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Review of the Wealthify, Self-Invested Personal Pension:

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Fairly good, some issues though

I really like the app which is very slick and shows all the information I need. Also like the investment process when tipping up the pension, seems fairly efficient. On the downside, I have had issues with the high level of cash they keep which doesn’t match the expected allocation. I’m also unsure why they have quite so many funds in the models, I think I’m invested in 18 funds, some with allocations so low that they seem pointless, or three different funds for US equity exposure. But overall, I do like Wealthify and will persevere. Reviewed on: 11th March 2023

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