James Hay Partnership Reviews 

Helpful, pleasant, courteous and most importantly accurate advice from Elvan Scott this morning, first class!

Spoke with Elvan Scott who talked me through the process and resolved my problem. Very efficient and friendly lady member of the Customer Service Team. Very satisfied with the outcome.

Spoke to Elvan Scott today, really pleasant lady, very patient, helpful and efficient. Had tried to deal with someone on webchat first as I was having login difficulties. He wasn’t hugely helpful but having spoken to Elvan my issues were sorted out.
Elvan is a credit to James Hay associates.

Brooke was amazingly helpful in assisting me with drawdown issues and resolving log-in problems. She followed this up via a reassuring email and a promise of future help. Thank you, Brooke, and James Hay as a whole too!

i was helped by Raj Bhosale from James Hay following matrimonial proceedings and a transfer court order. he was very helpful taking me thru the various things to do to ensure a smooth transfer and minimizing the fees. Regards

I am in drawdown and receive a regular monthly amount. Some months ago I requested that to change from Feb 1st. I also told my investment platform to amend the amount it sends from end Jan. They responded that whilst they would take my instruction, changes to payments had to be initiated by James Hay.
In the event, James Hay changed my payment rate from Jan 1st not Feb 1st and did not back that up with a communication to my investment platform. Consequently, the sum transferred (correctly) did not match up with the sum James Hay expected to send me. I have had no explanation from James Hay as to why no instructions were issued to change the payment, even when they were alerted to the error.
The only communications I have had seem to imply that its my fault not theirs. The managers at my investment platform are as bemused as I am.
I have found the whole episode very unsatisfactory and at the beginning of the 3rd week of Jan, I still haven't received my Jan payment. I am very disappointed in James Hay.

I called JH regarding a trade inquiry. Lisa took my call and was a true source of knowledge and advice. I had previously sent messages through the JH secure messaging system but never received a clear response. Lisa guided me through the James Hay platform and helped resolve my questions about the trade.
I am very grateful to Lisa.

I had to complete a transaction in a short time frame before the end of 2025. Despite a busy period all the members of Key Accounts team I spoke to were always helpful and supportive to ensure it got completed on time by liaising closely with the Benefits team

Excellent service and clarity from Alex Popp, assisted me with a technical query, whilst being very patient and knowledgeable.

Thank you Elvan Scott for your great customer service

A very helpful and professional Elvan Scott at James Hay answered my questions and took the time to show me how to navigate the online portal. Thank you. Kimmberly

I had a pension with Aviva and a large with James Hay
Advised both mid September
Aviva sorted all out in 2 months
James Hay has still not managed to action and it is 8 January

Have been very pleased with Customer Support that I find to always be very helpful and friendly. Especially when I frequently ask naive and uninformed questions!!!

The only constructive criticism I have is that the interaction between IM and Benefits has occasionally felt to be a little disjointed and uncoordinated. However, once identified, the problems have been addressed.

Overall it's been a positive experience.

Sandra Gainsbourgh was so helpful and patient with me in sorting out my difficulties login into he system

I was helped by Thomas Bruen regarding connection problems and he was approachable, polite and very patient. It was great to talk to such a friendly person.

Assistance needed to update password and passcode.Elvan Scott was particularly helpful giving clear and concise instructions

James Hay are always such a nice and professional company to deal with. The client call-centre staff have, without exception, proven to be kind, calm and considerate when helping to set up what seems to be complex pensions processes for me. Today was no exception when I talked with both Rochene O'Neill and Alex Copp. Both were impecable in their approach.

Aaron Salmi-Clack was very helpful in assisting me when I had a problem logging into my account, thank you.

I again wanted to express how helpful the staff a James hay are . I recently needed the help from a Micheal young who was not only very personable but extremely helpful

I have been with James Hay since I moved my SASS to a SIPP and their customer service is excellent in my opinion. I only have praise for their customer service and long may it continue.