James Hay Partnership

Self-Invested Personal Pensions (SIPP)jameshay.co.uk

Company typePrivate
Founded1979
HeadquartersSalisbury, United Kingdom
Headcount501–1,000
GTM typeB2B
OfferingServices

James Hay Partnership firmographics

Firmographics

Name: James Hay Partnership
Legal name: James Hay Partnership
Website: https://jameshay.co.uk
Company type: Private
Founded year: 1979
Operating status: Operating
Headcount range: 501–1,000 employees
Ownership category
akta.pro rank

James Hay Partnership industry classification

Industry

Product category: Self-Invested Personal Pensions (SIPP)
NAICS: Pension Funds (52511), Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
SIC: Investment Advice (6282), Finance Services (6199)
akta.pro primary industry: Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
akta.pro secondary industry: Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

Self invested pensions
Pension administration
SIPP provider
Retirement wealth planning
Adviser platform

Where James Hay Partnership is headquartered

Location

Headquarters

HQ city: Salisbury
HQ country: United Kingdom
HQ region: Europe

Markets served

James Hay Partnership business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others

James Hay Partnership product offering

Product offering

Core offering

James Hay Partnership is one of the UK's largest providers of Self-Invested Personal Pensions (SIPPs), offering retirement wealth planning platforms primarily to financial advisers and individual customers. Established in 1979, the company administers SIPPs with a focus on flexible investment options for retirement savings, serving approximately 5,200 advice firms and around 251,000 customers. James Hay operates as a subsidiary of Nucleus Financial Platforms Limited and is headquartered in Salisbury, United Kingdom.

Product overview

James Hay Partnership operates as part of Nucleus Financial, one of the UK's leading independent groups for investment platforms, products, and wealthtech software. The group offers a comprehensive range of bespoke platform solutions consisting of the Nucleus Platform (next-generation retirement-focused adviser platform), Nucleus Wrap (award-winning wrap platform), James Hay (SIPP products including Partnership SIPP and IPS SIPP), Curtis Banks (SIPP and SSAS products), Talbot and Muir (SSAS with commercial property specialism), Third Financial (Enterprise and AaP solutions), and Dunstan Thomas (technology solutions for wealth management). The company administers £110bn in assets for approximately 251,000 customers across about 5,200 advice firms.

Differentiator

Problem solved

Functional benefit

Brands

Partnership SIPP: Self Invested Personal Pension product offered by James Hay
IPS SIPP

Products and services

Partnership SIPP
IPS SIPP

Companies that use James Hay Partnership

Customer profile

Segments2 records

Ideal customer profiles2 records

James Hay Partnership technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

James Hay Partnership partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

Nucleus FinancialcoreStrategic or Co-development PartnerJames Hay operates as a platform under the Nucleus Financial group, which includes Curtis Banks (SIPP provider), Talbot and Muir (Small Self Administered Schemes), Third Financial (Enterprise and Adviser as a Platform solutions), and Dunstan Thomas (technology solutions). These are affiliated platforms within the same corporate group rather than external partnerships.
Curtis BankscoreStrategic or Co-development PartnerCurtis Banks is one of the largest providers of Self Invested Personal Pensions and Small Self-Administered Schemes in the UK, offering flexible options within the Nucleus group.

Recent moves5 records

Expansion highlights4 records

James Hay Partnership competitors and assessment

Company assessment

Market position

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

James Hay Partnership financial estimates

Financial estimate

Revenue estimate

Valuation estimate

James Hay Partnership leadership team

Management profile

Number of profiles

Profiles1 record

James Hay Partnership funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

James Hay Partnership M&A and investment

M&A and investment

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about James Hay Partnership

What does James Hay Partnership do?

Is James Hay Partnership a public or private company?

James Hay Partnership is a private company. It is classified as corporate owned and is currently operating.

When was James Hay Partnership founded?

James Hay Partnership was founded in 1979. It employs 501 to 1,000 people.

Where is James Hay Partnership based?

James Hay Partnership is headquartered in Salisbury, United Kingdom, in the Europe region.

Does James Hay Partnership have an API?

No public API is recorded for James Hay Partnership.

What industry is James Hay Partnership in?

James Hay Partnership's product category is Self-Invested Personal Pensions (SIPP). Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 52511 and its SIC code is 6282.