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At Wealthify, we make pensions simple! You can easily bring your old pensions together into one pot – and our investment experts will help your money to grow in a way that’s right for you – you can even make it ethical. Instead of struggling to understand a paper statement each year, you’ll be able to quickly check on your retirement pot whenever you want, online or via our app.
Many workplace pensions can be moved to another provider - and all it takes is just a few basic details to get started.
Simply let us know what pensions you want to combine, and we'll bring them all together in your Wealthify Pension - it really is as straightforward as that! You'll be able to see exactly how your retirement fund is shaping up, have flexibility over how you add to it, and could even save some money by moving from your old providers.
Start a transferMany workplace pensions can be moved to another provider - and all it takes is just a few basic details to get started.
Simply let us know what pensions you want to combine, and we'll bring them all together in your Wealthify Pension - it really is as straightforward as that! You'll be able to see exactly how your retirement fund is shaping up, have flexibility over how you add to it, and could even save some money by moving from your old providers.
Start a transferDon't worry if you can't find your pension, you're not alone! Losing track of traditional pensions is easily done, especially if you've moved house or can't find that all important paper statement.
The good news is that this problem is so common that we've pulled together a step by step guide to tracing your pensions. And if you're still stuck and want a bit more help, then get in touch with our Customer Care team.
Don't worry if you can't find your pension, you're not alone! Losing track of traditional pensions is easily done, especially if you've moved house or can't find that all important paper statement.
The good news is that this problem is so common that we've pulled together a step by step guide to tracing your pensions. And if you're still stuck and want a bit more help, then get in touch with our Customer Care team.
Tell us a few details about your pensions, including a reference number and recent value.
We’ll talk to your provider and start the transfer. This usually takes 2-6 weeks.
We'll monitor your Plan 365 days a year, adjusting it to stay on track.
Remove the guesswork about your retirement with our simple four step pension calculator to find out how much you could have in your pension pot and what you might need for your perfect retirement
Start calculating my pensionSome providers have a low management fee, but hide extra charges which can impact your returns over time. At Wealthify, we charge a flat fee to manage your Pension, so you always know where you stand.
About our feesA Pension that fits in with you - choose to set up a regular payment, or top up whenever you can. Change or pause your payments anytime online or in our app.
Get StartedUp to the first £85,000 of your money can be protected by the Financial Services Compensation Scheme (FSCS) and we’re authorised and regulated by the Financial Conduct Authority (FCA).
How Wealthify worksFrom sign up to draw down, we offer no paperwork, no post, just a simple, seamless online pension. If you do need help, our UK based customer care team are available on phone, live chat or email.
Contact usTransferring your old pensions is easier than you might think – all we need to know is who your old providers are, reference numbers , an estimated value, and your permission to get in touch with your old providers regarding your pensions. You can usually find this information on your latest pension statement. We’ll do the rest and consolidate them into your Wealthify Pension.
If you’re an existing customer, simply head to your Dashboard and use the ‘transfer in’ button on your home screen.
This can differ from provider to provider, but the majority of pension transfers take 2-3 weeks. The exceptions are if there are issues locating your pension, or if we have to manually transfer your pension, then it could take up to 12 weeks. If we do find that we need more details from you to process a transfer, our team will get in touch to let you know what’s needed.
As many as you want – whether that’s one or twenty – there’s no limit on how many pensions you can transfer into Wealthify.
No, it is free to transfer your pension(s) into Wealthify. Your old provider may charge exit fees or transfer fees, so you may want to check this with them before you go ahead.
Not all personal pensions are the same, so we’ve created this useful guide to give you information on:
This guide doesn't offer personal advice, speak to a financial adviser if you're unsure about whether investing is right for you.
Wealthify is backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 300 years.
We operate independently of Aviva, 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.
Being part of the Aviva group of companies allows us to develop our business, but at an accelerated pace and with greater confidence.