James Hay Online Valuations
James Hay Online is a service provided by James Hay, made available to all Cofunds only SIPP clients; enabling you to view details of your Self Invested Personal Pension online - 24 hours a day, 365 days of the year.
The following information can be viewed using this service:
- Portfolio valuations
- Breakdown of asset holdings and values
- Transfer and contribution details
- Cash balances and historic bank transactions
- Benefit and income levels
- Contact details
If you have Cofunds investments with your James Hay SIPP, you can view these separately through our online valuation service. Please note, however, that this valuation service will not include details of your Cash Account, or any non-Cofunds investments within your SIPP.
Using James Hay Online, there are no charges for viewing information associated with traditional written enquiries. If the information you require isn't available, James Hay's secure messaging service allows you to make further enquiries without worrying about the security of personal information.
Please note that this facility will take you directly to a separate dedicated James Hay website, and you will be required to enter separate login details each time you access this site.
You can login to James Hay Online if you are already registered, using the following link.
Login to James Hay online
Alternatively, if you would like to access this service, you can request a registration pack by completing the details in the following online form.
Request a Registration Pack
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