Wealthify: Managed Investments

Our experts help you make the most of your money, so you can make the most of your time. That’s a real return on investment — and why the smart money’s with Wealthify. AT A GLANCE • Simple choice of investment styles expertly built and managed for you • A free way to combine your old workplace pensions • Invest in your child’s future with our award-winning Junior ISA • Grow your cash savings with competitive rates • Owned and backed by Aviva AWARD-WINNING PLATFORM • Boring Money’s 2025 Best Buy ISA and Best for Customer Service • Your Money’s 2025 Best Pension Platform • Personal Finance Awards’ Best Junior ISA for 7 years running and Best Personal Finance Online Service — 3 years in a row SAFE AND SECURE We’re owned and backed by Aviva, one of the UK’s oldest and largest financial services institutions. Wealthify operates independently, meaning you get the best innovation in smart, simple investing together with the security of knowing that we’re here to stay and operate to the highest standards. INVESTING FOR THE LONG TERM Stocks and Shares ISA • Invest up to £20,000 tax-efficiently each year • Let our experts build and manage your Investment Plan for you • Unlimited withdrawals of your money, without penalty General Investment Account • A great option if you've used your ISA allowance • No limit on how much you can invest annually • Withdraw your money at any time without penalty CREATING YOUR PENSION POT Self-Invested Personal Pension (SIPP) • Combine previous pensions into one handy pot • Provides multiple investment options to suit your needs • Choose an Ethical Pension to invest in line with your values FOR YOUR CHILD Junior Stocks and Shares ISA (JISA) • Invest in your little one from as little as £500; put aside up to £9,000 every year • Invite family and friends to contribute directly to your child’s JISA • Easily transfer another Junior Cash ISA or Child Trust Fund to us With investing, your capital is at risk. Tax treatments depend on you