12 MONTHS OF ZERO MANAGEMENT FEES

CLEAR, HONEST & MANAGED BY EXPERTS

No jargon or complexity, just clear fees and investment styles to suit your needs. Open a Personal Pension from as little as £50 and pay no management fees for 12 months. New customers only. Full terms and conditions here.

PENSION TRANSFER Things to think about before transferring your pension to Wealthify.

• Whilst we keep our costs as low as possible, you should compare your current fees and charges with our pension costs to understand any differences, checking that everything makes financial sense for you before transferring.
• We won’t charge you if you transfer your pension to us. However, your existing pension provider might have an exit charge.
• Our investment experts will manage your Plan for you, taking the hassle out of saving for retirement. However, there are never any guarantees about how investments will perform.
• By combining two or more pensions, you're not guaranteed more money in retirement than you would if you kept them separate.
  However, by combining your pensions, you could save money on multiple fees.
• You can't transfer a pension to us that has safeguarded benefits or guarantees, which might include defined benefit pensions, defined
  contribution pensions with a guaranteed income, or benefits such as getting more than 25% of your cash tax-free. We also can't accept a transfer if you’re already taking an income from it. For other pensions, you should consider whether you may lose any valuable features, such as loyalty bonuses.
• Your pension will be transferred as cash only so the existing investments will need to be sold first, meaning for a period of time your pension will not be invested and you’ll be ‘out of the market’ while the transfer takes place.