Questions and answers

You transferred money to a fund. What else should you keep?

Confirm that the money reached the right place, not merely that it left your bank.

Published: 12 November 2026

The short answer

Check receipt and allocation

Ask the provider to confirm receipt and allocation to the correct account and tax year. A transfer instruction is not the fund’s annual tax statement.

Conceptual illustration: You transferred money to a fund. What else should you keep? — Fictional conceptual illustration; not a real client or government office

Keep the evidence

Retain the transfer confirmation and tax contribution statement. Resolve discrepancies early. Do not assume a later deposit can be assigned to the previous year; any exception needs a proper basis and review.

Keep exploring

Before year-end: put your pension and study fund in order How much should a self-employed person pay into a pension?A study fund for the self-employed: what should you check first?Does a study-fund deposit replace pension contributions?

Sources and further information

General information, not a substitute for individual advice. Earlier-year sources explain principles only; their annual amounts and deadlines have not been carried forward.