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Wealthify: Self-Invested Personal Pension reviews

4.88
Based on 441 reviews, last reviewed 25th Mar 2025
100% decrease in 5 star reviews
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Latest highest rating:

5

Wealthify By Far the Best Choice Ever since I moved my private pension from my previous pension provider to Wealthify in 2020, I can safely say that it’s been plain sailing for the mo... Read more Reviewed on: 25th March 2025
Sean Fisher's avatar
Sean Fisher

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
heathertwaugh@gmail.com's avatar
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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 (441)

Excellent transparency & costs

5
Using the App I can easily see the state of my pension. Transferring old pensions was painless. The managed funds perform well and should I wish to I can tinker to my heart's content. Reviewed on: 28th February 2023

Easy to set up ethical investment pension

4
This was very easy to set up and is very easy to keep track of and manage. The companies invested all look pretty ok ethically and there don't seem to be any fossil fuel investments (which was a bit of an issue with some of the other 'ethical/sustainable' pensions I looked at). Reviewed on: 28th February 2023

Brilliant

5
Brilliant company with really easy to use app. Reviewed on: 28th February 2023

Really easy and user friendly website. I love it!

5
I'm very happy using Wealthify. Its really easy to manage on-line. I can change my DD instruction and pay more in by Debit Card if I have the spare cash. Reviewed on: 28th February 2023

Excellent customer service

5
No jargon, just plan speaking and everything is explained no question is to small or silly and always friendly and polite. Reviewed on: 28th February 2023

Great and straightforward service

5
Easy to understand and visualise using the app. Along with good advice and information. Reviewed on: 28th February 2023

Wealthify pension

5
Very good set up and professionall and approacable Reviewed on: 28th February 2023

Great App, and the product is easy to adjust

4
Little disappointed in the return so far, but can't fault the app and functionality. Reviewed on: 28th February 2023

Lucky with my pension

5
I transferred my pension to Wealthify from Pension Bee which was quick and simple with their transfer process. I was really lucky that I was out of the market when the transfer was taking place as the markets dropped substantially, but when it was re-invested the plan value went up. Not everyone has this experience but a pension is a long term investment - so I expect to see more ups and downs along the way. Everything is looking good so far. Reviewed on: 28th February 2023

Works well

5
Good to follow your investments and very transparent Reviewed on: 28th February 2023

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