Mailing of P60 Tax Certificates update

When a new tax year begins, we send a P60 certificate to all our annuity and drawdown customers. The exact date we send your certificate depends on who your original provider was.

We’ve taken over lots of policies from other providers – you can read more about this here

When will I get my P60?

This year, we’ll send P60s between 18 April and the end of May.

What are P60 Tax Certificates?

We send P60 certificates every year to all our customers who’ve received a pension income from us. The certificate shows your final tax code, total income and tax deductions for the previous tax year. You should keep your certificate safe, as it may be useful in future if you are asked to prove your earnings or are asked questions about tax.

Not sure about your tax status?

You can speak to HM Revenue & Customs about your tax status by calling their helpline on 0300 200 3300 – please make sure you have your National Insurance number ready before calling. Alternatively, you can visit their website by clicking here.