Introducing the
Moneybox Pension
Bring together your old pension pots, contribute towards your retirement and take control of your financial future.
Download the app to get started!
A pension designed for the way you live today
Say goodbye to multiple pension pots, old-fashioned snail mail and financial jargon.
We’ve made it simple to:
- Bring together your old stranded workplace pensions
- See exactly how much money you’ve got and where it’s invested
- Contribute to your pension and automatically receive 25% tax relief from the government
- Take control of your money and plan your financial future
It's important you know
- You should consider the charges and benefits before transferring your pension to Moneybox, and whether the risk and reward profile of the investments offered matches your needs.
- We can’t accept transfers if your provider will charge you to leave, or where you might lose guaranteed benefits.
- We do not currently offer drawdown products for the Moneybox Pension.
- As with all investing, the value of your pension can go up and down, and you may get back less than you invest.
If you’re not sure whether the Moneybox Pension is right for you, we recommend that you contact a suitably qualified financial adviser for help.
For more information about our Pension, please see our Key Features Document.
Getting started is easy
1. Download the Moneybox app
Select a Personal Pension account after you've registered.
2. Find your old pension pots
Tell us a few details about your old pension pots, or skip this step to start a new pension.
3. We'll handle your transfer
Our dedicated team will handle your transfers and update you throughout the process.Award-winning app
Recognised by the industry and our consumers.
Best Money
App
Best for
Beginners
Digital Wealth
Management Provider
Digital Wealth
Manager
Join our community
So far we’ve helped over 500,000 people save and invest for their future. Ready to join us?
Questions & Answers
If you have any questions, please chat to us in the app or email us via support@moneyboxapp.com.
How do I transfer my old pensions to a Moneybox Pension?
In light of current events, we’re currently unable to accept pension transfers where your existing provider uses a manual…
What if I don’t know my existing pension provider or policy number?
We know it can be tricky to keep track of old pensions and who they are held with. The…
What pension funds can I invest in?
The Moneybox Pension currently has three options for you to invest in. These are the Fidelity World Index Fund…
Can my employer pay into my pension?
Unfortunately not. Only you, the policyholder, can make contributions to your Moneybox Pension. However, you can transfer in old…
Safety & Transparency
Covered by the FSCS
Moneybox and our partner banks are covered by the government's Financial Services Compensation Scheme up to a limit of £85,000. Please be aware that this does not cover a decline in the value of your investments.
Bank level encryption
We use 256-bit TLS encryption for all your personal information and will never share any of your details with third parties without your consent.
We're here to help
If you have any questions, you can chat with us in the app or email us via support@moneyboxapp.com.
Fees
We believe in being fair and transparent, so we've set out the fees you'll pay for our Personal Pension in the table below. These fees cover all trading and transaction costs.
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Monthly subscription fee£ 0
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Annual Moneybox platform fee
Charged monthly
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Balances up to £100,000 0.45%
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Balances over £100,000 0.15%
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Annual Fund provider costs
Incl. transaction costs0.12% - 0.30%Charged monthly
Our other products
It's important you know
All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.
