Advisers

For financial advisers and investment professionals only

At the James Hay Partnership, our relationship with our introducers is of paramount importance to us and we are committed to supporting your business and assisting you in looking after your clients.

With this in mind, we have the following in place to help.

A dedicated Account Executive
Each financial adviser is allocated a dedicated Account Executive, who will handle all the day to day administration of your clients' plans. The Account Executives are available to answer any queries or questions on everyday administration matters.

A dedicated Business Development Manager
Each financial adviser will have a designated Business Development Manager, who acts as the point of liaison for new business enquiries, technical queries, to provide product information and training, attend meetings, meet with clients where necessary and maintain the relationship.

If you need to find out who your Business Development Manager is you can view our Business Development Region Map by clicking here

Due Diligence
The FSA’s paper on Investment Advice and Platforms (March 2010) stated: “We expect firms to undertake due diligence on the platform(s) they intend to use to help ensure the selection is suitable for their clients.” At James Hay we understand that financial advisers have a responsibility to investigate providers on behalf of their clients. If you require further information, please read our Due Diligence Guide.

Financial Strength and Security
The James Hay Partnership is part of the IFG Group, a highly diversified financial services group specialising in the provision of independent financial advisory and administrative services. Headquartered in Dublin, Ireland, IFG Group plc has operations in the UK, Isle of Man, Jersey, Cyprus and Switzerland. IFG Group plc is listed on the Irish and London Stock Exchanges. For more information on James Hay Partnership and the IFG Group, please read our Financial Strength & Experience factsheet and our Guide to the Financial Security of the James Hay Partnership.

Product Comparison
We believe our SIPPs offer the ultimate in flexibility and value for money. Visit our Product Comparison page to see in more detail how James Hay Partnerships' products compare to our competitors.

Service Commitment
James Hay Partnership has been working with financial advisers for over 30 years to administer savings and investments. We therefore understand the importance of consistent, timely and accurate administration. You can view Our Service Commitment by clicking here.

In order for us to accept business introduced via an FSA authorised financial adviser, we will require a Registration of Financial Adviser form to be completed and returned prior to submission of the first application for one of your clients.

To access the Trust Deed and Rules for the James Hay Personal Pension Plan, click here.

If you have any queries, please contact us.