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OFFER EXPIRED

MSE OFFER: GET BETWEEN £75-£1000 CASHBACK WHEN YOU INVEST £75 OR MORE

There’s never been a better time to open a Plan with Wealthify. Use our online sliders to build your perfect investment Plan and, when you open a Wealthify Plan, you could earn between £75 to £1000 cashback!

  • £75 cashback for deposits or transfers between £75 and £2,499
  • £100 cashback for deposits or transfers between £2,500 and £4,999
  • £225 cashback for deposits or transfers between £5,000 and £9,999
  • £250 cashback for deposits or transfers between £10,000 and £19,999
  • £500 cashback for deposits or transfers between £20,000 and £29,999
  • £600 cashback for deposits or transfers between £30,000 and £39,999
  • £700 cashback for deposits or transfers between £40,000 and £49,999
  • £800 cashback for deposits or transfers between £50,000 and £99,999
  • £1,000 cashback for deposits or transfers of £100,000 or more.

To get this offer you'll need to click the button below to register your interest. You'll then have 6 months to come back and complete any deposits or transfers. Cashback is paid on the initial investment, after 12 months of investing. New customers only. Offer closes 30th June 2023. Terms & Conditions apply.

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.

HOW TO QUALIFY:

   

Step 1

Choose how much to invest and pick one of five investment styles to create your Plan

Step 2

Deposit or transfer a minimum of £75 "qualifying amount" into your Wealthify Plan

Step 3

After 12 months, get between £75-£1000 cashback into your Wealthify Plan

Things to think about

  • Exit costs: We won’t charge you if you transfer your pension to us. However, your existing pension provider might have an exit charge, so be sure to check with them first.
  • Investment fees: Before transferring your pension, compare your current fees and charges with our pension costs. Even though we keep our costs as low as possible, you should understand the different fees and charges before making the move, checking that everything makes financial sense for you.
  • Pension benefits and guarantees: You can't transfer a pension to us that has safeguarded benefits or guarantees, which might include defined benefit pensions, or 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 also consider whether you may lose any other valuable features if you transfer, such as loyalty bonuses.
  • Transfer Process: 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.
  • It’s not certain you’ll be better off: There are never any guarantees about how investments will perform over time. This means that by combining two or more pensions, you're not guaranteed to have more money in your retirement than you would if you kept them separate.

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.

You can withdraw anytime with no penalties and 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.

    • 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 325 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.

    KEEPING YOUR MONEY SAFE

    We know the only thing more important than making your money work harder, is making sure it’s safe — here’s how we take care of yours.

    Secure

    Your login details will always be kept secure – but never shared with anyone else.

    Support

    Our friendly Customer Care Team are always happy to help via email, Live Chat, or on 0800 802 1800.

    Strength

    Wealthify is owned and backed by Aviva: one of the UK's largest financial institutions.

    MULTI-AWARD-WINNING

    Here are just a few of the prestigious awards we’ve picked up along the way: