FAQs

Frequently asked questions

Please see our frequently asked questions (FAQs) below. These FAQs are in relation to the self-select service provided by my wealth invest, part of the Wealth at Work group.

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1 - Why choose the my wealth invest ‘Self-Select’ service?

2 - Which account to choose and how to open?

3 - How do I invest?

4 - Understanding SAYE Transfers

5 - Other options

6 - Understanding a diversified investment

7 - Fees

8 - Withdrawals

9 - Managing my account

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No advice is offered in the provision of the self-invested personal pension (SIPP) provided by my wealth invest. Tax treatment will depend on your individual circumstances and is subject to change in future. The value of your investments may go down as well as up, and you could get back less than your initial investment. During any transfer, your investment will be out of the market. Seek independent financial advice if you are unsure of the suitability of any investment. my wealth invest is a trading name of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and is part of the Wealth at Work group. Registered in England and Wales No. 05225819. Registered Office: Third Floor, 5 St Paul’s Square, Liverpool, L3 9SJ. Calls may be recorded and monitored for training and record-keeping purposes.

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