Wednesday, August 8, 2018
The Review: How to attract and retain millennials
EQ Investor’s HR manager, Olusoji Olufunwa, explains how EQ works with the Spear Programme. (subscription service) Read more
Newsroom
EQ features regularly in the mainstream media and in trade publications: here is a selection of recent articles featuring commentary by the team.
Tuesday, August 7, 2018
Overseas pension transfers: regulation, taxes and scam risks explained
You might want to retire abroad, but what happens to your pension? EQ's Jeannie Boyle answers the big questions. Read more
Thursday, August 2, 2018
Portfolios get ethical doppelgangers at Magenta
The firm used to design its ethical portfolios in-house, but has recently begun outsourcing to London-based EQ Investors, which runs a host of specialist environmental, social and governance (ESG) portfolios. Read more
Thursday, July 26, 2018
10 summer holiday tricks to teach your children about cash
EQ's Ben Faulkner provides a tip on how to use the long school break to instil essential financial know-how in your kids. Read more
Tuesday, July 24, 2018
EQ Investors staff take 22% in first share allotment
EQ staff have become the third largest holders of the company Read more
Tuesday, July 24, 2018
Advice chief sells fifth of firm to employees
Staff at financial planning firm EQ Investors are now the third largest shareholder after the firm's founder sold parts of his stake to them. Read more
Saturday, July 21, 2018
The Times: How to make the most of your pension lump sum
EQ's Jeannie Boyle discusses what you need to know when you’re taking your tax-free cash from your pension. Read more
Thursday, July 19, 2018
Eight wealth managers reveal their top H1 calls
Portfolio Manager, Kasim Zafar, reveals his top strategy calls in the first half of 2018. Read more
Thursday, July 19, 2018
An investor perspective on the motability scheme
EQ Portfolio Manager, Damien Lardoux, lays out why he remains supportive of the business responsible for the delivery of the Motabilty Scheme. Read more
Saturday, July 14, 2018
The Times: portfolio therapy – ‘Help me to make sense of my public sector pension’
In the latest Times Portfolio Therapy, EQ's Freddie Cleworth, advises an author returning to work. Read more
Friday, July 13, 2018
Taking tax-free cash from a pension: what you need to know
Jeannie Boyle, Director & Chartered Financial Planner at EQ Investors, explains what you need to know when you’re taking your tax-free cash from your pension. Read more
Wednesday, July 11, 2018
EQ receives Good Egg mark for second year running
EQ Investors has received the Good Egg mark for responsible financial services companies for the second year running. Read more
