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Tax packs for the 2020/21 financial year
Please note that tax packs for the 2020/21 financial year will be sent to our relevant customers by the middle of August.
View other key dates
The sale of our SSAS business has completed
Another step in the transformation of our business is the sale of our SSAS book to Westbridge SSAS. We’ve written to affected scheme contacts with details of the transfer.
Find out more
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.
Find out more
Making transfers simpler
We are making improvements to our in-specie transfer process and James Hay Online functionality.
Find out more
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 2021, we were trusted by over 57,000 customers.
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Keeping your pension funds safe
Read our top tips for avoiding pension scams.
Keeping you informed
From taking advantage of your unused pension allowance to making the most of Capital Gains Tax exemptions
The Pensions Advisory Service provides guidance on a range of pension matters when things change
Find out more about the different ways we can support you