Our straightforward consolidation process makes it easy to transfer your pensions to Wealthify, giving you a clearer view of your future.
Wealthify makes it easy to bring all your pensions together - and even lets you choose an ethical pension. No hassle, no fuss, just a single straightforward pension with a clear view of your retirement pot.
And for a limited time, you could get up to £200 by transferring your pension to Wealthify:
To be eligible, you’ll need to register your interest for this cashback offer between 2nd September 2021 and 15th October 2021. Once registered, you’ll then have six months to come back and complete your transfer.
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.
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
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.
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.
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.
Some 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 fees
A 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 Started
We use bank-level security to keep your money and data safe, with the first £85,000 also being protected by the Financial Services Compensation Scheme (FSCS).How Wealthify works
From sign up to retirement, 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 the phone, live chat, or email.Contact us
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.
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.
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.
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.
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.
No, unfortunately, we’re not able to accept pensions that are already in payment or if you’ve already taken income from.