This website is for Scottish Widows Platform clients and prospective clients only.
Below, are the key dates and information we provided to help you navigate the 2025/26 tax year efficiently.
Please note: Friday 3 April, and Monday 6 April 2026 were bank holidays, which may have impacted some payments.
Contributions for the 2025/26 tax year must be received into our bank account by close of business on 2 April 2026. The supporting contribution expectation and/or any documentation must also be keyed on the platform or received via email/post by this deadline.
Contributions can be made via Direct Debit, direct credit (bank transfer), or cheque.
Please note: The deadlines for making payments are outlined in the section below. Some deadlines are earlier than 2 April 2026.
Important: If we receive either the funds or the supporting documentation after the deadline, the contribution will not qualify for the current tax year.
For full details of the payment methods for adding money to a Platform account, please visit our banking and interest page.
Bed & ISA (GIA to ISA) instructions should be completed on or before 22 March 2026 to ensure the process completes in the current tax year. We’ve created a guide to Bed & ISA for your convenience.
Monies cleared in cash within the pension (including any investment sale proceeds) and requests keyed on the platform by 11am on 24 March 2026. This allows 5 business days for a one off payment or UFPLS to complete by the 2 April 2026.
Monies cleared in cash within the pension (including any investment sale proceeds) and requests keyed on the platform by 11am on 2 April 2026.
For new or regular income amendments, input or changes keyed and relevant funds cleared in the cash account by 17 March 2026.
For new or regular Drip Feed Drawdown amendments, input or changes keyed and relevant funds cleared in the cash account by 13 March 2026.
Monies cleared in cash within the ISA / GIA (including any investment sale proceeds) and requests keyed on the platform by 11am on 2 April 2026.