Terms and Conditions

Wealthify Pension Transfer Offer

  1. This cashback offer is open to new and existing Wealthify customers who are aged 18 years or older and are tax residents of Great Britain and Northern Ireland.
  2. This promotion provides a cashback for successfully completed pension transfers to Wealthify, in line with the following and subject to these terms and conditions:
    1. Transfers between £50 and £9,999 will receive £50
    2. Transfers between £10,000 and £19,999 will receive £100; or
    3. Transfers of £20,000 or above will receive £200
  3. A customer must register their interest for this offer by clicking the ‘Activate your offer’ button on the relevant landing pages and/or email. Once registered, they then have six months from that date (the "Qualifying Period") to make all transfer requests and be eligible for the cashback reward.
  4. The maximum amount of cashback available for a pension transfer is £200. You can transfer multiple pensions to boost the amount of cashback you could receive – up to the maximum cashback reward of £200.
  5. If you are transferring multiple pensions, all transfer requests must be made within the Qualifying Period and the cashback will only be paid once all transfers have been completed successfully and in accordance with these Terms and Conditions.
  6. If you have not registered for the offer before choosing to transfer a pension to Wealthify, the cashback cannot be paid.
  7. This is a transfer promotion only. If the total value falls below the qualifying amount, it cannot be topped up with cash deposits in order to receive the cashback.
  8. You must remain invested in your Wealthify pension for six months to be eligible for the cashback. After six months, the cashback will be paid directly into your Wealthify Plan or bank account.
  9. Within 30 days following the 6-month period noted in clause 8 above, the cashback will be paid directly into your Plan or the bank account associated with your Wealthify account.
  10. Wealthify will not be responsible for paying any exit fees that may be charged by your current provider. It’s worth finding out if your existing provider charges exit fees, as these could limit the financial benefit of changing provider.
  11. We are unable to accept any pensions that you’re taking an income from or transfer any pensions with defined benefits or guarantees.
  12. Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
  13. By registering for this offer, you agree to receive occasional reminders about this promotion during the Qualifying Period.
  14. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  15. This promotion is not transferable and there are no alternatives available.
  16. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  17. Wealthify accepts no liability or responsibility for claims under this promotion which are lost, delayed or undelivered, nor any liability for technical errors or communication failures in networks and/or internet access.
  18. This offer is not open to any employees of Wealthify, Embark or Winterflood Business Services.
  19. This promotion shall be governed and construed in accordance with the laws of England and Wales.
  20. The promoter of this offer is Wealthify Limited (“Wealthify”) whose registered office is at Tec Marina, Terra Nova Way, Penarth, CF64 1SA.

Risk Warning: With a Wealthify investment your money is at risk, as the value can go down as well as up. The tax treatment of your investment will depend on your individual circumstances and may change in the future. If you are unsure about whether investing is right for you, please seek financial advice. 

£20,000 Prize Draw

This offer is open to tax residents of Great Britain (excluding Northern Ireland) that are new or existing Wealthify Pension customers, aged 18 years or older, excluding employees and their immediate families of Wealthify, Winterflood Securities Limited, Embark, or Aviva. 

  1. This promotion offers customers who have an active and funded Pension Plan with Wealthify one entry into our £20,000 (twenty thousand pounds) cash prize draw. There will be one winner only of the £20,000 cash prize.
  2. This is a free to enter offer for Wealthify Pension customers who have funded their account by Friday 11th November (minimum pension deposit is £50).
  3. Existing Wealthify customers who met the eligibility criteria of having a funded Pension Plan by 11th November will be automatically added to the prize draw, and will be offered the option to opt out if they so wish.
  4. New Wealthify customers who have opened and funded a Pension Plan during the prize draw promotional period will be automatically entered into the prize draw, and will be offered the option to opt out if they so wish.
  5. The prize draw will be open from 00:01 on Thursday 8th September 2022, and will close at midday on Friday 11th November 2022.
  6. To find out more, visit: https://wealthify.com/pension-consolidation
  7. Subject to eligibility and compliance with these terms and conditions, the winner will be selected at random from all qualifying customers on Monday 14th November 2022 and will be contacted within 2 days via email.
  8. If the winner does not respond to the first email within 14 days, we will try calling and emailing again. If not claimed 14 days thereafter, a new winner will be drawn at random.
  9. The £20,000 will be paid via a bank transfer directly into the bank account verified by the winner within 30 days of them claiming the prize.
  10. The £20,000 prize money is not transferable and there are no alternatives available.
  11. Wealthify would like to include the winner in future marketing activity. Wealthify will not include the winner or their identity in any marketing activity without that winner’s prior written consent.
  12. Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
  13. Standard investment and management fees apply and can be found here.
  14. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  15. Wealthify will void any entry in the event of suspected abuse or fraud.
  16. Wealthify accepts no liability or responsibility for claims under this promotion which are lost, delayed or undelivered, nor any liability for technical errors or communication failures in networks and/or internet access.
  17. This offer excludes employees and their immediate families of Wealthify, Winterflood Securities Limited, Embark, or Aviva.
  18. The winner’s name and county shall be available upon request after Monday 19th December 2022.
  19. This promotion shall be governed and construed in accordance with the laws of England and Wales.
  20. The promoter of this offer is Wealthify Limited (“Wealthify”) whose registered office is at Tec Marina, Terra Nova Way, Penarth, CF64 1SA.

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