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As a profitable business, we continue to invest in our proprietary technology, develop and improve our service to advisers and investors, with an ongoing focus on enhancing the user experience to create a digital platform for the future.
Alastair Conway, CEO
The direction we’ve taken in evolving and growing our business matches perfectly with the highly sophisticated digital solution that IG brings to the UK market
Chris Smeaton, Director of Commercial and Strategy
It’s important that investors have plenty of choice when it comes to planning for retirement.
Chris Smeaton, Director of Commercial and Strategy
We are very pleased with our progress in 2015, as reported by the IFG Group today, and are showing the benefits of key investments made in the business over the recent past. Looking forward, we will continue to enhance our service and proposition as we broaden our business to realise our goal to be the leading independent platform for retirement wealth planning.
Alastair Conway, James Hay CEO
The restructuring of Customer Services and the creation of the dedicated expert technical support function are the first steps in our ambition of establishing a Centre of Excellence – we’ve got a unique opportunity here and we’re aiming high
Alastair Conway
There are many, many reasons for jumping at the chance to join James Hay, not least of which is the fact that while other platforms will be distracted by Sunset, James Hay has had 100 per cent discrete charging for many years now which means the change team can focus on the areas our clients have told us are important to them.
David Anderson
Whilst other platforms are having to focus on making sure they’re ready for Sunset, concerned with re-tooling or struggle to make a profit, we’re fortunate not only to have been Sunset-ready since the word go but we also own our IT infrastructure. Those two facts, coupled with a financially robust parent which is committed to the UK platform market, means we’re able to re-invest back into the business. This latest new hires all focus on providing our customers with more support and is just one area where that investment can be seen.
Paul Bagley
With all of the recent changes to the retirement market it’s a great time to join a thriving platform with such an impressive SIPP pedigree.
Penny Garnett
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Digital drive contributes to profitable H1 as platform now exceeds £20bn AUA

H1 profits up 11% at James Hay, the platform for retirement wealth planning, and assets under administration (AUA) break £20bn, thanks in part to the platform’s continued digital and operational efficiency drives.H1 highlights included: · Assets under administration up to £20.3 billion as at 30th June, up 16% compared to the same time last year · Adjusted operating profit up 11% (vs H1 2015) to £4.2 million · Achieved ‘Excellent’ FinalytiQ rating for SIPP financial security · Awarded CoreData ‘Rapid Riser’ for 2016 for being most improved platform CEO Alastair Conway said: “

IG selects James Hay for digital SIPP partnership

James Hay, the platform for retirement wealth planning, has agreed a strategic partnership with IG Markets, the online trading provider, which will see IG offering an online SIPP as part of its new stockbroking service.IG has selected James Hay based on the advanced technology that supports its SIPP solutions enabling investors to apply, invest and manage their SIPP completely online without the need for wet signatures or complex forms. IG will be using the digital SIPP platform from James Hay for its new stockbroking service which offers trading at £8 per trade, falling to £5 per trade

James Hay launches PAIFs on platform

James Hay, the platform for retirement wealth planning, is to offer access to Property Authorised Investment Funds (PAIFs) with immediate effect.As one of only a handful of platforms offering PAIFs, James Hay will have a selection of PAIFs available with advisers being able to request others to be added at a later date. The funds will be available on the platform’s Investment Centre through the SIPP, ISA, Offshore Bond, and General Investment Account products. PAIFs allow tax-exempt investors more tax-efficient access to regulated collective investment in property. When investing directly

James Hay continues strong growth momentum

We are pleased to announce that James Hay reported strong growth in customers, assets, revenues and profits in 2015: · New SIPPs during the year up 92% to 12,084 · Net inflows of client investments of £3.1 billion (up from £1 billion in 2014) · Assets under administration for clients up 19% to £19.5 billion · Revenue up 19% to £43.8 million · Profits up 70% to £9.8 million In 2015, James Hay continued to innovate to improve our proposition to customers and their advisers in the IFA market and looks forward to continued growth: · Launched new Managed

Further plans announced to enhance adviser usability, online services and adviser support

James Hay Partnership, the platform for retirement wealth planning, today announces its latest initiative on its journey to being considered by advisers as a Centre of Excellence.Following several online initiatives at the turn of the year, the next phase, to be rolled out on 1st May, will focus on Customer Services. The restructuring of Customer Services was prioritised as the increased volume and duration of calls off the back of pension flexibility exposed a weakness in being able to handle spikes of that scale while maintaining consistently high service levels. The lessons learned

David Anderson appointed Head of Change Management

James Hay Partnership, the platform for retirement wealth planning, has appointed David Anderson as Head of Change Management. Anderson joins from platform technology provider FNZ where he was Head of Delivery (Europe) and brings to this new role extensive platform expertise, honed over seven years at FNZ and Standard Life Wrap. He will be applying the breadth of that experience to supporting the delivery of James Hay’s ambitious 2016/17 roadmap, heading up a team of 30 Change Professionals. Anderson will report into Chief Operating Officer, David Page. Page, commenting on

James Hay bulks up Sales teams

James Hay Partnership, the platform for retirement wealth planning, has bulked up its Sales department with the addition of Platform Consultants and new appointments to its Strategic Account Manager and Business Development Manager teams.James Hay Partnership, the platform for retirement wealth planning, has bulked up its Sales department with the addition of Platform Consultants and new appointments to its Strategic Account Manager and Business Development Manager teams. The platform has appointed Sam Turner and David Lucas as Platform Consultants providing face to face technical

James Hay appoints HR Director

James Hay Partnership, the platform for retirement wealth planning, has appointed Penny Garnett as HR Director. Garnett, who joined the platform at the start of October, has been an HR Director for 15 years across a wide range of sectors, from hospital and healthcare with HCA International to entertainment with The Walt Disney Company and recently as Head of Employee & Industrial Relations at the BBC. CEO Alastair Conway said: “We’re very excited to have Penny on board and I’m confident that her breadth and depth of experience, coupled with her drive, energy and cracking sense

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