SIPP transfer FAQs
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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.
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Risk warnings
The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.
EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer’s pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.