The cut off dates for notifying us of income changes can be found in the tables below.

Modular iSIPP, Wrap SIPP, Partnership SIPP, iSIPP, Private Client SIPP.

MonthCut off date
January 2020 16 December 2019
February 2020 20 January 2020
March 2020 17 February 2020
April 2020 18 March 2020
May 2020 17 April 2020
June 2020 15 May 2020
July 2020 17 June 2020
August 2020 20 July 2020
September 2020 17 August 2020
October 2020 17 September 2020
November 2020 19 October 2020
December 2020 17 November 2020
January 2021 16 December 2020

We must be in receipt of your instruction through James Hay Online to change or set up an income payment for existing benefits by 5pm on the cut off date in order for the change to the income payment to be effective for the first of the following month. All income payments are set up to reach the personal bank account on the 1st of every month.

You can amend income and convert from capped to flexi-access drawdown simply using James Hay Online. Please log in and go to the Portfolio > Income Summary tab.

If you do not already have access to James Hay Online, you can register here. A registration code will be sent to your home address within 5 working days. You must validate the access by entering the registration code, after which you will be able to change the income.

Please note, we will only be able to meet the cut-off date if all our requirements have been satisfied. If you need clarification of any of our requirements, please contact us prior to the relevant cut off date.

If you are concerned whether your request will reach us on time, or if you experience any issues, please contact your Account Executive Team or call us on 03455 212 414.

 

If you need to speak directly to HM Revenue & Customs about anything relating to taxation, including changes to your tax code, please call 0300 200 3300. For reference, our payroll number is 503/W40774.


IPS Pension Builder SIPP, IPS (2008) SIPP & Bristol SSAS

MonthCut off date
January 2020 24 December 2019
February 2020 27 January 2020
March 2020 25 February 2020
April 2020 27 March 2020
May 2020 27 April 2020
June 2020 27 May 2020
July 2020 26 June 2020
August 2020 27 July 2020
September 2020 27 August 2020
October 2020 28 September 2020
November 2020 27 October 2020
December 2020 26 November 2020

IPS SIPP, IPS Family SIPP, London SSAS & Manchester SSAS (scheme prefix L or M)

MonthCut off date
January 2020 8 January 2020
February 2020 10 February 2020
March 2020 9 March 2020
April 2020 08 April 2020
May 2020 08 May 2020
June 2020 08 June 2020
July 2020 08 July 2020
August 2020 10 August 2020
September 2020 08 September 2020
October 2020 08 October 2020
November 2020 09 November 2020
December 2020 08 December 2020

If you are concerned whether your request will reach us on time, or if you experience any issues, please call us on 03333 205 392.

 

If you need to speak directly to HM Revenue & Customs about anything relating to taxation, including changes to your tax code, please call 0300 200 3300. For reference, our payroll number is 794/R297.