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James Hay Partnership

Nucleus announces acquisition of Curtis Banks Group for £242m

Platforms

Nucleus announces acquisition of Curtis Banks Group for £242m

Deal aims to create the UK’s leading platform exclusively for advisers

clock 06 January 2023 • 2 min read

Tax Planning

Neil MacGillivray: Common sense (finally) prevails on IHT

Supreme Court ruling

clock 22 September 2020 • 4 min read

Retirement

Ex-James Hay CIO joins SIPP tech provider

Delta launches SIPP app

clock 07 February 2017 • 3 min read

Pensions

Will flat-rate tax relief make pensions even more complex?

Keeping it simple is not on the government's to do list

clock 17 February 2016 • 4 min read

Your profession

Sandringham Financial Partners names Tim Sargisson CEO

Sandringham Financial Partners has appointed former IFG Financial Services CEO Tim Sargisson as chief executive.

clock 14 July 2015 •

Wrap/platforms

SIPP provider to launch on-platform DFM panel

A self invested personal pension (SIPP) provider is to launch a panel of discretionary fund managers (DFM) on its platform in a bid to satisfy what it said is adviser demand.

clock 30 January 2015 •

Regulation

Adviser lifetime allowance worries spike in Q1 - James Hay

More advisers are worried about their clients incurring lifetime allowance (LTA) tax charges, according to retirement wealth platform James Hay Partnership, which saw queries around the upper contribution limit spike in the last quarter.

clock 06 June 2014 •

Pensions

James Hay to take on Capita SIPP book

James Hay Partnership is to take on Capita's self-invested personal pension (SIPP) book, subject to agreement with each holder.

clock 27 May 2014 •

Pensions

IFG Group names interim CEO as operating profits dip

IFG Group, the parent company of James Hay Partnership and Saunderson House, has named John Cotter as its interim chief executive as its latest results show a dip in operating profits.

clock 27 March 2014 •

Income

Should we scrap flexible drawdown?

Fiona Murphy looks at AJ Bell's recent wish-list for pension reform, including calls to scrap flexible drawdown, and asks other industry players for their views.

clock 04 December 2013 •
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