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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 50 alternative providers

  • TOOLS

    Fund picks for seasoned investors

    Emerging Markets, US equities or Asia, we've got 50 funds to choose from

  • TOOLS

    FTSE indices

    Access best-in-class investment data powered by Morningstar

  • Smoother, faster transfers for our customers

    We work with STAR, an initiative which focuses on improving the transfer of savings and investments from one financial institution to another. 

    At EQi, we are committed to making the transfer of assets into your ISA, LISA, SIPP or dealing account easy and quick.

  • Star logo