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Why EQi?

  • Tools

    Pension calculator

    Plan your retirement by assessing how much you should be investing each month to reach your pension pot goal.

  • CHOICE

    The ISA factor

    A Stocks and Shares ISA allows you to invest up to £20,000 per year and any gains are tax-free. Plus, we are one of the few providers to offer a flexible ISA.

  • Insights

    DIY Investor Magazine #24

    We've teamed up with DIY Investor Magazine so we can offer you even more insight on your approach to DIY investing.

Insights

15.05.20

Children of the revolution: the aftermath of lockdown

01.05.20

COVID-19: Dividend outlook for 2020

01.05.20

How to construct an equity portfolio

23.04.20

Do you have home-bias? Investing in the UK or looking further afield

15.04.20

What to do with your ISA allowance amidst market uncertainty

08.04.20

Is it too late to invest in Asia? The future still looks bright

04.04.20

Market circuit breakers: everything you need to know

03.04.20

Surging oil stocks nudge FTSE 100 into the black

19.03.20

Four tips to protect your portfolio in the bear market

  • 15.05.20

    Children of the revolution: the aftermath of lockdown

    01.05.20

    COVID-19: Dividend outlook for 2020

    01.05.20

    How to construct an equity portfolio

  • 23.04.20

    Do you have home-bias? Investing in the UK or looking further afield

    15.04.20

    What to do with your ISA allowance amidst market uncertainty

    08.04.20

    Is it too late to invest in Asia? The future still looks bright

  • 04.04.20

    Market circuit breakers: everything you need to know

    03.04.20

    Surging oil stocks nudge FTSE 100 into the black

    19.03.20

    Four tips to protect your portfolio in the bear market

New! Podcasts

  • 02.04.20

    Investing during COVID-19: Special episode

    In this special edition of The Smart Money, Vanessa Howard talks to former wealth manager and self-investor Mark Grotzke, about the factors that matter when preserving the value of your portfolio during significant market volatility.

  • 30.03.20

    Welcome to The Smart Money podcast!

    What should any self-investor know about risk? How much time should I commit?

    In the first episode of The Smart Money, Mark Grotzke shares his insights from 40 years of wealth management and financial advice, and answers questions about how to be an effective self-investor.

  • Next up

    Episode 2: How to pick stocks [coming soon]

    What should you know about a company before you back it? When should you buy, and when should you sell A long-term self-investor shares insight and practical tips about how to sharpen your skills and how to protect your portfolio.

  • Market data

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    Invest up to £20,000 per year, take advantage of tax-free investing, and access your money at any time

  • Self-Invested Personal Pension

    Enjoy more control and access to a wider range of investment options and benefit from attractive tax advantages

  • Lifetime ISA

    Available for those aged 18-39, you can invest up to £4,000 per year and the government will add a 25% bonus up to a maximum of £1,000