Choose how you invest
Wealthify Pension
A clear, honest personal pension with no jargon or complexity. Just clear fees, and investment styles to suit your needs. Plus, an instant 25% tax relief top up.
Our straightforward process makes it easier to get started or transfer your pensions to Wealthify, giving you a much clearer view of your future.

Why Wealthify?
We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you.
There’s no minimum investment, and you can withdraw anytime with no penalties. We also offer ethical Plans, so you can easily invest in line with your values.
Cautious
Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.
Tentative
Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.
Confident
Minimising losses is as important as making gains. Movements up and down in Plan value are acceptable, with the aim of achieving good growth.
Ambitious
Making gains is the priority. The risk of large losses and large movements up and down in Plan value are acceptable, with the aim of achieving high growth.
Adventurous
Maximising returns is the priority. The risk of substantial losses and substantial movements up and down in Plan value are acceptable, with the aim of achieving the highest growth possible.
INVESTING REIMAGINED
- Low fees
- No minimum
- Withdraw anytime
- You’re in control

Investing is now affordable.
We charge a simple annual fee of 0.6% for managing your investments. As with most investments other costs can apply but we aim to keep these as low as possible, around 0.16% for our original plans and 0.7% for ethical.
About our fees
Invest as little or as much as you like.
Start with a lump sum or whatever you can afford. Add regular monthly payments and top up your plan whenever you like.
Try it out
Your money is not locked in.
Add to your Plan or withdraw your money whenever you like, without notice or penalty.
How Wealthify works
Set your goals and choose how you want to reach them.
Set up multiple Plans, each with a risk level that you choose. We also have a range of Ethical Plans, to help you invest in line with your values.
How Wealthify worksMake your money work as hard as you do
- Start investing with as little or as much as you like
- Choose how much you want to invest and pick a level of risk that's right for you - from Cautious to Adventurous
- Add more monthly to build up your Plan and withdraw if you need to without penalty
- Check how your Plan is performing whenever you like
- Know how much you’re paying with our clear and affordable fees

Safe & secure
Managed
Protected
Safeguarded
Help is on hand
Safe & secure
Managed
Protected
Safeguarded
Help is on hand
Strength In Depth
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.
Multi-award-winning investing
Here are just a few of the prestigious awards we've picked up along the way


ONLINE PERSONAL WEALTH AWARDS 2021
Best Wealth Investment Platform

Boring Money Best Buys 2021
Customer Service

Boring Money Best Buys 2020 & 2021
Best Buy ISA

Boring Money Best Buys 2020 & 2021
Best Sustainable ISA

Boring Money Best Buys 2020
Beginner Investors

Boring Money Investor Choice Awards 2020
Winner - Online Investment Service

British Bank Awards 2020
Best Investment Provider

COLWMA
Best Goal Based / Robo Investing

Personal Finance Awards 2019/20 & 2020/2021
Best Junior ISA

Shares Awards 2019
Best Online Investment Provider

Robo Investing Awards
Best Interface and Best Ethical Investments

Moneyfacts Consumer Awards 2019
Highly commended: Digital Wealth Management Provider of the Year

British Bank Awards 2021
Best Investment Provider - Finalist

Money Age Awards 2021
Innovation in consumer finance award

YourMoney.com Awards 2022
Best Investment Platform For User Experience

Boring Money Best Buys 2022
Best Buy ISA

Boring Money Best Buys 2022
Best Buy Junior ISA

Boring Money Best Buys 2022
Best For Beginners

Boring Money Best Buys 2022
Best For Customer Service

Boring Money Best Buys 2022
Best For Sustainable Investing
