James Hay upgrade
The upgrade of James Hay customers to the new Nucleus Platform is now complete.
This information is for James Hay users who upgraded to the new platform in February 2026. It brings together the key information you might still find useful following the upgrade, including FAQs, copies of the client letters we sent, and the important actions and changes to be aware of.
As communicated to you before the upgrade, any instructions sent after the deadline dates provided for James Hay Online will now need to be re-submitted on the new platform. Our support hub provides all the information you need to get started.
Need help with the new platform?
Our new support hub offers a go-to resource for you and your clients, with a wealth of information, training, and support materials to help you get the best out of the Nucleus platform.
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).
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 name | Upgraded 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 | |
| iSIPP | Nucleus Flexi SIPP |
| Life Company SIPPs | Life 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
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.
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.
Platform status
Our aim has always been to upgrade you and your clients safely and with minimal impact. To help us to do so, we asked a select group of James Hay users to place new business on the new platform ahead of the upgrade, and we carried out four dress rehearsals with thousands of tasks replicated.
However, should you come across any issues, please inform your usual point of contact. We value your feedback and will work to resolve any problems as quickly as possible.
Information regarding any current known issues is published within the platform, ensuring transparency and awareness.
