Introducing the 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.Find Out More
Choose how you invest
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.
Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.
Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.
Minimising losses is as important as making gains. Movements up and down in Plan value are acceptable, with the aim of achieving good growth.
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.
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.
- 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 0.29% for our original plans and 0.65% 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 works
Make 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
Help is on hand
Safe & secure
Help is on hand
Strength In Depth
We’re backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 300 years.
Wealthify operates independently but Aviva own a majority shareholding, 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.
Aviva’s investment in Wealthify allows us to achieve all the things we always wanted to, but at an accelerated pace and with greater confidence.