Tax year end is just 8 weeks away and so to help with your preparations we wanted to share some key information.
As a digital-first investment platform, our recommendation is to submit applications as early as possible via the Portal. As you are aware, through 2025, SS&C Hubwise introduced additional AML and Bank Account verification on investor accounts. This may add additional time to the process where a case is referred and information is required prior to any investment being processed. Please bear this in mind when looking at cut off times covered below. More information on our AML processes can be found on this link:
We require expectations and funds to have been submitted by 26th March. We will continue to process funds received after this date, provided they are
- cleared by 18:00 on 2nd April
- received from the nominated bank details
- have a corresponding expectation in place
Any funds sent after 18:00 on 2nd April will not be cleared by the bank until the following working day and will therefore not be available for the 2025/2026 tax year.
In line with our normal procedures, money received from an account that is not the nominated bank account, will need to go through an additional validation step. To avoid this, we would ask that you ensure investors only use their nominated bank account. Where this is not possible, please see the deadline noted below for providing secondary bank account information.
The expectation submitted must be fully and correctly submitted via the Portal (i.e. exactly match the funds sent/received).
Our preference as always, is for investors to pay electronically wherever possible. If a cheque is the only option, please ensure that these are received by us by Friday 20th March.
Please note that we are unable to confirm receipt of funds same day. Our bank statements update overnight, so any payments will not be visible until the next working day.
Transaction | Date |
Bed and ISA Bed and JISA Bed and SIPP
| Friday 13th March Anything after 13th March cannot be guaranteed |
New regular contributions – 1st April 2026 collection date
| Friday 13th March |
SIPP Income and UFPLS drawdown payments
| Friday 20th March |
New applications
| Friday 20th March |
Cheque Payments
| Friday 20th March |
Providing secondary bank account information
| Friday 20th March |
Electronic Payments (top up to an existing account)
| Thursday 26th March |
SIPP one-off PCLS payments
| Guaranteed payment submissions by 31st March Best endeavours submissions accepted up to 2nd April |
For any cut off dates and times for our third-party product providers, please contact them directly as their timescales may differ.
Tax Year End Freshdesk Queries
To ensure we can identify your Tax Year End requests on Freshdesk as quickly as possible, we have re-activated the Tax Year End (TYE) indicator. Could you please use this where appropriate. This can be selected when raising a new ticket as shown in the below screen shot:
For urgent queries and escalations, you can contact our Customer Services Team on the numbers below (Mon-Fri 9am to 5pm)
Please note we are closed for the Easter break on Friday 3rd April and Monday 6th April.
SS&C Hubwise Customer Services
0203 975 7428
0845 783 5500
For more information on our online application processes, please visit the “How to Guides” on the Knowledge Base - How to guides : Knowledge base- How to guides : Knowledge base
Kind regards,
Anil Dala
Chief Operating Officer, SS&C Hubwise
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