Articles
22 April 2025
P60s for former Equitable Life policyholders have been posted or placed in My Documents in MyUtmost.
P60s for former Reliance Life policyholders are due to be posted by the end of April and policyholders should contact us if they have not received their P60 by the end of May.
Policyholders should also note that from 6 April 2025, HMRC have confirmed that we no longer need to provide the percentage of Standard Lifetime Allowance used on the P60. We instead need to provide the amount of Lump Sum Allowance and Lump Sum and Death Benefit Allowance used when retirement benefits held with us are taken.
Further information about the Lump Sum Allowance can be found on the MoneyHelper website - click here to read this.