Add video element.

Use the default DXPR video element, add youtube link, cover image etc as usual. In the HTML ID field add a unique name for this video and form to be connected by.

Add form element.

From the "saved templates" tab in dxpr builder add the "Hubspot form after video" element. If you filter by user _dbt it will be easier to find.
Once added edit the Form id with the hubspot form id you want to use, then update Video id to match what was added for the video element.

Hubspot form after video

Change the portalId and formId numbers in the code below

Portal id: 316077

Form id: 92f54e1f-620d-41f1-963b-aee24892a17c

Video id: demo_video

Add a video element to the page and give the same id as above, each video and form must have unique ids

When logged into Drupal the video replacement and form loading are disabled to avoid causing conflicts with DXPR.

Customer FAQs.

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A small number of existing James Hay products are not upgrading to the new Nucleus Platform. These are:
  • Aviva (Friends Life) scheme
  • IPS SIPP
  • IPS (2008) SIPP
  • IPS Pension Builder SIPP
  • IPS Family SIPP
  • Partnership SIPP
  • Phoenix scheme
  • Sarum scheme

If you have a James Hay Online account which you’ve used in the last 12 months, then a new account will automatically be set up for you on the new Nucleus Platform. You won’t be able to access the platform until after the upgrade weekend. After the upgrade, you’ll only be able to see your account information on the new Nucleus Platform – the information will no longer be available from James Hay Online.

The first time you log in, you’ll be asked to enter your existing login credentials which will be used to verify your identity. You’ll then need to set up new details. If you don’t have an active James Hay Online account, you can register as a new user.

We're making a multi-million-pound investment in upgrading our service to you. As part of major changes to our systems, your product is moving to our new, improved platform. Find out more on the 'What will be different' tab.
We’ll be writing to you, via post, to ensure you know what to expect at each stage of the upgrade. Read more on the 'Keeping you informed' tab.

If you have any questions, we always recommend you speak with a professional adviser in the first instance, if you have one. Alternatively, you can contact us.

As we get closer to the upgrade date there are a few changes you’ll want to be aware of and actions you’ll need to take. Read more on the 'Actions you need to take' tab.
Account numbers for all products upgrading to the new platform will change. After you've upgraded to the new platform, we'll write to you again confirming your new account number.
You'll retain any investment options that you're currently using, although some asset types won't be available for new investments. The current Select and Collect funds will be replaced by a competitively priced and wider range of platform assets, including a large range of UK Exchange Traded Instruments (ETI). Holdings in Select or Collect funds will be moved to the closest alternative available.

After upgrading to the new Nucleus Platform, updated Terms and Conditions will apply. If you don’t wish to change to our new terms for any reason, you have the option to transfer out. If we’re unable to complete the transfer of your products before they’re upgraded to our new platform, we’ll honour the existing terms and conditions while the transfer is completed.

We no longer apply exit fees if you choose to leave any of our products. Charges for transferring a property do, however, continue to apply.

All products in the scope of this change will be upgraded, including those where a transfer out is in progress. We’ll continue to work to complete the transfer as quickly as possible and we’ll reimburse if you are negatively impacted by any changes in price resulting from the upgrade.
We don’t have a date for that yet. We’ll share our plans with you as soon as we can.
As part of the upgrade, you’ll be able to see all transactions from the past five years on the new platform. You won’t be able to see your product history on James Hay Online after the upgrade so we recommend you login and get any information you might need before the upgrade. Don't worry, we can always help with any historic information requests after you've been upgraded.

The platform upgrade and new branding are part of our wider Nucleus group strategy to grow our business and improve the online service we offer.

This means you benefit from the combined scale, expertise and technological know-how of all our platform businesses.

All customers included in the upgrade will be set up on the new platform with the paper-based communication option. This preference can be updated on the platform at any time.
After the upgrade, all correspondence and statements will be sent directly to you. It won't be possible for you to choose for it to be sent to an adviser or other third party. To avoid any issues, please ensure your address details are up to date.

We'll have new bank account numbers for you to make payments to. You'll also be allocated a new product account number which should also be used as the reference for payments.

Details of these will be sent to you after the upgrade. In the meantime, please continue to make payments as normal.

Yes - you'll be able to submit one off crystallisations with us directly using a paper application. Alternatively, your adviser will be able to submit both one off and phased drawdown requests online.
Yes - following the upgrade we'll apply tax relief on eligible pension contributions when these are applied to your account.
In the days before the upgrade, there’ll be some changes to our standard service – this is to ensure the upgrade will be as smooth as possible. We’ll keep these to a minimum and share details with you in advance to minimise any inconvenience.