Ready to take control of your pensions?

If your pensions leave you dazed and confused, then it might be time for a change.

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. 

With investing your capital is at risk
person looking at phone
pension investment calculator

Make the most of your old pensions

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 transfer
With investing your capital is at risk

Make the most of your old pensions

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 transfer
With investing your capital is at risk
pension investment calculator

Lost your pensions?

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.

Lost your pensions?

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.

Transfer in 3 easy steps

Tell us about your pensions

Tell us a few details about your pensions, including a reference number and recent value.

We manage your transfer

We’ll talk to your provider and start the transfer. This usually takes 2-6 weeks.

We invest and optimise

We'll monitor your Plan 365 days a year, adjusting it to stay on track.

Transfer a pension

Take control of your future with our pension calculator

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 pension
With investing your capital is at risk

Learn more about pension consolidation

How do I transfer a pension to Wealthify?

Transferring 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.

How long does it take to transfer a pension?

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.

 

How many pensions can I transfer?

As many as you want – whether that’s one or twenty – there’s no limit on how many pensions you can transfer into Wealthify.

 

Is there a charge to transfer my pension?

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.

How can I find out more about a Wealthify Pension?

Not all personal pensions are the same, so we’ve created this useful guide to give you information on:

  • What a Self Invested Personal Pension (SIPP) is
  • How the 25% tax relief top up works
  • How a SIPP differs from a workplace pension
  • Reasons for consolidating pensions

This guide doesn't offer personal advice, speak to a financial adviser if you're unsure about whether investing is right for you.


Download your Pension Guide 

Wealthify Customer Reviews

Strength in depth

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.

Safe & Secure

Managed

Your money, managed by our team of experienced and qualified investment experts.

Protected

Up to the first £85,000 of your money can be protected by the Financial Services Compensation Scheme (FSCS).

Safeguarded

Your money and assets are held separately with a custodian.

Help is on hand

Our customer service team are happy to help with any queries on 0800 802 1800 or on Live Chat.