Investments for TSB Customers provided by Wealthify
Wealthify offer an easy and affordable way to invest. Your money is carefully managed by their team of experts and invested in a way that matches your needs. Choose one of the products below to get started.
With investing, your capital is at risk. The tax treatment of your investment will depend on your individual circumstances and may change in the future.
ENJOY 6 MONTHS OF FEE-FREE INVESTING!
Sign up to Wealthify by 28 February 2022 and pay no management fees for 6 months**.
It might not seem like a long time, but if you think about it, that's 6 payslips and 6 months' performance for you to see what we're made of without needing to pay a penny in management fees. There’s never been a more affordable way to start investing.
**Offer excludes Wealthify's Pension and is only available to new customers to Wealthify. Investments costs apply.
Choose your Account
What is a General Investment Account?
- A flexible, standard investment account
- No annual limit on contributions - pay in as much as you like
- Returns are subject to tax
- A good option if you've used your annual ISA allowance
- With Wealthify there's no minimum investment, and you can withdraw anytime without penalty
What is a Junior ISA?
- A Stocks and Shares Junior ISA that lets you invest for your child's future
- Pay in up to £9,000 every tax year
- Tax free returns
- The money belongs to your child, and can only be accessed by them when they turn 18
- Easily transfer an existing Junior ISA (JISA) or Child Trust Fund (CTF) to Wealthify
What is a personal pension?
- Also known as a Self Invested Personal Pension (SIPP)
- Invest up to £60,000 or 100% of your earnings (whichever is lower) across all your pensions
- We automatically add 25% tax relief
- If you're a higher rate tax payer you can claim additional relief through your tax return
- Minimum initial investment is £50 and minimum monthly investment is £50
Why Wealthify?
We want to help make your money work harder. It's simple - you choose what type of investor you want to be, from cautious to adventurous, and we'll build you an investment Plan and manage it for you.
Strength In Depth
Wealthify is backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 300 years.
We operate independently of Aviva, which means 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.
Being part of the Aviva group of companies allows us to develop our business, but at an accelerated pace and with greater confidence.
Wealthify Customer Reviews
Learn more about Wealthify
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Who is Wealthify backed by?
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In February 2018, Wealthify entered into a strategic partnership with Aviva, the UK’s largest insurance provider and a global financial services company, which included Aviva taking a majority stake in the business.
This is great news for Wealthify customers. With Aviva’s backing we’ll be able to accelerate our ambitious growth plans and bring you a host of new features and products, so watch this space!
Our investment team will continue to manage your investments independently of Aviva. We do not currently use Aviva funds in our investment Plans, and there is no obligation for us to do so in the future.
Wealthify remains fully authorised and regulated by the Financial Conduct Authority and our customers’ money can be covered by the Financial Services Compensation Scheme (FSCS) up to £50,000.