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James Hay

James Hay Partnership, a platform with a focus on retirement wealth planning, has been working with financial advisers and investors for over 35 years to administer pensions, savings and investments.

The Modular iPlan offers SIPP, ISA and GIA solutions. The iPlan uses the modular approach that began when the stand-alone Modular iSIPP was launched in early 2013. It allows investors to switch investment options on and off to suit their specific investment needs and ensures they only pay for what they use, and only while they use it.

James Hay does not apply a dealing charge for investing in ETFs, but there are associated stockbroker charges. Users can choose their own or from the James Hay panel (Selftrade and Stocktrade). For the purposes of the calculator, Selftrade charges have been used to give users an idea of potential costs.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
ETCs, PIBs, Warrants, VCTs, Structured products, NS&Is
Research, Tools and Information
Data and tools
Online applications with e-signature technology, online investment centre trading and tracking, performance reporting, cross client analysis, model portfolio & rebalancing tool, bulk switching, secure messaging, cash alerts, platform demos & user guides.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds (0-£299,999)0.25%
Funds (£300,000-£599,999)0.20%
Funds (£600,000 - £999,999)0.15%
Funds (£1,000,000 - £1,499,999)0.05%
Funds (£1,500,000+)0.01%
SIPPAnnual admin charge for SIPP: £184 or free where more than £200k is maintained in qualifying investments.
Exchange-traded investment dealing charge£15.00 per transaction. Charge is indicative based on Selftrade and may vary depending on the Investment Manager/Stockbroker used.
Investment manager/Stockbroker set up chargeFree for on-panel (Selftrade and Stocktrade). £100 for off-panel (on-completion of set up).
Annual investment manager/Stockbroker account charge£21 for on-panel. £74 for off-panel, annually in advance.

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Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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