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Welcome to James Hay Partnership

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Confirmation of offer to acquire Nucleus

We’ve announced a cash offer to acquire Nucleus plc. If completed, the transaction will combine our expertise to create one of the UK’s leading independent adviser platforms.

<h2><strong>Confirmation of offer to acquire Nucleus</strong></h2>

End of tax year deadlines

The current tax year ends on 5th April 2021. View our key deadlines to get the most from this year’s tax allowances.

<h2><strong>End of tax year deadlines</strong></h2>

Making transfers simpler

We are making improvements to our in-specie transfer process and James Hay Online functionality.

<h2>Making transfers simpler</h2>

Introducing 'Investment Pathways'

Assessing your investment strategy is an important part of making withdrawals from a pension.

<h2>Introducing 'Investment Pathways'</h2>

Brexit impact

The UK has now left the EU. Our updated FAQs share our understanding of the impact on our service and products.

<h2><strong>Brexit impact</strong></h2>

Making payments in

From 1 January, we can no longer accept cheques for payments into your products. Direct Debits and electronic transfers can be made to the bank details found in your James Hay Online account.

<h2>Making payments in</h2>

Frequently Asked Questions

We have updated our Frequently Asked Questions page to provide answers to some of your most common queries.

<h2>Frequently Asked Questions</h2>

Support during Coronavirus

Please visit our new Frequently Asked Questions page to see how we can support you at this time.

<h2>Support during Coronavirus</h2>

Notifying us of an income change?

Make sure you check our list of cut-off dates to get your request in on time.

<h2>Notifying us of an income change?</h2>

Welcome to James Hay, the secure and flexible approach to your retirement wealth planning.

We provide the tools and expertise for you to manage your savings and investments, all in one place.

In 2019, we were trusted by over 58,000 customers.

What would you like to do?

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View our products

Find out about the products and services available.

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View your products

Manage your products with James Hay Online.

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Access
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Find any documents for your products.

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Explore retirement

Make the most of your pension freedoms.

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Keeping you informed

Top tips for Tax Year End

Things to consider for the change of the tax year

Change in circumstance?

The Pensions Advisory Service provides guidance on a range of pension matters when things change

Need assistance?

Find out more about the different ways we can support you