Customer upgrade support
Our products
As part of the upgrade, we’ve refreshed our product range.
The table below shows how our James Hay product suite maps to the Nucleus product suite:
| James Hay product name | Nucleus product name |
|---|---|
| Modular iPlan (Modular iSIPP, Modular ISA and Modular GIA) | Nucleus Modular iPlan 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 |
You can view the key features document for your upgraded products on the Letters and T&Cs page.
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
We're here to help
If you've further questions, please don't hesitate to contact us.
send us a secure message via James Hay Online
email us at ask@nucleusfinancial.com
call us on 03455 212 414
