Wealthify doesn't support your browser
We're showing you this message because we've detected that you're using an unsupported browser which could prevent you from accessing certain features. An update is not required, but it is strongly recommended to improve your browsing experience. Find out more about which browsers we support
No jargon or complexity, just clear fees and investment styles to suit your needs.
PENSION TRANSFER Things to think about before transferring your pension to Wealthify.
With investing, your capital is at risk. The tax treatment of your investment will depend on your individual circumstances and may change in the future.
Leadenhall Learning Limited (trading as Money to the Masses) is an appointed representative of Wealthify Limited which is authorised and regulated by the Financial Conduct Authority. Money to the Masses acts as an appointed representative for the purpose of promoting Wealthify products and introducing customers to Wealthify.
Wealthify’s Personal Pension is a great way to save for your long term goals. Use it to supplement your workplace pension, or transfer your existing pots to us to help your money work harder.
Use our Pension Calculator to see what your pot could be worth - let us know how much is in your pension, when you're planning to retire, and how much you regularly contribute. The calculator will apply our projected investment performance and give you an idea of how much your pension might pay.
In the UK, most people have around 6 jobs by the time they're 45. Don't lose track of your pensions; make the most of them by consolidating them in a Wealthify Pension.
Bringing your pensions together can give you a clear view of how much is in your pot and let you check you're on track.
Transferring your old pensions is easier than you might think – all we need to know is who your old providers are, reference numbers, an estimated value, and your permission to get in touch with your old providers regarding your pensions. You can usually find this information on your latest pension statement. We’ll do the rest and consolidate them into your Wealthify Pension.
Your money, managed by our team of experienced and qualified investment experts.
Your log-in details will be kept secure and never be shared with anybody else.
Our customer service team are happy to help with any queries on 0800 802 1800 or on Live Chat.
Wealthify is backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 300 years.
We operate independently of Aviva, which means you get the best innovation in smart simple investing together with the security of knowing that we’re here to stay and operate to the highest standards.
Being part of the Aviva group of companies allows us to develop our business, but at an accelerated pace and with greater confidence.
Here are just a few of the prestigious awards we’ve picked up along the way: