Welcome to Help Hub
Welcome to Help Hub
The new platform is almost here!
The new Nucleus Platform - better for you, better for your clients
Using the latest tech, our new retirement platform includes more digital processing, e-signatures, instant reports, improved model portfolios, online drawdown, pre-funded pension tax relief, and a suite of new tools.
Watch our video to find out more about our new digital first platform, and how it will help make retirement more rewarding for you and your clients.
Please note, we’ll be moving existing James Hay users across to the new platform first, with a phased approach for our other clients.
We’ve set the date for the new platform!
Exciting news – we’re targeting the weekend of 7 and 8 February 2026 for the upgrade. Current James Hay users will be able to access it from Monday 9 February.
With a wide range of products, tools, and investment options, digital processes, and less paper, we’re looking forward to bringing you our new market-leading solution and hearing how it’s helping you to deliver better client outcomes.
As we move towards the upgrade weekend of 7 and 8 February, please be aware there will be some temporary changes to service.
Market leading technology - designed with you in mind
We remain committed to supporting advisers, so our new platform is designed based on your feedback and with your needs in mind.
Accessing the platform
Logging in
If you're part of our exclusive preview of the new Nucleus Platform, we'll register you to have an online account.
We recommend you speak with your firms' master user to get your username and password details. Then either select the button below, or go to the Platform logins button at the top of the screen and choose the new Nucleus Platform.
User roles
With six level of access available, you're always in control.
On hand to support you every step of the way
We’ve developed a library of resources to support you in familiarising yourself with the new Nucleus Platform, including a range of guides and helpsheets.
We're here to help
Your success is our priority. If you've further questions, please don't hesitate to contact your Business Development Manager.
Other ways to contact us:
