Platform upgrade news

Our new next-gen Nucleus Platform is coming on 9th February 2026

We’re nearly ready to bring to market our next generation retirement focused platform, that’s easy to use, simply priced, with the products and functionality you need.

We’re targeting the weekend of 7 and 8 February 2026 for the upgrade to take place. So if you’re an existing James Hay user, you’ll be able to access it from Monday 9 February.

What this means for your firm

This intuitive, app-based tech is enabling us to deliver a flexible platform that’s built around the way you work, with a wider range of products and investment options.  

Straight-forward/joined up processes, auto-population of client data and smart search functions - will save you valuable time. While access to management information and a comprehensive suite of client reports will help improve business efficiency.

Our new Nucleus Platform will be launched to James Hay advisers and their clients on Monday 9 February 2026. The rest of our customers across the Nucleus Group will be moved across over time. 


Which products are being upgraded?

Read about which James Hay products are being upgraded to the new platform (most of them) and which are not (just a few).

Read more about our upgraded products:

The majority of active James Hay products will have a new home on the Nucleus Platform, and the products included in the upgrade are shown in the table below. We’re also taking the opportunity to simplify our product range. 

Current product nameUpgraded product name
Modular iPlan
(Modular iSIPP, Modular ISA and Modular GIA)		Nucleus Modular iPlan
(Modular iSIPP, Modular ISA, Modular GIA, Modular Offshore Bond)
Wrap
(Wrap Investment Portfolio, Wrap SIPP, Wrap ISA, Wrap Offshore Bond)
Private Client SIPP
iSIPPNucleus Flexi SIPP
Life Company SIPPsLife Company SIPPs















Customers with our James Hay Wrap and Private Client SIPP products will upgrade to the comprehensive Nucleus Modular iPlan, along with existing Modular iPlan customers. It'll now include access to an offshore bond, alongside the SIPP, ISA and GIA wrappers already provided.

Please note that as well as the Life Company SIPP products, the Modular iPlan will become closed to new customers. You and your clients can continue to do everything you need to (for example, continue to contribute or make additional transfers in) and add further product wrappers as and when required. 

The iSIPP is being upgraded and renamed Nucleus Flexi SIPP. Existing iSIPP customers will move into the upgraded version and continue to have access to investment manager accounts. 

If any of your clients would prefer not to move to our new terms and conditions for any reason, we’re happy to facilitate a transfer.

Our Partnership SIPP, IPS SIPP products and a very small number of other SIPPs, aren’t upgrading at this time. They’ll continue to be accessed using James Hay Online.

Products not being upgraded

A small number of existing James Hay products are not upgrading to the new Nucleus Platform.

These are:

  • Aviva (Friends Life) scheme
  • IPS SIPP
  • IPS (2008) SIPP
  • IPS Pension Builder SIPP
  • IPS Family SIPP
  • Partnership SIPP
  • Phoenix scheme
  • Sarum scheme


Brand new customers will have access to our new multi wrapper platform and Flexi SIPP.

No changes will be made to Nucleus Wrap products at this time although adviser materials will also be rebranded to adopt our new group identity.
View new product information now

A fresh identity and streamlined structure

We have a vibrant new brand. The concept behind it is ‘rewarding relationships’ – two elements coming together to create something better.

And following the recent growth of our group, we’ve made some changes to how our company is structured.

Read more about our new company structure:

We’ve changed our name to 'Nucleus’ and have a fresh new brand. This transformation is already reflected on our site and will extend to the new platform. In addition, we're consolidating our company structure:

RoleCurrentFuture
Scheme administratorJames Hay Administration CompanyNucleus Financial Services
ISA ManagerJames Hay Wrap Managers
TrusteeJames Hay Pension TrusteesNo change
NomineeJames Hay Wrap Nominee Company Limited
Pension schemeJames Hay Personal Pension Plan











This means that both our terms and conditions and terms of business for the new Nucleus Platform will be under the umbrella of Nucleus Financial Services. However, these legal entity changes have no operational impact on your clients’ Nucleus products.

The James Hay name will live on in our legal structure, SIPP bank accounts and the Trustee for the Nucleus SIPP, so you’ll still see it from time to time.

Find out more about the new Nucleus Platform

Introducing the new platform

A preview of what the new platform will look like and some of the key features.

Please use a desktop for a full experience of Help Hub.

Client overview pages

An overview of how you can manage your clients and their holdings.


Creating a new business application

How to process new business applications.


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:

send us a secure message via James Hay Online
call us on 03455 212 414