For contributions made between the 6th of the month and the 5th of the following month, the client will receive tax relief on the 21st of the following month after that.

For example, if the client contributes to their pension on the 6th of February, tax relief is applied to their pension on the 21st of April (or the next working day if this falls on a bank holiday or weekend).

The tax relief amount will show within the Transactions list under a ‘Pending’ status and this will move to Completed once it has been applied to the client’s account.

N.B. pre-funding of tax relief is on our roadmap, and we will make an announcement when we have a delivery date for this.