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.
Upgrading your clients to the new Nucleus Platform
We’re preparing to bring to market a next generation retirement focused platform, that’s easy to use, simply priced, with the products and functionality you need.
Over the next few months, we’ll be working to upgrade both you and your clients to the new platform.
Help your clients get a head start on the new tax year
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.
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.
