Get started

This is the first step of investing online in an ISA, SIPP or General Investment Account

Invest in an ISA or Investment Account

Please note that you will need to have the following information available in order to complete the transaction:
  • Your National Insurance Number
  • Information about your annual income & expenditure plus assets and liabilities
  • Your bank details
You will be transferred to a website operated by Parmenion who act as custodians. The whole process usually takes about 10 minutes. You can save your inputs halfway through the journey.

Transfer an ISA

Transferring your current ISA(s) to EQ Investors means you can take advantage of our transparent charges for all your investments. You can also track and monitor them all in one place.  As soon as you decide to move your investments, we’ll work with your current provider to carry out the transfer as quickly as possible. Investments held outside an ISA can also be sold and the proceeds invested in an EQ Investors ISA with no switching fee. For this type of investment you need to speak to our advisers. Please give us a call on 020 7488 7171 and we’ll be happy to discuss this with you.

Consolidate your pensions

Many people accumulate a number of different pension schemes over the years. For convenience and the potential for superior performance it may be worth consolidating these in to a Self-Invested Pension Plan (SIPP) managed by EQ Investors. We can provide you with advice on this. It’s important to check out the details, such as current charges and potential exit penalties. This can be a valuable exercise as many people are unaware of the real cost of their current pension arrangements. Pensions we will consider:
  • Personal pensions
  • Stakeholder pensions
  • Other SIPPs
  • Executive pension plans (EPPs)
If you have a pension not listed above, please give us a call on 020 7488 7171 and we’ll be happy to discuss this with you.
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