Understand your options at the end of the 2022/23 tax year

Please note in order to process within this tax year we require all outstanding documents and funds in our account by 12pm on 5 April.

If you are paying via cheque we require this by Friday 31 March.

You can top up your pension at any time until you are 75.

You could receive tax relief on a single contribution to your plan as long as it does not exceed the greater of £3,600 a year or 100% of your relevant UK earnings. Please note, that a separate tax charge will be incurred if you make contributions above the annual allowance (unless you have flexibly accessed a money purchase pension, the annual allowance is normally £40,000 a year)

Single contribution application

If you'd like an interactive document via DocuSign, please email us at [email protected] or call us on:

0800 032 2990

For TextDirect first dial 18001.

Lines open: 9am - 5pm Monday to Friday.

Calls are recorded and may be monitored for training purposes.

Please be aware, for us to process within this tax year we’ll need outstanding documents and funds in our account by 12pm Wednesday  5 April. 

If you’re paying by cheque we’ll need this by Friday 31 March.

You can make regular contributions into your plan until you are 75.

You could receive tax relief on a single contribution to your plan as long as it does not exceed the greater of £3,600 a year or 100% of your relevant UK earnings. Please note, that a separate tax charge will be incurred if you make contributions above the annual allowance (unless you have flexibly accessed a money purchase pension, the annual allowance is normally £40,000 a year) 

Regular contributions application

If you’d like an interactive document via DocuSign, please email us at [email protected] or call us on:

0800 032 2990

For TextDirect first dial 18001.

Lines open: 9am - 5pm Monday to Friday.

Calls are recorded and may be monitored for training purposes.

If you’d like this payment before the end of the tax year, we’ll need all outstanding information by the following dates depending on your encashment instruction:

• External sales – Friday 10 March
• Insured sales -  Friday 17 March

As the lifetime allowance isn’t changing this year, tax free cash is not affected by the end of the tax year. If you’d like to withdraw some tax free cash, you can do this several ways:

• Log in or register for My LV= 
• Tax free cash paper application form

If you’d like an interactive document via DocuSign, please email us at [email protected] or call us on:

0800 032 2990

For TextDirect first dial 18001.

Lines open: 9am - 5pm Monday to Friday.

Calls are recorded and may be monitored for training purposes.

If you’d like this payment before the end of the tax year we’ll need all outstanding information by the following dates depending on your encashment instruction:

• External sales – Friday 10 March
• Insured sales -  Friday 17 March

Depending on your tax code, you may be entitled to take some of your taxable income tax free. Take a look at our FAQ on tax codes below for more information. 

If you’d like to withdraw some taxable income, you can do this several ways:

• Log in or register for My LV= 
• Tax free cash paper application form
• Email us at [email protected] with your plan number and how much you’d like to withdraw
• You can place your request over the phone- call us on 0800 032 2990

If you’d like an interactive document via DocuSign, please email us at [email protected] or call us on:

0800 032 2990

For TextDirect first dial 18001.

Lines open: 9am - 5pm Monday to Friday.

Calls are recorded and may be monitored for training purposes.