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James Hay Partnership reviews

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Rated Terrible • 1.34/5

James Hay Partnership reviews

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Unverified business
Last reviewed within 14 days
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Review summary

People rate this company as Terrible based on 21 product reviews

Average score of 1.34/5
5 star
10%
4 star
5%
3 star
0%
2 star
0%
1 star
85%
Reviews for James Hay Partnership have trended positively over the past 90 days

Latest positive rating

5/5

Easy access to up to date information

Easy access to up to date information

{"display":"mjh2j@outlook.com","full_name":"mjh2j@outlook.com","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar

Latest negative rating

1/5

A very stressful experience.

A very stressful experience. Due to me wanting to transfer my SIPP to another provider I have had to encounter James Hay as they act... A very stressful experience. Due to me wanting to transfer my SIPP to another provider I have had to encounter James Hay as they act as "Trustees" on behalf of my original SIPP Investment Fund company. The whole transfer experience with James Hay has been a huge stressful nightmare, as depending on who you communicate with you end up being told a wildly different story, for example: "Funds will be transferred to your new provider soon", "Actually the transfer will take at least 20 days", "Actually, we are still waiting for the funds from your original provider". Consequently I've had to commit much personal time and effort in an attempt to try and clarify the true status. I thought I was finally making some progress, having recently received an email saying the funds had been transferred to my new provider, only to receive this weekend a letter stating that the transfer was still ongoing and will probably take another 30 - 40 days to complete. And the real status actually is? No idea, now totally exhausted by the whole process... Read more Read less

{"display":"MRP","full_name":"MRP","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
Financial Advisers
MRP 9th November 2025
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About James Hay Partnership

James Hay Partnership can trace its roots back to 1979, and is currently owned by IFG Group (having previously been part of Santander). It provides a range of investment options focused around its Modular iPlan. The Modular iPlan comes in three flavours - SIPP, ISA & GIA (General Investment Account). UK consumers use Smart Money People to research financial products and firms, so if you're a current investor, please leave a James Hay Partnership review today.

James Hay Partnership at a glance

Reviews for James Hay Partnership

Showing 11 of 21 company reviews • Last reviewed within 14 days

A very stressful experience.

Financial Advisers • 9th November 2025

A very stressful experience. Due to me wanting to transfer my SIPP to another provider I have had to encounter James Hay as they act... A very stressful experience. Due to me wanting to transfer my SIPP to another provider I have had to encounter James Hay as they act as "Trustees" on behalf of my original SIPP Investment Fund company. The whole transfer experience with James Hay has been a huge stressful nightmare, as depending on who you communicate with you end up being told a wildly different story, for example: "Funds will be transferred to your new provider soon", "Actually the transfer will take at least 20 days", "Actually, we are still waiting for the funds from your original provider". Consequently I've had to commit much personal time and effort in an attempt to try and clarify the true status. I thought I was finally making some progress, having recently received an email saying the funds had been transferred to my new provider, only to receive this weekend a letter stating that the transfer was still ongoing and will probably take another 30 - 40 days to complete. And the real status actually is? No idea, now totally exhausted by the whole process... Read more Read less

{"display":"MRP","full_name":"MRP","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
MRP
Rated Terrible • 1/5
Read more product reviews

Awful to deal with

Financial Advisers • 1st August 2025

Awful to deal with impossible to get them to release your own funds put barriers up at every opportunity and total lack of communication

{"display":"Henry L","full_name":"Henry L","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
Rated Terrible • 1/5
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  • 5/5

    Easy access to up to date information

    Easy access to up to date information

    {"display":"mjh2j@outlook.com","full_name":"mjh2j@outlook.com","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
  • 1/5

    Maybe 20 mistakes of negligence, .

    I didn't think that its possible that such terrible company exists in developed country. Total nightmare. Imagine there is cash sitting with Investments manager....I asked... I didn't think that its possible that such terrible company exists in developed country. Total nightmare. Imagine there is cash sitting with Investments manager....I asked JHP my pension admin to transfer my cash to the New admin. 5 months after my request its not done. I sent maybe 50 emails, after three months they decided to send me to special training, because of....me being a high risk (just made it up)...one month lost, than they supposedly send a transfer request (VIA regular mail) .....and never checked on this....never called anybody....despite 5 emails from me. Thus far I lost 20000 USD riskless because of that. I stilll dont believe that its possible for the company like this to exist in this world. If you had similar problems with JHP please contact me at [email protected]. I want to raise case with the regulator FCA. If there will be more of us we might be able to enforce some od our rights. Read more Read less

    {"display":"Lech Panowicz","full_name":"Lech Panowicz","avatar":{"url":"\/assets\/uploads\/avatars\/users\/848824.png"}}'s avatar
  • 1/5

    NEVER trust these people with anyone's money

    JH - and their cohorts, CBRE - have destroyed our pension and allowed someone to stay in our two industrial units RENT FREE for 7... JH - and their cohorts, CBRE - have destroyed our pension and allowed someone to stay in our two industrial units RENT FREE for 7 years. Also RATE FREE on one of the units. Apparently everything is my fault. Zero help, guidance. Their "Formal Complaint" procedure is a joke. My IFA couldn't get them to sort anything and nor could my lawyer. The IFA said "Go loud" so this is the start of it. Read more Read less

    {"display":"David Martin","full_name":"David Martin","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
  • 1/5

    Worst company I have ever dealt with

    Truly appalling company, non existent customer service, mistake after mistake, non communicative. Lets all keep complaining to financial ombudsman and hopefully they will be struck off

    {"display":"Rob Senna","full_name":"Rob Senna","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
    Financial Advisers
    Rob Senna 25th February 2023
  • 1/5

    IPS Pension Builder SIPP Deceased Widow Claim

    James Hay have taken 9 months to disinvest and told me a few days before how much i would receive in writing for the pension.... James Hay have taken 9 months to disinvest and told me a few days before how much i would receive in writing for the pension. They then steal £3000.00 from the total.. This is going further!!! Read more Read less

    {"display":"Linda Newlyn","full_name":"Linda Newlyn","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
  • 1/5

    Don't trust James Hay with your SIPP!

    I would strongly recommend anyone choosing a SIPP provider looks through the reviews here, because I can see many others have had all the same... I would strongly recommend anyone choosing a SIPP provider looks through the reviews here, because I can see many others have had all the same sorts of problems we have had with James Hay – a lazy and incompetent company that seem to take full advantage of the difficulties any customers will have in moving to another provider. Even the Chief Executive, Richard Rowney cannot be bothered to get his staff to respond to complaints. We chose a SIPP to purchase commercial property for our pension income with a different company that were good, then unfortunately for us, James Hay purchased this company. We kept a large sum of money in cash to purchase an industrial unit, but James Hay made us jump through so many hoops before they would even instruct a solicitor (including insisting on surveys and a valuation) that the vendor lost confidence and sold to someone else. Even when James Hay finally had instructed the solicitor - the instruction was to pay three times the sum agreed to purchase the building! The result is we lost £6,000 in costs and James Hay did not bother to even reply to our complaint in the statutory 8 weeks. Read more Read less

    {"display":"Mark Searles","full_name":"Mark Searles","avatar":{"url":"\/assets\/uploads\/avatars\/users\/480143.png"}}'s avatar
  • 1/5

    Absolutely pathetic in every way.

    Been with this lot for over 20’ years with a sipp and is the worst decision I ever made. The staff are horrible to deal... Been with this lot for over 20’ years with a sipp and is the worst decision I ever made. The staff are horrible to deal with they operate unprofessionally and fee you to death. Read more Read less

    {"display":"Stephen Broadley","full_name":"Stephen Broadley","avatar":{"url":"\/assets\/uploads\/avatars\/users\/386947.png"}}'s avatar
  • 4/5

    Platform only

    I use James Hay's platform for my SIPP and a separate financial advisor. The platform itself is ok but seems somewhat outdated and there is... I use James Hay's platform for my SIPP and a separate financial advisor. The platform itself is ok but seems somewhat outdated and there is no app to use on either a desktop or mobile/tablet. Read more Read less

    {"display":"Hugo","full_name":"Hugo","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
    Financial Advisers
    Hugo 9th April 2021
  • 5/5

    Incredible

    So glad they helped me achieve my goals with them this year

    {"display":"Dom Hogan","full_name":"Dom Hogan","avatar":{"url":"\/assets\/images\/default_new.png"}}'s avatar
    Financial Advisers
    Dom Hogan 22nd February 2021

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