Welcome to James Hay

A comprehensive platform to help you manage your clients' retirement wealth online

Starting as the first SIPP provider in the UK, we now offer a range of products and services, including our award-winning Modular iPlan.

Simplifying the tax year end puzzle

Visit our hub for the important dates and deadlines, essential declarations and applications you need to help your clients get tax year end ready.

Higher interest on your clients’ platform cash

To help platform cash work harder in the medium to long term, we offer a choice of fixed term deposits (three months to five years), from a range of banks, with low minimum deposits, offering attractive rates of return.

Illuminate Technical

Designed to boost your knowledge and fine-tune your expertise, Illuminate Technical gives you access to factsheets, comprehensive guides and the latest insights directly from the minds of our Technical Support team.

We are the Nucleus Financial Platforms group and we help make retirement more rewarding

By harnessing Nucleus Wrap, James Hay, Curtis Banks, Talbot and Muir, Dunstan Thomas and Third Financial, we’re building the best retirement focused adviser platforms group in the UK.

44
Assets under administration
160
Customers
1
Advice firms

The platform - James Hay online

Our robust and flexible platform, underpinned by market-leading technical support, provides you with the tools you need to efficiently manage your clients' wealth.

Our Modular iPlan proposition gives you access to our SIPP, ISA and GIA wrappers.  You'll have access to a wide range of investment choices, including the Managed Portfolio Panel, Investment Centre, commercial property and more.

James Hay Online includes the following features:

  • Review client’s portfolio of assets across asset classes, most of which are valued daily and reconciled monthly.
  • Generate illustrations.
  • Apply using eSignature to remove cost and delays.
  • Manage clients' cash position using cash alerts and regular, automated investment instructions.​​​​​​​

Due diligence - Working in partnership

HPS Investment Partners, a major US private equity provider, is the majority shareholder of our parent company - the Nucleus Financial Platforms group. In September 2022, they joined our existing shareholder Epiris, which has retained a significant minority stake. 

Our profitability, financial strength, along with the investment and expertise from HPS Investment Partners and Epiris, enable us to keep investing in our services, technology and people, to meet the developing needs of the advisers who support us.


Investments

Discover our wide range of investment options and solutions, all supported by our online platform, to help you manage your clients’ wealth.


FAQs

If you require further information or can't find what you're looking for, visit our frequently asked questions page.



Literature

Find all the documents you need for your chosen products including subscription forms, key features and more.

Find your Business Development Manager

For relationship enquiries or for a demo of our platform, your Business Development Manager is ready to help.