SIPP

Emergency Budget Update

24 June 2010

George Osborne’s first and much speculated ‘unavoidable’ budget was as very much as predicted. The focus has been on the increases in VAT and CGT…

James Hay and IPS Offer Combined Business Development Team

09 June 2010

Following on from the acquisition of James Hay by IFG Group in March, James Hay and The IPS Partnership now operate an integrated Business Development…

Refund of excess pension Contribution - Update

24 March 2010

Further to our plans, announced on 20 th November 2009 & updated on 9 th March 2010, we confirm that we will allow…

IFG Group plc completes the acquisition of James Hay

09 March 2010

On March 10th IFG Group plc (IFG) completed the acquisition of James Hay from Santander Private Banking UK Ltd. As the new Managing Director of…

Refund of excess pension contribution - update

09 March 2010

As announced in the 2009 pre-budget report, the anti-forestalling legislation has been extended. This extension will be contained in the Finance Bill 2010, and will…

Tax Year End 2009/2010 - Important Information

15 February 2010

The end of the current tax year falls over the Easter Bank Holiday weekend this year. If you want to make a contribution in…

Increase in Minimum Pension Age

25 January 2010

With effect from 6 th April 2010, the HM Revenue and Customs rules governing pension schemes will change. This change increases the normal minimum…

Sale of James Hay to IFG - Questions & Answers

21 January 2010

Why are Santander selling James Hay? Santander in the UK has been completing a full review of its activities to assess…

Announcement of Sale of James Hay to IFG

15 December 2009

Santander in the UK has been completing a full review of its activities to assess and establish the core areas of focus for the businesses…

James Hay wins 'Best SIPP provider 2009'

02 December 2009

James Hay is delighted to have been awarded, for the second year running, Best SIPP Provider 2009 by Shares magazine. …

Refund of excess pension contribution paid in 2009/10 & 2010/11

20 November 2009

We are pleased to confirm that, subject to a charge to cover our administration costs, we intend to offer members of the James Hay SIPP…

James Hay Adds 50 New Funds to SIPP & Wrap Platform

05 November 2009

Funds include Royal London Cash fund and Schroders Global Managed Currency fund. Over 90% of the funds offered have no Initial charge. …

Royal Mail Strikes. Your Post From James Hay

23 October 2009

As you may be aware, the ongoing strikes by the Communication Workers Union (CMU) are continuing to cause postal delays across the country. We…

The latest SPBUK Financial Security Update

24 August 2009

Santander continues to perform well, despite market conditions. Click here for the latest information on our financial position. Download the…

Santander to Rebrand its UK Businesses

27 May 2009

Today it has been announced that Santander is to rebrand its major high street banks. James Hay is proud to be part of…

IMPORTANT Enhanced and Primary Protection Deadline

17 March 2009

The deadline for seeking enhanced and primary protection under pension simplification on your SIPP is drawing near, ALL applications are required to be with the…

Exits restricted on the Norwich Union/Aviva Property fund

12 March 2009

James Hay has been advised that exits are now being restricted on the Norwich Union/Aviva Property Fund. This is effective from 22 nd January…

Standard Life announces payments for benefit of Pension Sterling Fund customers

02 March 2009

Further to our previous announcement regarding the Standard Life Sterling Deposit Fund, we can now confirm that a further communication has…

Announcement in relation to the James Hay/Cater Allen Selected UK Banking plans

06 February 2009

Should any UK Bank, included in a basket of shares for the purposes of a Cater Allen or James Hay Structured Product become nationalised, Abbey…

Changes to Acceptance of Trade Instructions

27 January 2009

IMPORTANT MESSAGE January 2008: We would like to make you aware of changes made to our operational procedures to standardise our processes when placing trade…

Contributions to Tax Year 2008/09

26 January 2009

SIPP New Applications and Ad Hoc Contributions If you are intending to submit a new application or make an ad hoc contribution to an…

Standard Life Pension Sterling Fund Communication

20 January 2009

Standard Life have posted a communication on their website confirming a drop of 5% in the value of their Pension Sterling Fund. Standard Life…

Changes to Illustration Projection Rates

15 December 2008

Following an internal review of our Illustration projection rates, as recommended in the recently published report by the FSA on their thematic review of the…

Changes to Cancellation Rights

26 November 2008

Following a review of our processes, cancellation rights will no longer apply to contributions received into a members pension plan. As a result, this…

James Hay to accept protected rights transfers from 1 October 2008

08 September 2008

From 1 October 2008, James Hay, the UK's largest Self Invested Personal Pensions (SIPP) provider, will be accepting protected rights transfers . …

The James Hay Selected UK Banking Plan

17 June 2008

Offer closes: 28 July 2008 Attracted by long-term prospects in the UK Banking Sector, but concerned about short-term volatility? The…

Revised Non Investment Centre Instruction to Trade Form now available

12 May 2008

Following the successful launch of our Non Investment Centre Instruction to Trade form in January this year, we have recently completed a review of the…

Switching to eSIPP - delivering more benefits for both clients and Financial Advisers

17 April 2008

Extensive enhancement and development of our eSIPP means it now offers improved functionality and investment flexibility that could meet most clients' needs - particularly those…

SIPP Ad Hoc Contributions

03 March 2008

If you are intending to make an ad hoc contribution in the current tax year, James Hay must be in receipt of your payment no…

James Hay announces new Investment Centre Offer

19 February 2008

James Hay is pleased to announce the introduction of the Financial Adviser Offer on Investment Centre funds. The offer will enable Financial Adviser(s) to receive…

James Hay Awarded 5 Star Defaqto Rating

01 February 2008

James Hay is delighted to be awarded the prestigious 5 star rating from Defaqto for both its Private Client and Select SIPP. Defaqto…

Special Deposit Account

28 January 2008

With effect from 17th March 2008, provision of the Special Deposit Account facility for James Hay SIPP and Wrap will move from Abbey National plc…

Competition Winner

24 December 2007

The winner of the Nintendo Wii Games Console in our Q4 eNewsletter competition was Chris Spear of BHP Financial Services Limited, Sheffield.

Mind The Gender Gap - Men Continue To Dominate SIPPs

01 November 2007

85 per cent of SIPPs are held by men (1) Women far more likely to have Wraps…

New EU legislation for financial markets

31 October 2007

From 1st November 2007, new legislation comes in to force across the EU known as the Markets in Financial Instruments Directive (MiFID), with the aim…

An exceptional record of achievement

24 October 2007

After a season in which Lewis Hamilton has scored more points, secured more pole positions, and celebrated more podium finishes than any other driver in…

Changes to Cancellation Periods

11 September 2007

Following a review of the cancellation processes within James Hay, we are now able to invest all transfers and contributions immediately once the monies have…

When is A Sipp not A Sipp?

14 August 2007

James Hay discusses issue of "deferred SIPPs" SIPP figures could be artificially inflating market size …

James Hay Reveals What Investors are Banking on for Retirement

06 August 2007

Favourite investments revealed by UK's largest SIPP provider Most detailed view yet of where people are investing for their…

Fine-tuning risk is key to managing flexible retirement income

06 August 2007

The move to flexible retirement income solutions continues apace, no doubt given a boost by the fact that income drawdown is now a mainstream option…

James Hay Welcomes Arctic Systems Decision

25 July 2007

House of Lords decision is great news for spousal companies Decision saves company with £100,000 turnover around £7835…

Will the real SIPP please stand up?

01 July 2007

Near-SIPPs and Sippalikes may help tempt entrepreneurially-minded clients on a budget, but will they last a lifetime? Better not to find out, says Shaun…

Chris Smeaton talks about the benefits of using the James Hay Investment Centre...

08 June 2007

The James Hay Investment Centre not only provides access to competitively priced funds across three separate fund ranges but many other benefits: …

The introduction of cancellation notices

30 April 2007

SIPP regulation is supposed to increase confidence and professionalism in the pensions industry and with the operation of all personal pension schemes regulated for the…

Chris Smeaton talks about the company's pioneering role in SIPPs and how it has given clients greater control...

17 April 2007

Flexibility and investment choice are the key benefits for IFAs advising clients to take out a self-invested personal pension, according to Chris Smeaton, propositions and e-commerce…

SIPP Regulation

05 April 2007

From today, 6 April 2007, all SIPPs will become regulated under the Financial Services and Markets Act 2000 (FSMA). James Hay Administration Company Limited, the…

James Hay warns new SIPP cancellation rule means investor could miss out on pensions performance

03 April 2007

Investors need to request a waiver to ensure funds are fully invested. James Hay, the UK's leading Self Invested Personal Pension (SIPP) provider, today…

Regulation - SIPP and Wrap Literature Updates

12 March 2007

From 6th April 2007, SIPPs will become a regulated product. As a result we are currently in the process of updating our literature and, whilst…

Pensions Simplification - one year on

01 March 2007

As we are approaching the first anniversary of the introduction of Pensions Simplification this would seem an ideal time to review the first year and…

James Hay participates in Pensions Management's SIPP Q&A

01 March 2007

March's edition of Pensions Management includes a supplement focusing on SIPP. Sponsors include James Hay, J P Morgan, Prudential and Scottish Equitable. James Hay's responses…

James Hay SIPP granted authorisation by the FSA

27 February 2007

James Hay, the UK's leading SIPP provider will be authorised by the FSA for SIPP business from 6 April 2007. Stefano Del Federico, UK…

James Hay wins the 2007 Professional Adviser award for Best SIPP Provider

21 February 2007

The Professional Adviser awards are nominated and voted on by Financial Advisers. This means that they represent the views of the people at…

Changes to the pensions regime on A-Day have opened up some terrific opportunities for IFAs and their clients

31 August 2006

SIPPs have been in the news a lot during 2006. Changes to the pensions regime on A-day have opened up some terrific opportunities for IFAs…

Jan Regnart participates in Pensions Management's SIPPs Q&A

26 June 2006

June's edition of Pensions Management addresses issues arising out of pension simplification and the impact on the SIPP market. Jan Regnart, Managing…