ANNOUNCEMENT: Changes to our charging structure

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WED, 15 MAR 2017

We’re making changes to how we charge for our products and services. The changes we’re making are in line with our on-going strategy to position James Hay as a retirement focused platform. The pension market has seen remarkable changes in both regulation and legislation recently, which have resulted in increases in the costs associated with …

The great Brexit budget dump

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THU, 18 MAY 2017

I have tried to keep away from any discussions on Brexit and its impact. Though there is no denying its importance, or that we are heading into the unknown and have already seen some unexpected outcomes, with so little to go on other than pure conjecture I would rather wait until we have actual facts. …

NIClear fallout

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MON, 10 APR 2017

I rarely feel sorry for politicians but I do for Philip Hammond. The Chancellor of the Exchequer is far from an easy role and always open to criticism which is regarded as part of the job. The political fallout however over his U-turn on increasing Class 4 NICs is completely disproportionate. You would think from …

Stand-out Q – lump sum protection…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q – widower with dependant’s drawdown…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q – PIP when rights transferred…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q- non resident returns to the UK…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q- nomination part 2…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q – changes to PIP…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q – benefits pre & post A-Day…

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FRI, 07 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …

Stand-out Q – cash ISA withdrawals…

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THU, 06 APR 2017

Our Technical Hub provides access to a wide range of pension tax and trust technical resources. Every now and then we post tweets covering stand out questions from our technical content and our answers in case others might also find them helpful. As Twitter’s character restrictions only allow for the bare bones of the Q&A …