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Wealthify: Self-Invested Personal Pension reviews

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

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4.87

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.

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Wealthify Self-Invested Personal Pension reviews (438)

Excellent

So easy and quick to initiate my pension transfer Reviewed on: 23rd March 2022

Self investment pension plan

Super easy to set up my SIPP, excellent communication and transparency. An easy to use and secure app, I couldn't be happier with my overall experience. Reviewed on: 23rd March 2022

Good so far.

Great app, easy to use/intuitive, regular emails. Reviewed on: 22nd March 2022

Simplicity

I have consolidated a personal pension with three small automatic-enrolment pensions into one consolidated pot with Wealthify, which I am adding to monthly. This was surprisingly easy, both setting up and making the transfers, and it only takes seconds to login and check on progress. I've taken advantage of a few cashback incentives and have found messages/queries when they've arisen answered quickly and effectively. So all good from the customer end. Fees seem ok and performance much as I expected/hope for. Reviewed on: 3rd February 2022

Great Pension and Calculator to keep you on track.

I moved my pension to Wealthify in 2020, the investments have done really well, the ethical option is great for my future and they have a pension calculator that tells you what sort of monthly pay your pension might create in retirement! Reviewed on: 1st February 2022

The pension provider that looks after you

Great experience with this company and everything has been positive Reviewed on: 19th January 2022

They take the pension pain away!

I’m basically getting fund managers who work in my interests for a very fair comparable fee. It allows me not to stress or worry and to keep focused on everyday life. The control is there if and when I want it so the balance and expertise available is a game changer for the industry. Reviewed on: 18th January 2022

Easy and efficient

As a complete stranger to this sort of thing, Wealthify made everything easy to monitor and understand, plus I appreciate the user-friendly app :) Reviewed on: 18th January 2022

Straight forward, transparent and honest

A good all-round product, clear, concise with lots of support measures for the uninitiated user. Reviewed on: 18th January 2022

Ease and understanding of customer's need.

Their information was relevant to my requirements and the choices were easy and helpful for my needs. The online connection is good and readily accessible and I feel happy, confident and satisfied with my investment with Wealthify. Reviewed on: 18th January 2022

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