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Retirement in focus

Using your savings well in retirement is one of life's great challenges. These articles highlight some of the most common issues.

Know your options at retirement

Alex Michelsen

How long will my pension need to last?

Alex Michelsen

Making pension contributions on behalf of your spouse

Jeannie Boyle

Exceeding the lifetime allowance

Jeannie Boyle

Are your finances on track? Find out with our free online health check

Get started

Tax in focus

Tax can have a seriously negative impact on your investment returns. It's worth making full use of your allowances and avoiding tax traps.

Tax matters

Alex Michelsen

Pros and cons of ISAs, GIAs and SIPPs

Jeannie Boyle

Splitting assets between married couples

EQ Investors

Use or lose your annual capital gains allowance

Ben Faulkner

EQ has developed a unique online tool for demonstrating the relative attractions of ISAs, SIPPs and Investment Accounts

Try it now

Impact in focus

Interested in aligning your investments with your values? Learn more about impact investing:

Positive Impact Methodology 2020

Alex Michelsen

Methodology – impact measurement for SDG 12

Louisiana Salge

Q&A: What is impact investing?

Damien Lardoux

Impact report 2018 – EQ Positive Impact Portfolios

Ben Faulkner

We believe that everyone can make a positive impact through their investments, and earn outstanding returns

Find out more

See all guides

Free guides

Managing your personal finances in difficult times

Managing money is difficult, even in the best of times. Then throw in a global pandemic, a recession, and lots more uncertainty about the future.

Introducing EQ

How can we help you? EQ is a staff-owned chartered financial planning firm that offers a full range of life planning and financial advisory services…

Giving is great

A handbook to help donors make better decisions when supporting charities and social enterprises.

Introducing EQ

How can we help you? EQ is a staff-owned chartered financial planning firm that offers a full range of life planning and financial advisory services…

Giving is great

A handbook to help donors make better decisions when supporting charities and social enterprises.

How to buy protection insurance

Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.

Giving is great

A handbook to help donors make better decisions when supporting charities and social enterprises.

How to buy protection insurance

Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.

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…

How to buy protection insurance

Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.

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…

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

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…

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…

Managing your personal finances in difficult times

Managing money is difficult, even in the best of times. Then throw in a global pandemic, a recession, and lots more uncertainty about the future.

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…

Managing your personal finances in difficult times

Managing money is difficult, even in the best of times. Then throw in a global pandemic, a recession, and lots more uncertainty about the future.

Introducing EQ

How can we help you? EQ is a staff-owned chartered financial planning firm that offers a full range of life planning and financial advisory services…

Useful sites

Pension Advisory Service

An independent source of advice and information on pensions

PensionWise

Impartial advice on pension options

HMRC

Tax Rates
Pension allowances
ISA Rules
Capital Gains Tax

Moneyfacts

Current savings rates

Money Advice Service

General advice on savings and debt

ONS Life Expectancy

How long does your pension need to last?

Search the EQ library

Search for articles and case studies

Got a question...?

Explore by topic

Pensions

Retirement

Investments

Protection

Inheritance

Tax planning

Impact investing

Retirement in focus

Know your options at retirement

How long will my pension need to last?

Making pension contributions on behalf of your spouse

Exceeding the lifetime allowance

Tax in focus

Tax matters

Pros and cons of ISAs, GIAs and SIPPs

Splitting assets between married couples

Use or lose your annual capital gains allowance

Impact in focus

Positive Impact Methodology 2020

Methodology – impact measurement for SDG 12

Q&A: What is impact investing?

Impact report 2018 – EQ Positive Impact Portfolios

Free guides

Managing your personal finances in difficult times

Introducing EQ

Giving is great

Introducing EQ

Giving is great

How to buy protection insurance

Giving is great

How to buy protection insurance

Know your options at retirement

How to buy protection insurance

Know your options at retirement

Investing tips for young professionals

Know your options at retirement

Investing tips for young professionals

Investing for Children

Investing tips for young professionals

Investing for Children

10 Common Investing Mistakes

Investing for Children

10 Common Investing Mistakes

Managing your personal finances in difficult times

10 Common Investing Mistakes

Managing your personal finances in difficult times

Introducing EQ

Useful sites

Pension Advisory Service

PensionWise

HMRC

Moneyfacts

Money Advice Service

ONS Life Expectancy