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Our response to the Budget 2017

The Chancellor outlined a Budget overshadowed by a downgrade in the UK's economic prospects, whilst seeking to prepare the country for the lead-up to Brexit. ...more

Market View Q4 2017

Our market view explains how we position our client portfolios, taking your risk profile and the relative attractiveness of different asset classes into account. ...more

EQ Foundation update

The fire at Grenfell Tower was probably the most horrific incident to occur in the UK so far this century. In addition to the tragic loss of life, the survivors and many others have had a life changing experience and many are still hospitalised. ...more

Making a successful plan for retirement

More and more of our clients are having to decide how to use their savings efficiently in retirement. It's never been so difficult to make a plan that doesn't run the risk of either running out of money, or of cutting back unnecessarily on spending while you can really enjoy it. ...more

Time to act now on VCTs

Uncertainty around the continuation of UK tax reliefs for Venture Capital Trusts has driven several funds to announce large fundraises early this year. ...more

Josh Seager

Market View Q3 2017

Our market view explains how we position our client portfolios, taking your risk profile and the relative attractiveness of different asset classes into account. ...more

EQ now and then

It's still a few months off, but October will mark three years since the launch of EQ Investors. Now is a good time to look back at where we started, what we have accomplished so far, and get a glimpse of the future. ...more

Act 3: a great life after 50

On Wednesday, 4 October 2017 we are delighted to present an evening's exploration hosted by professional coaches - and EQ clients - Judy and Adrian Reith. Register online. ...more

Another election surprise

On the importance of EQ in politics, the volatility of reputations, and a return to two party politics: our initial response to the UK election result. ...more

EQ is officially a Good Egg

EQ is honoured to be one of the first two UK companies to be awarded Good With Money’s new ‘Good Egg’ kitemark – for financial services companies that are making a positive impact. ...more

Josh Seager

Market View Q2 2017

Our market view explains how we position our client portfolios, taking into account the relative attractiveness of different asset classes. ...more

Is reflation here to stay?

In the second half of 2016, the global economy embarked on a ‘reflation’ regime that has been impacting the investment environment ever since. This has been positive for risk assets as confidence levels improve. ...more

New Lifetime ISA: how it works

In his March 2016 and final budget, George Osborne announced the introduction of a new 'Lifetime ISA' from 6 April 2017, to encourage younger people to save for their first property purchase or retirement. ...more

Is the ‘safe rate of withdrawal’ just a dangerous idea?

Most people gave a warm welcome to ‘pension freedoms’, which ended the effective compulsion to buy an annuity. But pensioners face a significant new risk: running out of money if they spend their retirement funds too quickly. What they need to know is how much they can afford to spend each year. ...more