James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and investors for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 57,000* investors trust us to look after £24 billion* worth of pension and investment savings.
From the very first day we have challenged industry norms as we’ve responded to changing investor needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.
The Modular iSIPP embraces fair and flexible pricing meaning the investor only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.
We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.
IFG Group plc is listed on the Irish and London Stock Exchanges.
*as at June 2017
Any quotations are correct as at the date of the press release.