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 2019 14 December 2018
February 2019 18 January 2019
March 2019 15 February 2019
April 2019 18 March 2019
May 2019 15 April 2019
June 2019 17 May 2019
July 2019 17 June 2019
August 2019 18 July 2019
September 2019 16 August 2019
October 2019 17 September 2019
November 2019 18 October 2019
December 2019 18 November 2019
January 2020 16 December 2019

 

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 SIPP bank account on the 1st of every month.

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.

 


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.