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Wealthify: Self-Invested Personal Pension reviews

Name: Self-Invested Personal Pension
Rating: 4.84 (438 reviews)

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4.89

Based on 438 reviews, last reviewed 23rd Jul 2024

No new 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:

4

Wealthify app is easy to use. Wealthify app is easy to use.You can find all the information you need. Reviewed on: 23rd July 2024

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 from as little as £50, 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.

Wealthify Self-Invested Personal Pension reviews (438)

Review of the Wealthify, Self-Invested Personal Pension:

Very easy transferring pensions across.

Very easy transferring pensions across. Reviewed on: 11th March 2024

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

Great

Simple app, works well and easy to understand. Reviewed on: 28th February 2023

Great fund managers

Great service. Transparent and successful! Reviewed on: 28th February 2023

Very pleased with the service, and app

New to private pensions and investing have found the app really easy to navigate, find the articles really informative, low fees, very pleased with the service and have told friends and family about it Reviewed on: 28th February 2023

Easy to set up

Easy to set up and see how things have gone up or down. Reviewed on: 28th February 2023

Stressless experience

Has had SIPP, can't fault it, had no issues. Closed it to combine with other small portfolios Reviewed on: 28th February 2023

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