are important cut off dates you need to be aware of in the lead up to tax year end. Please ensure all relevant business is completed by the dates specified.
Individual and Workplace
| BACS (last day for sending) | Tuesday 28 March |
| CHAPS (last day for sending) | Tuesday 4 April |
| Cheque (must be received in Standard Life House, Lothian Road) | Wednesday 5 April |
| Active Direct Debit Instruction (including DDW schemes) | Wednesday 29 March |
| New Direct Debit Instruction (including DDW schemes) | Wednesday 22 March |
| Debit Card payment received online | 23.59 on Wednesday 5 April |
| Debit Card payments received by telephone | Wednesday 5 April |
Drawdown
Payments In (singles, transfers with a drawdown request)
| Internal Transfers (Standard Life Insured Pension (SLIP) funds) | Tuesday 4 April |
| External Transfers (Standard Life Insured Pension (SLIP) funds) | Tuesday 4 April |
| External Transfers (Self Investment (SI) Cash) | Wednesday 5 April |
Payments Out (paid by BACS)
| Income payment out | Friday 31 March |
| Tax Free lump sum payments (SLIP) | Tuesday 4 April |
| Tax Free lump sum payments (SI cash) | Wednesday 5 April |
All of the above are subject to there being sufficient liquidity and us receiving a clean instruction.
Additional dates
| International Bond Surrenders (incl. partial surrenders) – For surrenders to be paid in advance of tax year end (not guaranteed where monies are invested with third parties) | Wednesday 15 March |
| For Assignment on International Bonds where payment out is expected in the current tax year. This allows sufficient time for processing both the assignment and payment out transaction. | Wednesday 1 March |
| * For all LIFE products we must receive a valid request on or before | Tuesday 28 March |
* NOTE – If a Life policy requires Assignment before Surrender, we must receive
a valid Assignment and Surrender instruction before Friday 10 March.
Bank account, payment and address information
Standard Life Assurance Ltd
30 Lothian Road
Edinburgh
EH1 2DH
Life and Pensions Bank Account:
(Made payable to Standard Life Assurance with plan number as reference or written on the back of the cheque)
Sort Code: 40 03 28
Acc No: 22288192
SIPP Bank Account:
(Made payable to Standard Life Assurance with plan number as reference or written on the back of the cheque)
Sort Code: 40 03 28
Acc No: 42288230