Your tax relief will arrive 6 to 11 weeks after you pay money into your pension.
We claim tax relief from HMRC once a month.
Each claim covers money paid in from the 6th of one month to the 5th of the next month.
We make the claim at the end of that next month.
HMRC sends the tax relief to us the following month.
We add it to the same portfolio your contribution was made to. You will need to invest it yourself if it goes to your SIPP cash portfolio, or if you don’t have auto-invest switched on.
| If you pay in | We claim from HMRC | We add tax relief by |
|---|---|---|
| 6 January | End of February | End of March |
| 5 February | End of February | End of March |