- 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.
- This promotion is for cashback based on the total value of successfully completed pension transfers to Wealthify, in line with the following and subject to these terms and conditions:
a) Transfers totalling between £50 and £9,999 will receive £50
b) Transfers totalling between £10,000 and £19,999 will receive £100; or
c) Transfers totalling £20,000 or above will receive £200
- You must register your interest for this offer before 23:59 on Friday 3rd November 2023 by clicking the 'Activate your Offer' button on the relevant landing pages and/or email.
- Once registered, all transfer requests must be initiated within six months from that date (the "Qualifying Period") to be eligible for the cashback reward.
- The maximum amount of cashback available is £200. You can transfer multiple pensions to boost the amount of cashback you could receive – up to the maximum cashback reward of £200.
- All transfers must be initiated within the Qualifying Period and the cashback will be calculated from all successfully completed transfers once the funds are received by Wealthify.
- Subject to clause 6, any pending transfers cancelled or amended after the Qualifying Period will not be considered under this promotion.
- If you have not registered for the offer before initiating a pension transfer to Wealthify, the cashback will not be paid.
- This is a transfer promotion only and any other type of contribution including cash deposits will not qualify for the cashback.
- You must remain invested in your Wealthify pension for a minimum of six months after all transfers have been received by Wealthify to be eligible for the cashback.
- Within 30 days following the 6-month period noted in clause 10 above, the cashback will be paid directly into your Wealthify pension or the bank account associated with your Wealthify account.
- Wealthify will not be responsible for paying any exit fees that may be charged by your current provider. You should consider if your existing provider charges exit fees, as these could limit the financial benefit of changing provider.
- We are unable to accept any pensions that you’re taking an income from or transfer any pensions with defined benefits or guarantees.
- By registering for this offer, you agree to receive occasional reminders about this promotion during the Qualifying Period.
- Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
- The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
- The cashback is not transferable and there are no alternatives available.
- Only one Wealthify account is permitted per customer and this promotion cannot be used in conjunction with any other transfer offer.
- Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
- 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.
- This offer is not open to any employees of Wealthify, Embark or Winterflood Business Services.
- This promotion shall be governed and construed in accordance with the laws of England and Wales.
- 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.