Platform upgrade news

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

We’re targeting the weekend of 7 and 8 February for the upgrade. Please note, James Hay online will be unavailable over this weekend.

In the weeks before we upgrade some functionality will be temporarily unavailable. Visit the key dates and actions page to see details of the processes affected and deadlines for when instructions need to be completed. In the interim:

You can speak to our contact centre if you need an illustration for an existing client.
To discuss a new business illustration for the new platform, please speak to your Business Development Manager.
You’ll be able to place new business on the new platform from 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 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

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.

Role	Current	Future
Scheme administrator	James Hay Administration Company	Nucleus Financial Services
ISA Manager	James Hay Wrap Managers
Trustee	James Hay Pension Trustees	No change
Nominee	James Hay Wrap Nominee Company Limited
Pension scheme	James Hay Personal Pension Plan