Quote & Apply
Servicing
Everything you need in one place
Tax year end is a busy time of year for us all so to help you we have created this hub which covers everything you need from submitting requests to our cut off dates for each department and our most frequently asked questions.Income requests with no ad-hoc adviser fees
Income requests can be requested over the phone if no ad-hoc adviser fee is required. Please call us to arrange this on:
0800 032 2990 (option 2)
Lines open 9am - 5pm Monday to Friday
For TextDirect: first dial 18001
Calls are recorded and may be monitored for training and audit purposes.
Useful info and key dates
New Business
- 12pm 4 April 2025 - Completed application, supporting documents and transfer must all be received by the stated time and date to be processed within the 24/25 tax year.
- 27 March 2025 - Cheques must be received by this date to be processed.
Bank transfers
When sending bank transfers please remember to quote the clients plan reference number:
Account Name: NMPTL Client Money
Account Number: 21718060
Sort Code: 15-10-00
Cheques
Please send cheques to:
LV= New Business Team
Pease House
Tilehouse Street
Hitchin
SG5 2DX
To be received by 27 March 2025
Smoothed Managed Funds ISAs
- 12pm 4 April 2025 - Application, funds, and all outstanding information/documentation (bank statements, gifting form etc) to be received.
Bank transfers
When sending bank transfers please remember to quote the clients plan reference number:
Account Name: LVFS Ltd
Account Number: 83340295
Sort Code: 20-00-00
Cheques
Please send cheques to:
LV= SMF Team
County Gates
Bournemouth
BH1 2NF
To be received by 27 March 2025
Drawdown
All outstanding info must be received by these dates:
- 7 March 2025 12.30pm - Requests from external investments must be received.
- 14 March 2025 12.30pm - Requests from internal investments must be received.
LV= Platform Services key dates and deadlines
We want to ensure you have all the key dates and deadlines you need for LV= Platform Services. If you have any questions, please email [email protected].
Bank details
Bank: Metrobank
Account name: EISL Client Collections Account
Account number: 21862465
Sort Code: 23-05-80
Client Reference: LV1234567-001 (sub-account code to change depending on required sub-account Pension / ISA / GIA).
Cheques
Please make cheques payable to ‘EISL CLIENT COLLECTIONS ACCOUNT’, with the client’s account reference specified on the back of the cheque, for example: LV1234567-001.
Embark Investment Services Ltd
PO Box 24065
1 Tanfield
Edinburgh
EH3 1EY
Pension / ISA / GIA contributions
- 14th March 2025 - New Direct Debit Mandates that need to be set-up before the end of tax year must be entered, bank account authorised and received by the Platform via email or post.
- 24 March 2025 - Cheque Payments – cheques should be sent to the appropriate address and with the clients account reference specified on the back of the cheque: LV1234567-001.
- 3 April 2025 close of business - Contributions for the 2024/25 tax year must be received into Embark's bank account, including Direct Credit and Bank Transfers.
- Bank Transfers can take up to 5 working days depending on the bank.
- Please ensure the client’s account is open on the platform, the payment is made to the correct bank account, and the full reference, including the sub-account reference, is completed. For example: LV1234567-001.
Regular pension income
- 19 March 2025 - Any new or regular income amendments, input or changes keyed and relevant funds cleared in the cash account.
Bed and ISA instructions
- 22 March 2025 - Please complete all Bed & ISA instructions on or before 22nd March to ensure the process completes in the current tax year.
UFPLS / One-off pension income
- 26 March 2025 at 11am - Monies to be cleared in cash within the pension (including any investment sale proceeds) and requests keyed on the platform.
PCLS
- 4 April 2025 11am - Monies to be cleared in cash within the pension (including any investment sale proceeds) and relevant funds cleared in the cash account.
ISA / GIA withdrawals and internal payments
- 4 April 2025 11am - monies to be cleared in cash within the ISA/GIA (including any investment sale proceeds) and requests keyed on the platform.
Frequently Asked Questions
We have collated all our most common questions around tax year end and listed these below with the answers to save you having to contact us.