EQi will be open to new customers soon
If your employer has let you know that your SAYE or share scheme has matured, you have the option to open a tax-efficient investment account with EQi. It means you can keep investing and aim to grow your wealth over the long-term.
If you joined EQi through Equiniti’s corporate relationships, such as SAYE schemes, you can also open new investment accounts with us.
-
A Stocks & Shares ISA
An 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.
It means that with an EQi ISA, you have the freedom to withdraw money, and pay it back in the same tax year, without it counting against your annual £20,000 allowance.
-
A Lifetime ISA
A LISA is a Lifetime ISA, an account available if you are aged between 18-39 to help people save for their first home or put money aside for their retirement.
The big plus is that you can invest up to £4,000 in an EQi LISA each year, giving you access to a wide range of investments, and the government will add a 25% bonus up to a maximum of £1,000.
EQi has transferred some of its business to the investment platform interactive investor (ii) and we are now closed to new customers.
For customers who have transferred, your EQi account is now closed and your new service with ii started on 28 June. Please now log in to ii to manage your investments.
If you wish to find out more about the move, please refer to our transfer archive here. The information available includes a booklet that compares the ii service to EQi’s.