Contact us
If you have any questions about your current arrangements, please get in touch.
Support
You’ll find the support you need for your policy and investments. If you can’t find what you’re looking for, please get in touch.
Products
Former CASLP Clients
OneSIPP
Current OneSIPP investors benefit from a wide range of asset classes, including direct investments and funds.
Former CASLP Clients
Onshore Bond
Open to both new and existing customers wishing to increase their options for investing in products with tax-efficient wrappers.
Former CASLP Clients
Transfer pension portfolio
Helping you to maintain and protect your existing retirement assets and benefits.
Former CASLP Clients
Portal products
Making it easy for you to manage all investments and savings in one place through a range of wrappers via the online portal.
Former CASLP Clients
Platform products
An online self service platform makes managing all your savings and investments easier by being in one place.
Resources
View more
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Former CASLP Clients
Policies, Programmes and Portfolios
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Former CASLP Clients
Trusts
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Former CASLP Clients
Useful Information and Forms
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Former CASLP Clients
Fund Choice Guide Current
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Former CASLP Clients
Fund Choice Guide Historic
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Former CASLP Clients
Nomination of Beneficiary Form
2026 Tax Year End Deadlines
|
Task |
Deadline |
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Drawdown, UFPLS, Small Lump Sum - portal/self-invested |
Thursday 5th March 2026 |
|
Portal Bonds/Self-invested Bonds and Bonds via a WRAP Platform |
Thursday 5th March 2026 |
|
Drawdown, UFPLS, Small Lump Sum - legacy policies |
Tuesday 10th March 2026 |
|
Any withdrawals or trading requests from specialist ISAs |
Monday 30th March 2026 |
|
New business applications - including top ups |
Tuesday 31st March 2026 |
* no payments are guaranteed where the investment is with a third party
** payments will be made subject to there being sufficient liquidity and us being in receipt of all our requirements
