Platform upgrade news

Want to know more?

You may have reached this page from one of our dedicated platform upgrade newsletters which spotlight key information you’ll want to be aware of in the lead up to the changes. 

If you haven’t received these newsletters but would like to, please speak with your Business Development Manager.

Supporting you

Access valuable upgrade resources

We're committed to making sure your upgrade to the Nucleus Platform is as smooth as possible. Here's how we’re supporting you and your clients:

Adviser Help Hub

Here you’ll find:  

  • a wealth of information and resources.
  • up-to-date information on important dates.  
  • Coming soon - helpful guides and videos that explain how the Nucleus Platform works.

Product literature

Visit our literature library for all of the forms and guides you’ll need to manage your clients’ products following the upgrade.

Client communication

Copies of the letters we've sent to your clients before the move will be available on James Hay Online. After the upgrade, you can access them from the Nucleus platform, ensuring you have all our communications to hand.

Customer upgrade support

A dedicated web page is available to support your clients throughout the upgrade, providing them with the information they need. Please encourage your clients to make use of these resources.

Platform status

At Nucleus, we’re focused on delivering a user-friendly platform and to responding promptly to any unexpected issues.

Information regarding any known issues will be published within the platform, ensuring transparency and awareness. If you come across any new issues, please inform your usual point of contact. We value your feedback and will work diligently to resolve any problems as quickly as possible.

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