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Transfer your SIPP to EQi

Once you open an EQi account and choose a SIPP provider, you can transfer an existing SIPP to us in just three steps

OPEN YOUR SIPP
  • STEP 1

    Open an EQi SIPP

    Open an EQi account, choose a SIPP provider and let them know if you want to consolidate or transfer in other pensions

  • STEP 2

    Start your transfer

    Get in touch with your existing SIPP provider(s) and ask them to arrange the transfer to your new EQi SIPP

  • Step 3

    Transfer complete

    Once the transfer has been completed, you can manage your investments from EQi

SIPP transfer FAQs

  • The role of SIPP providers

  • How do I request a transfer?

  • Can my new SIPP provider also accept new cash contributions when I open my pension?

  • What is an ‘in specie transfer’?

  • Are there assets you cannot hold on the EQi platform?

EQi benefits

  • WHY EQI?

    Choice

    Choose a SIPP from EQi or from a panel of over 70 alternative providers

  • TOOLS

    50 fund picks for seasoned investors

  • TOOLS

    FTSE indices

    Access best-in-class investment data powered by Morningstar