Everything you need to know

We have created six expert video guides to take you through the process of applying for a Modular iPlan. In these short videos, we will show you how to set up a James Hay Online account, add a SIPP, ISA and/or GIA to your iPlan and complete your application using an e-signature.

Simply select the video below for your next steps to setting up a Modular iPlan.

Register for a James Hay Online account

Before you apply for a Modular iPlan, you will need to register for a James Hay Online account. This short guide will take you through setting up an account using a secure username and password.

 

Step 1: Apply for a Modular iPlan

In this video guide, we will guide you through adding your personal and employment details to your application.

It is important to note that before you apply, you will need to have your National Insurance number to hand along with details of any existing pensions you wish to transfer (if applicable).

 

Step 2: Adding a SIPP to your Modular iPlan

Adding a SIPP to your Modular iPlan account is easy. We have created a quick guide to take you through the process so you know what you will need to apply and the minimum requirements.

To apply for a SIPP, you will need your bank account details and details of any transfers or contributions you wish to make (if applicable).

 

Step 3: Adding an ISA to your Modular iPlan

Once you have set up your SIPP, you are free to add an ISA for no extra set-up charge. In this short guide we will show you how to do this online.

To apply for an ISA, you will need your bank account details and details of any transfers or contributions you with to make (if applicable).

 

Step 4: Adding a GIA to your Modular iPlan

You can add a GIA to your Modular iPlan at any time for no extra set-up fee as long as you have a SIPP account held with us.

To apply for a GIA, you will need your bank account details and details of any transfers or contributions you wish to make (if applicable).

 

Step 5: Using e-signature to complete your application

The quickest way to complete your application is with an e-signature. In this short guide we will show you how to do this and what you will need.

Please note: you will need to enter your email address when setting up a Modular iPlan account in order to use an e-signature.