Bring Your Pensions Together

Our straightforward consolidation process makes it easy to transfer your pensions to Wealthify, giving you a clearer view of your future.

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Get a clear view of your pensions

In the UK, most people have around 6 jobs by the time they're 45. Don't lose track of your pensions; make the most of them by consolidating them in a Wealthify Pension.

Bringing your pensions together can give you a clear view of how much is in your pot and let you check you're on track.

Start a Transfer
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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

Reasons to Consolidate

Make it easier to manage your pensions by bringing them together with Wealthify. See how much is in your pot, how it's performing, and what you're paying.

  • Simple sign up process
  • Change your investment style whenever you need to
  • No set up or transfer fees
  • Ethical Pensions available
  • Low cost, so you keep more of your money

Your current provider may charge exit fees, so it's worth checking before you transfer. We're unable to accept any pensions that you're already taking an income from, or that have defined benefits or guarantees. You can find out more about this in our FAQs.

Free Pension Guide

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
Get your free Pension guide

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

Wealthify Customer Reviews

Learn more about our Pension

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.

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.

What types of pensions can I transfer?

You can transfer in most types of pensions, although there are exceptions. For example, the government doesn’t allow the transfer of a public service pension. Similarly, if your pension has defined benefits – such as guaranteed annuity rates or a final salary promise – then we won’t be able to accept this, so please check before requesting a transfer.  We also cannot accept a transfer if you’re already taking an income from it.

Do I need to contact my old pension provider before I transfer?

In the majority of cases, no. We can begin a pension transfer on your behalf without you needing to do anything. However, things happen, and if your old provider objects or needs further confirmation, then we’ll get in touch to let you know what’s needed.

We don’t charge you anything to transfer, but your old provider may charge exit fees or transfer fees, so you may want to check this with them before you go ahead.

Can I transfer a pension that I'm already accessing?

No, unfortunately, we’re not able to accept pensions that are already in payment or if you’ve already taken income from.

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