Nucleus platform
​​​​​​​tax year end hub

New phased drawdown (if disinvestment required)

• To ensure payment is made within the 2025-26 tax year, all required documentation must be fully completed and returned no later than 5pm on 9 March 2026.
• This deadline allows sufficient time for all necessary calculations to be completed.

One-off PCLS (if disinvestment required)

• To ensure payment is made within the 2025-26 tax year, all required documentation must be fully completed and returned no later than 5pm on 9 March 2026.
• This deadline allows sufficient time for all necessary calculations to be completed.
  
  
  

Regular income payments (where cash available)

• This is the final date a requested change of income can be made, or a new regular income request set-up, for income to be received in the 2025-26 tax year.
• To make sure income is paid within the 2025-26 tax year, we need to receive your funds by 31 March.
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New business application (with new Direct Debit request)

• New Direct Debit instructions require a minimum of eight business days before your first payment can be collected.

New Direct Debit set-up

• New Direct Debit instructions require a minimum of eight business days before your first payment can be collected.

New business application

• This is the final date an application can be submitted for a product to be opened within the 2025-26 tax year.
• Any applications received after this date will be processed in the 2026-27 tax year.
• This deadline doesn’t allow time for the set-up of a new Direct Debit. See 'New Direct Debit set-up' section.

One-off income payments (where cash available)

• This is the final date a one-off payment can be requested for income to be received in the 2025-26 tax year.
• You will not be given the option to select a date when submitting a one-off income payment. The payment will be taken automatically when the funds are available.

One-off PCLS (where cash available)

• To ensure payment is made within the 2025-26 tax year, all required documentation must be fully completed and returned no later than 5pm on 9 March 2026.
• This deadline allows sufficient time for all necessary calculations to be completed.

Benefits – UFPLS

• To ensure payment is made within the 2025-26 tax year, all required documentation must be fully completed and returned to us by this date.
• This deadline allows sufficient time for all necessary calculations to be completed. In the case of UFPLS payments, adequate funds must be held in cash before it can be submitted online.

New phased drawdown (where cash available)

• To ensure payment is made within the 2025-26 tax year, all required documentation must be fully completed and returned no later than 5pm on 9 March 2026.
• This deadline allows sufficient time for all necessary calculations to be completed.
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Single contributions (bank transfer only)

• This is the final date for single contributions within the 2025-26 tax year.
• Any contributions received after this date will be applied to the 2026-27 tax year and can’t be backdated to the previous tax year.
• The application must be fully submitted and all required documentation received by this date, as well as the funds.

Regular contribution collection date

• This is the final collection date for regular contributions for the 2025-26 tax year.
• Any regular contributions received after this date will be applied to the 2026-27 tax year and can’t be backdated to the previous tax year.
• This deadline doesn’t allow time for the set-up of a new Direct Debit. See 'New Direct Debit set-up' section.

New business application (with new Direct Debit request)

• This date allows us time to set up your Direct Debit instruction.
• New Direct Debit instructions require a minimum of eight business days before your first payment can be collected.

New Direct Debit set-up

• New Direct Debit instructions require a minimum of eight business days before your first payment can be collected.
  
  
  

Bed and ISA

• This is the final date for us to receive your completed Bed and ISA online instruction to be applied in the 2025-26 tax year.
• Any instructions received after this date will be processed in the 2026-27 tax year.
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New business application

• This is the final date an application can be submitted for a product to be opened within the 2025-26 tax year.
• Any applications received after this date will be processed in the 2026-27 tax year.
• This deadline doesn’t account for the set-up of a new Direct Debit. See 'New Direct Debit set-up' section.

ISA and JISA subscriptions (bank transfer only)

• This is the final date for ISA and JISA subscriptions to be received in the 2025-26 tax year.
• Any subscriptions received after this date will be applied to the 2026-27 tax year and can’t be backdated to the previous tax year.
• We will need both your completed online application and funds by this date.

GIA (money in and withdrawals)

• This is the final date for money to be received and applied in the 2025-26 tax year.
• Any contributions received after this date will be applied to the 2026-27 tax year and can’t be backdated to the previous tax year.
• We will need both your completed online application and funds by this date.
  
  
  

Completed assignments and subsequent segment surrenders*
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Completed assignments and subsequent withdrawals across all segments*
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Segment surrenders*
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New business application

• New business applications must be fully completed and cleared funds need to be received at RL360’s office in the Isle of Man by this date to be processed in the 2025-26 tax year.
• Any applications received after this may not be issued until the 2026-27 tax year.
  
  
  

Completed withdrawals across all segments*
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Assignments*

* We require all forms and any supporting evidence to be received by this date for the request to be processed within the 2025-26 tax year. Cash must also be available in the product bank account for the request to processed in time.