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The home of intelligent investing

Access a world of investing opportunities and independent analysis with EQi

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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

25.09.20

Investing Basics: how to choose an investment trust

24.09.20

Investors embrace ESG funds during the crisis; is passive set to be massive?

23.09.20

Investing Basics: What is a P/E ratio and how to use it to create a fair value calculation for shares?

21.09.20

A time for caution?

18.09.20

Schroder income growth: 26 consecutive years of dividend growth

16.09.20

Lockdown changed the world, and now ethical investing will too

14.09.20

Investing styles - core and satellite investing for your ISA or SIPP

10.09.20

Financial independence - start planning early to achieve the lifestyle in retirement you want

09.09.20

No need for compromise

  • 25.09.20

    Investing Basics: how to choose an investment trust

    24.09.20

    Investors embrace ESG funds during the crisis; is passive set to be massive?

    23.09.20

    Investing Basics: What is a P/E ratio and how to use it to create a fair value calculation for shares?

  • 21.09.20

    A time for caution?

    18.09.20

    Schroder income growth: 26 consecutive years of dividend growth

    16.09.20

    Lockdown changed the world, and now ethical investing will too

  • 14.09.20

    Investing styles - core and satellite investing for your ISA or SIPP

    10.09.20

    Financial independence - start planning early to achieve the lifestyle in retirement you want

    09.09.20

    No need for compromise

The EQi podcast

  • 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.

  • 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.

  • 10.06.20

    Episode 3: Edmund says act your age

    We set out to find out how you can get investing working for you in every decade but financial journalist Edmund Greaves also reveals how getting more for your money links an ex-guerrilla coffee collective in Nicaragua and an investing club for retired women in North Yorkshire.

  • 14.08.20

    Episode 4: Breaking down the myths

    Award-winning financial journalist Paul Thomas tackles common myths about investing, covering volatility, gambling, trading, Hollywood and even the price of milk. By unpicking some misconceptions, you might hear some useful insights into how to ‘get rich, slow’.

  • Market data

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Which account is right for you?

  • Dealing Account

    For individuals or a group of up to four people, access global investments with this flexible, unrestricted account

  • Flexible ISA

    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

*Correct September 2020