Wealthify Personal Pensions (SIPP) Cashback Offers & Discounts

Get up to £400 of the price back with our Wealthify Personal Pensions (SIPP) cashback offers

Sign up for free and just shop with Wealthify Personal Pensions (SIPP) as normal. Our average member earns over £300 cashback a year.

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Wealthify Personal Pensions (SIPP) Cashback

For new customers to Wealthify who make an initial deposit or transfer of £2000 - £4999.99 T&Cs apply. Capital at risk.

£10

For new customers to Wealthify who make an initial deposit or transfer of £5000 - £9999.99 T&Cs apply. Capital at risk.

£25

For new customers to Wealthify who make an initial deposit or transfer of £10,000 - £19,999.99 T&Cs apply. Capital at risk.

£50

For new customers to Wealthify who make an initial deposit or transfer of £20,000 - £29,999.99 T&Cs apply. Capital at risk.

£75

For new customers to Wealthify who make an initial deposit or transfer of £30,000 - £39,999.99 T&Cs apply. Capital at risk.

£100

For new customers to Wealthify who make an initial deposit or transfer of £40,000 - £49,999.99 T&Cs apply. Capital at risk.

£200

For new customers to Wealthify who make an initial deposit or transfer of £50,000 - £99,999.99 T&Cs apply. Capital at risk.

£300

For new customers to Wealthify who make an initial deposit or transfer of £100,000+ T&Cs apply. Capital at risk.

£400

Wealthify Personal Pensions (SIPP)

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New customers to Wealthify who make an initial deposit or transfer of at least £2,000 into selected products. As with all investing, your money is at risk. The value of your portfolio can go down as well as up and you could get back less than you put in. The tax treatment of your investment will depend on your individual circumstances and may change in the future. You should seek financial advice if you are unsure about investing.

Use of a promotional/voucher code not posted and approved by TopCashback.

Cashback is calculated for the item(s) price only, not including VAT, delivery or other fees.
These terms and conditions apply for an account registered after 13/02/2025 12:00pm
Cashback will only be paid to new Wealthify customers who are over the age of 18 and UK tax residents.  It will not be paid if you are or have previously been a customer of Wealthify. 
You must fund a new Stocks & Shares ISA, Junior ISA or SIPP (Pensions) Plan within 180 days of opening your Wealthify Account. ‘Account’ means your Wealthify account made up of your personal data, your Plans (including Junior ISA Plans for which you are the registered contact) and Wealthify Messages. Wealthify General Investment Accounts (GIAs) and cash savings accounts are excluded from this cashback offer.
The total cashback will be calculated based on the sum of all investments held on the final day of the calendar month 12 months after the first investment reaches your Wealthify Plan.
Only the first funded Plan will qualify for cashback. 
Only one Account per person. In the event of multiple Wealthify Accounts being opened all cashback will be invalidated and not paid out. 
Cashback will be paid within 450 days of funding your plan.
Wealthify reserve the right to cancel your Wealthify Account and decline your cashback should there be a reasonable basis for suspecting fraud or that you are abusing the terms of the cashback promotion. 
If you transfer an existing investment into Wealthify, we will not be responsible for paying any exit fees that may be charged by your current provider. It’s worth finding out if your existing provider charges exit fees, as these could limit the financial benefit of changing provider.
Should your cashback fail to track automatically, please submit a 'Missing Cashback' claim within 100 days of your order.
You should understand the different fees and charges before making any transfers, checking that everything makes financial sense for you.
We are unable to accept any pensions that you’re taking an income from or any pensions with defined benefits or guarantees. For other pensions, you should also consider whether you may lose any other valuable features if you transfer, such as loyalty bonuses.
Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.  Standard investment and management fees apply. For details of our latest fees and investment costs, see the Wealthify fees page.
The Wealthify standard terms and conditions also apply and are not affected in any way by this offer. 
Cashback is not available for employees or their immediate families of Wealthify or Embark.
Cashback will not be paid in conjunction with any other offer, voucher or discount code unless listed on this page or approved by Wealthify. 
The Cashback is offered through the TopCashback website and is subject to their standard terms and conditions. 
Cashback will not be paid by TopCashback if the offer has been withdrawn by Wealthify.  Wealthify reserve the right to withdraw the offer at any time without notice. Cashback sums may vary.
Cashback is paid by TopCashback and not Wealthify. Should you have questions regarding your cashback please contact TopCashback and not Wealthify. A "Missing Cashback" query must be submitted within 100 days of the transaction, if the transaction does not track automatically.
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TopCashback Limited is an introducer appointed representative of Wealthify Limited which is authorised and regulated by the Financial Conduct Authority

See also our general terms & conditions.

Wealthify Personal Pensions (SIPP) Cashback Offers & Discounts

Get up to £400 of the price back with our Wealthify Personal Pensions (SIPP) cashback offers

How much cashback can you get?

Wealthify Personal Pensions (SIPP) Cashback

Wealthify Personal Pensions (SIPP)

Cashback exclusions and terms

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