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.
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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.
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Making transfers simpler
We are making improvements to our in-specie transfer process and James Hay Online functionality.
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Introducing 'Investment Pathways'
Assessing your investment strategy is an important part of making withdrawals from a pension.
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Brexit impact
The UK has now left the EU. Our updated FAQs share our understanding of the impact on our service and products.
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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.
Find out how
Frequently Asked Questions
We have updated our Frequently Asked Questions page to provide answers to some of your most common queries.
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Support during Coronavirus
Please visit our new Frequently Asked Questions page to see how we can support you at this time.
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Notifying us of an income change?
Make sure you check our list of cut-off dates to get your request in on time.
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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.
Find out why
What would you like to do?
Keeping you informed
Change in circumstance?
The Pensions Advisory Service provides guidance on a range of pension matters when things change