Customer support

 Our useful guides and general FAQs are designed to support you on a range topics, covering our online platform, products, investments, transfers, charges, and more. 

Finding a financial adviser

When it comes to wealth-planning for your retirement, we strongly suggest that you seek independent and qualified financial advice.

It's important to note that we don’t offer financial or investment advice and don’t provide our own investments, leaving you and your adviser free to build a pension which works for your retirement goals. We can answer your questions but can’t offer recommendations or make decisions on your behalf, and will not be responsible for the outcomes of your decisions

Making the most of pension freedoms

You can only take advantage of pension freedoms from age 55. Check out our overview of opportunities and risks to make the most of pension freedoms.

Notifying us of a death

Dealing with the death of a loved one can be extremely hard. We're here to help make a difficult time a little easier. Find out how we can support you.

Avoiding pension scams

Find out how to avoid pension scams and keep your pension funds safe by being alert to the tell-tale signs.

Customer FAQs

Explore our FAQs designed to support you on a range of topics, covering our online platform, products, investments, transfers, charges, and more.

Investor guides

Guide to James Hay Online
Information on how to register for a James Hay Online account, as well as a look at what you can do and how.
Guide to taking benefits
Helpful questions about your retirement options when taking pension benefits from your Modular iSIPP
Guide to charges
Information on how to register for a James Hay Online account, as well as a look at what you can do and how.
Guide to contributions
Confirmation of the types of contribution that can be made and how to go about it.
Guide to death and divorce
Find out more about what happens in the event of death or divorce.
Guide to investing
A guide on how to invest in the Investment Centre, Cash Panel, via a third party stockbroker and more.
Guide to transfers in
Transferring an existing pension in to your Modular iSIPP can at times appear complicated. Let our help guide assist you.
Guide to managing product cash
The tools available to effectively manage cash in your product bank accounts.