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Pensions

Useful information if you're thinking about saving into a pension for the first time or making decisions for your retirement.

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Talk to us about taking financial advice – book a free consultation
Talk to us about taking financial advice – book a free consultation

Your retirement saving options outside of a pension
Your retirement saving options outside of a pension

The Good Guide to Financial Planning
The Good Guide to Financial Planning

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Blog

Talk to us about taking financial advice – book a free consultation 3 min read

Jeannie Boyle
Jeannie Boyle,

27/07/2022

Organising your personal finances is extremely important to you, and that’s why we believe it starts with us getting to know you; understanding your needs and objectives and you getting to know us.

Blog

Your retirement saving options outside of a pension

While pensions are a key part of saving for retirement, they're not the only option. Other alternatives can supplement this and offer you more flexibility.

Dale Scorer
Dale Scorer,

14/01/2022

4 min read

Guide

The Good Guide to Financial Planning

EQ Investors and Good with Money have published 'The Good Guide to Financial Planning'.

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Guide

Blog

National Insurance and dividend tax rises – what you need to know

The Prime Minister has announced plans to raise National Insurance rates by 1.25 percentage points for employers and employees, with tax on share dividends rising by the same amount.

3 min read

Blog

Normal minimum pension age to increase from 55 to 57, from April 2028

Measure is part of a wider government agenda to prevent the proportion of people’s lives spent in retirement becoming unsustainably high.

Jeannie Boyle
Jeannie Boyle,

02/08/2021

3 min read

Blog

Budget 2021: Chancellor navigates fragile public finances

Rise in corporation tax and freeze on personal tax thresholds.

3 min read

Blog

Greening your investments with a Good Egg

Guest post from Lori Campbell, Editor of Good with Money.

Lori Campbell
Lori Campbell,

02/03/2021

2 min read

Blog

5 tips for financial fitness in 2021

As a turbulent 2020 ends, the New Year is an opportune time to consider whether your financial plans are on track and highlight areas for action.

Jeannie Boyle
Jeannie Boyle,

06/01/2021

3 min read

Blog

Pension Awareness Week 2020: pension apathy will hit your retirement plans

Apathy can be the undoing of many retirement plans.

2 min read

Case Study

Setting up a pension for the grandchildren

Ulrik and Silvia Andreas are fortunate to have both retired with final salary pensions. This has provided them with excess income that they wish save for the benefit of their only grandchild, Lucas.

Dale Scorer
Dale Scorer,

12/07/2020

1 min read

Blog

It’s time to make our money matter

EQ Investors is proud to be a pledge partner for the Make My Money Matter campaign.

Ben Faulkner
Ben Faulkner,

30/06/2020

2 min read

Guide

Know your options at retirement

Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider as you think about this transition and find the best way to fund the retirement you want.

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Guide

Blog

Getting to grips with the pensions lifetime allowance

The Lifetime Allowance for pension savings brings plenty of challenges.

Matt Lewis
Matt Lewis,

18/05/2020

2 min read

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Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

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Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Best Ideas – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Best Ideas – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

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