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Wealthify: Self-Invested Personal Pension reviews

Name: Self-Invested Personal Pension
Rating: 4.84 (442 reviews)

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4.86

Based on 442 reviews, last reviewed 7th Sep 2025

100% increase in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

87%

11%

1 star

Latest highest rating:

5

Easy to use app, easy transfers. Easy to use app, easy transfers. Reviewed on: 7th September 2025

Latest lowest rating:

2

Not a fan My plan basically hasn’t made any money for a very long time, and I don’t get the impression that Wealthify do as great a job of diversifying your por... Read more Reviewed on: 28th February 2023

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About this product

Wealthify offer a Self-Invested Personal Pension (SIPP).

You can contribute via Direct Debit or one-off payments and choose from Cautious to Adventurous, Original or Ethical funds. You can also combine your old pensions into one by transferring them to Wealthify.

Wealthify Pension reviews help you find out what it’s really like to be a customer. If you’ve used Wealthify before, you can also leave a review and share your experience.

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Wealthify Self-Invested Personal Pension reviews (442)

So Simple - Even I Could Do It!

As part of the older generation - apps, mobiles, and technology often get me stuck. But the process of joining Wealthify was so simple - even I could do it. And it hasn't ended there. Keeping up to date is simple too - with informative messages when my pension updates - a very simple to use dashboard - and easy access via mobile or laptop. Oooo ... and I love the graphs too. Happy days :-) Reviewed on: 1st March 2023

Strong Contemporary Company

WEALTHIFY is a Strong Contemporary Company and their Pensions are easy to set up and manage. Reviewed on: 1st March 2023

Customer friendly pensions

User friendly website with regular updates on movements and newsletters and very reasonable charges. Reviewed on: 1st March 2023

Accessible

I'm transferring my pension from Aegon. They are chalk and cheese. Wealthy is ready to access, easy to change options by the look of it. And all the info about how the pension is doing and costs are right there. It charges are a bit higher. Maybe because I chose the ethical option. I also like the aesthetics of the website. Plus there are incentives. I should be due £100, which makes a massive positive difference to the overall return Reviewed on: 1st March 2023

Great, easy & straight forward investment

Feel confident and happy that my pension pot is building, clear and concise to keep track. Reviewed on: 1st March 2023

Overall excellent experience

First class service and friendly service Reviewed on: 1st March 2023

Peace of mind for the self employed

Although we live in turbulent times, I feel confident that PensionBee is a rock I can rely on to manage my pension. Being self-employed, I take comfort knowing that PensionBee will adjust my pension appropriately for my age - within my agreed attitude to risk. Their company communications about pension and the financial markets are easy to understand and help is easily accessible if needed. The app makes monitoring and topping up my pension easy. Reviewed on: 1st March 2023

Pension Provider Par Excellence.

Ever since I moved my pension over to Wealthify from my previous pension provider, I can honestly say that it was a decision that I should have made sooner. Overall, everything about the way that their company operated was a breath of fresh air. The app is truly a godsend, where everything that you want do with and know about your pension fund is at your fingertips. Their customer service is also excellent, with prompt, friendly and informative responses that are detailed but simple to understand. I would recommend Wealthify to anyone who already has a pension and is thinking about moving it to another provider, or anyone who wishes to start investing in one for their future retirement. Reviewed on: 1st March 2023

Excellent and transparent service

Wealthify has helped me set up a pension plan that I can afford in my circumstances. They have been very open with me and their updates are useful as you know where you are. Reviewed on: 1st March 2023

Excellent product

Easy to use web site with easy to understand products, explained in lay men’s terms. Reviewed on: 1st March 2023

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