EQi accounts

A Flexible Stocks and Shares ISA

• EQi is one of the few providers to offer a flexible ISA.
• Invest up to £20,000 per year and any gains are tax-free.
• You can withdraw money, and pay it back in the same tax year, without it counting against your annual £20,000 allowance.

Find out more about EQi Flexible ISAs

Self-invested Personal Pensions

• Invest in a wider range of assets than traditional pensions, such as trusts or individual shares.
• Choose from over 50 SIPP providers.
• SIPPs share the significant tax benefits common to other private pensions. The government automatically pays an extra 20% into your pension (the basic rate of tax). If you pay a higher rate of tax, you may be able to claim back up to 46% via a Self-Assessment tax return.

Find out more about EQi SIPPs

EQi Dealing Account

• Gives you access to over 8,000 global investments.
• Unlike the flexible ISA or SIPP, there are no restrictions on how much you can invest, so you'll have the freedom to build your investments without limits.
• When customers trade, EQi meet best execution price in the market 99.9% of the time and if they don't, they automatically refund the commission you paid.

Find out more about EQi dealing accounts

Equiniti Financial Services Limited will pay Saga a one-off introductory fee if you open an account with EQi and trade to a minimum value of £2,000.