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Wealthify News & Performance

Find out what Wealthify has been up to. Read about new products launches, changes to service, what the markets are doing, and how investments are performing.

UK Autumn Budget 2025: Need-to-knows

New
Created on: 28/11/2025
How changes to salary sacrifice pension contributions, Cash ISA limits, income tax bands and dividend tax could affect your finances.
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Cash ISA annual allowance reduced to £12,000

New
Created on: 28/11/2025
After much speculation, the Cash ISA allowance is officially changing. Here’s an overview of what’s happened — and what ISA alternatives are available.
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How Wealthify is Investing in Tech Funds

Created on: 14/11/2025
At Wealthify, we’re always trying to find new opportunities to make your investments work smarter and harder. In this blog, we explore why Legal & General’s Global Technology Index could be the fund to do just that.
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Month in the Markets: October 2025

Created on: 12/11/2025
Updated: 17/11/2025
A round-up of the latest month in the markets.
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Are we in an AI Bubble?

Created on: 27/10/2025
It’s the question that’s on everyone’s lips. And, although there isn’t a definitive answer, the most important thing for investors is having a plan for all potential scenarios.
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Active vs Passive Funds: How We've Enhanced Your Plan

Created on: 07/10/2025
From global reach to expertise, join our Investment Team as they drill down into the reasoning behind some recent Plan changes.
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Month in the Markets: August 2025

Created on: 12/09/2025
Updated: 12/11/2025
A round-up of the latest month in the markets.
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Month in the Markets: July 2025

Created on: 07/08/2025
Updated: 12/11/2025
A round-up of the latest month in the markets.
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Rachel Reeves Delays Cash ISA Reform

Created on: 18/07/2025
Updated: 21/07/2025
Rachel Reeves, Chancellor of the Exchequer, has paused any plans to reform the UK’s much-loved tax-free Cash ISA — at least for now.
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Month in the Markets: June 2025

Created on: 14/07/2025
Updated: 12/11/2025
A round-up of the latest month in the markets.
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Month in the Markets: April 2025

Created on: 09/05/2025
Updated: 12/11/2025
A round-up of the latest month in the markets.
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Month in the Markets: March 2025

Created on: 11/04/2025
Updated: 12/11/2025
A round-up of the latest month in the markets.
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Diversification, direction, and duration: helping your investments weather the storm

Created on: 10/04/2025
Updated: 09/06/2025
Join Wealthify’s Chief Investment Officer, Jessie Kwok, as she brings you up to speed with what we’re doing to help protect customer Plans during this current turbulence.
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Answered: The UK’s Most Googled Pension Questions

Created on: 03/04/2025
Updated: 09/06/2025
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Month in the Markets: February 2025

Created on: 12/03/2025
Updated: 12/11/2025
A round-up of the latest month in the markets.
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