James Hay Partnership レビュー 

Elvan Scott in customer service gets 10/10 for her approach, patience and willingness to help.

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...

UPDATE:
Just received a response from James Hay. Apparently they "sent an old letter".... inept.

Bulou Tora was fantastic - thank you

Alex Copp just provided swift, informative, detailed and assuring answers to a complex inquiry - all within 5-6 minutes. Thoroughly professional in all ways.

What a fabulous experience dealing with someone so helpful and friendly and efficient it’s a pleasure to do a review

Customer Service was great, fighting all the way for me to get my payment made. On my behalf they combated internal delays, miscommunications, and errors. They showed excellent professionalism, patience and understanding. A special shout out for Damien Elliott, Sofie Dillon and Martyn Greig for guiding me through this difficult couple of months. They looked after me excellently and contacted me most days to update me and coach me through.

harry whitehead on the SIPP team was very helpful and patient. he answered questions whilst not providing advice which is always a fine line to understand in this industry. Great team member!

Elva Scott guided me through a detailed situation with my pension with consummate ease. Excellent work!

Elvan Scott, provided me with great customer service today. She went above and beyond for me today, and was extremely polite and helpful. She resolved my query which I really appreciate.

very good and clear service from Aaron Salmi-Clack

Guiding me through a super-maze of questions, designed by liberal robots to trip you up at every turn.
But Thomas? Pure ninja-style Jedi mind-slaying through the nonsense. Every box I ticked spawned three more, like some dystopian game of Whac-A-Mole on the M25 at rush hour—except I’m the mole, and I’ve got the spatial awareness of a drunk badger in wellies.

We powered through and finished in time for a proper cup of tea with rich tea biscuits—none of those pretentious chocolate-dipped ones that ruin your tie (or your suit).Thank God companies still employ super-helpful humans like Thomas. Legend!

All the very best,
Nick Jago

I would like to express my sincere appreciation to the James Hay Key Accounts Team for their outstanding assistance with my pension benefits. In particular, David Millan provided exceptional support throughout the process.
David went above and beyond to ensure that my online account was set up correctly and that all necessary documentation was completed efficiently and accurately. His professionalism, responsiveness, and attention to detail made the entire experience smooth and stress-free.
In today’s world, it’s rare to experience this level of dedication and customer service. I truly appreciate David’s professionalism, patience, and commitment to making the process as easy as possible.

Alex Copp was extremely polite and helpful when asking how to repay some money into a clients SIPP

Following on from previous review, spoke with Brooke G last week. Again, the same experience - helpful, informative, proactive and responsive.

Thank you.

Erislia Russo could not have been more helpful. She calmly, clearly and carefully helped me complete what is a very complicated form. Without her help I would have made a complete mess of it. She was brilliant and I couldn't be more appreciative. She is a credit to your organisation - promote her now.
Best wishes
David Young
P.S. she also shares a surname with my favourite Women's Arsenal player Alessia Russo which can't be bad!

Spoke to David Hill today.

I'd been struggling to complete a task on my SIPP and called James Hay.

David answered and patiently took me through all the steps to the required conclusion.

Excellent service from David - patient, friendly and extremely knowledgeable - he made my weekend!

I work for a financial adviser's office and had a great experience today with Elvan S. Very helpful, with cheerful and upbeat humour, she dealt with a tricky enquiry quickly and efficiently. Thank you Elvan!

Many thanks to Elvan Scott for her clear and conscientious advice delivered in layman's terms.

Very helpful and patient in explaining things

Alex carefully sorted out a complicated situation for me with an incorrect name change on my pension.
I have subsequently had both a letter and a follow up phone call from him confirming that this had been successfully actioned.