How it works

Make a claim in 5 simple steps

The process couldn’t be simpler. If you are a higher or additional rate taxpayer, paying into a “Relief at Source” pension you won’t automatically get full tax relief on any payments into the scheme.

The good news is we can reclaim this for you. All you have to do is follow the five simple steps below. Once completed, we’ll submit your claim to HMRC.

As soon as we receive your repayment from HMRC, we’ll deduct our fee and pay the rest straight into your bank account


Step 1

Answer a few quick questions to ensure you are eligible.

forms of ID<br />

Step 2

Upload a form of ID that includes your photo

annual pension statement<br />

Step 3

Provide your P60 and annual pension statement and authorise us to act on your behalf

team will review<br />

Step 4

Our team will review and submit your claim to HMRC

tax refund<br />

Step 5

Receive your tax refund, directly into your bank