5 April is around the corner
The end of the 2024/2025 tax year is approaching and those allowances for your Stocks & Shares ISA and self-invested Aviva Pension run out on 5 April. If you have plans for your ISA or pension, we have the dates you need to meet with Aviva. You can find them below.
To learn more about the different allowances that may be available to you, take a look at our article on the end of the tax year.
The value of pensions and investments can fall as well as rise, and you could get back less than has been put in.
Your exact tax benefits will depend on your circumstances and may change in the future.
Your Stocks & Shares ISA dates
| Making a one-off payment into your ISA by Direct Debit | 21 March |
| Moving money from an Aviva Investment Account into your ISA using our Bed & ISA process | 4 April |
| Making a one-off payment to your ISA using a debit card | 5 April |
Your Aviva Pension (SIPP) dates
| Selling investment funds to withdraw from your pension | 10 March |
| Selling exchange traded investments to withdraw from your pension | 13 March |
| Aviva receiving a completed employer contribution form to set up a new employer Direct Debit | 14 March |
| Requesting a taxable withdrawal from your pension | 17 March |
| Reviewing and accepting an illustration for a taxable withdrawal from your pension | 21 March |
| Making a one-off payment into your pension by Direct Debit | 21 March |
| Returning a completed employer contribution form to make a one-off employer contribution to your pension | 28 March |
| Aviva receiving one-off employer contributions by close of business | 4 April |
| Making a one-off payment into your pension by debit card | 5 April |
It may be possible to withdraw from your ISA or SIPP later than the dates shown, but we can't guarantee it. We recommend aiming for the dates we've given to avoid any issues.
Get things done with MyAviva
When you've checked our dates, you can get those things done quickly and easily yourself (other than adding employer contributions) by logging in to MyAviva.
If you want to add employer contributions, check our FAQ below.
Frequently asked questions
How do I set up a new employer contribution into my pension?
Contact our team for an employer contribution form. This will need to be completed by you and your employer, then returned to our team by emailing myinvestmentportfolio@aviva.com.
I’ve set up an employer contribution before – how do I make another one-off payment?
If your employer's details haven’t changed, we can take instruction from them by email - myinvestmentportfolio@aviva.com. If any details have changed, you'll need to complete a new form - please email us for this.
How do I withdraw from my pension?
You should be able to request withdrawals online by using MyAviva. Please see the guide below for instructions on how to do this.
I’ve requested a withdrawal. What happens next?
Before we can release money from your pension, we need to provide you with an illustration. We'll contact you by email once the illustration is ready for you to review and provide you with instructions that confirm how to proceed with your withdrawal. If you decide to continue with your withdrawal, we'll contact you again by email once your payment has been processed.
How do I make a payment into my policy?
You can set up payments into your SIPP, ISA or Aviva Investment Account online using MyAviva. Please see our guides below on how to do this.
Need help?
If you’re not sure how to do some of the things above, we have a range of useful guides.
Taking money out of your Aviva Pension
Paying money into your Aviva Pension
Making transfers into your Stocks & Shares ISA or Aviva Pension
Buying and selling investments
Get up to speed on tax year end
Our quick and easy articles can help fill in any blanks on the tax year end, and how your ISA, pension or savings allowances work.
Learn about tax year end
Take the time to give your finances a spring clean before tax year end.
Your guide to ISA allowances
ISA rules can be complicated, we'll help you understand them so you can make the most of your allowances.
Tax relief, allowances, and SIPPs
We’ll get you up to speed on allowances and tax rules that could boost your pension pot.
What’s my Personal Savings Allowance?
For most of us, regular savings accounts aren’t tax-free. We’ll help you work out what you could be paying.