EasyEquities RA Switch for Cash Offer Extended

Thanks to the overwhelming success of the EasyEquities RA Switch for Cash* initiative, we’ve decided to extend the offer indefinitely. That’s right - you’ve got more time to join the thousands of people who are taking control of their retirement savings and earning a little extra while they’re at it.

The Success Story Everyone’s Joining

Since we launched this campaign in October 2024, thousands of people have started transferring their retirement annuities (RAs) to EasyEquities. Together, these transfers represent hundreds of millions in transfer value.

What’s even more inspiring is the variety of people making the move. We’re talking about everyone - from fresh graduates just starting their careers to those who are preparing to enjoy their golden years. Regardless of where you are on your journey, EasyEquities is here to make your retirement savings work harder for you.

Why Are So Many People Making the Switch?

Let’s break it down. Here are some of the reasons people are loving EasyEquities for their RAs:

• It’s all about control: With EasyEquities, you’re in the driver’s seat. You decide how your retirement savings are invested, whether that’s in Government Bonds, Actively Managed ETFs, Unit Trusts from renowned providers, Managed Portfolios (Bundles) or a mix of everything. No middlemen, no hidden fees - just you and your financial goals.
• Everything in one place: Life is complicated enough, so why not simplify your investments? EasyEquities lets you keep all your investments together on one easy-to-use platform. Whether it’s your RA, stocks, or crypto, you can manage it all seamlessly.
• The 1% cashback* is a winner: Who doesn’t love a little extra? When you transfer your RA, you’ll get 1% cashback*. And we love to see how people are using that cashback - some are reinvesting it in local shares, others in ETFs, crypto, or bonds. The choice is yours!
• It’s easy on the wallet: With EasyEquities’ low fees, you get to keep more of your money working for you, not disappearing into admin costs.

Real People, Real Stories

One of the best parts of this campaign has been hearing your stories. For some, switching their RA was about breaking free from complicated, outdated systems. For others, it was about maximizing their retirement savings with a platform they can trust. Whether you’re just starting out or gearing up for retirement, EasyEquities is helping investors of all ages and stages feel confident about their financial future.

Join the Movement!

If you’ve been thinking about making the switch, now’s the perfect time. With the campaign extended indefinitely, why wait?

Transferring your RA is quick and easy. Plus, you’ll join a growing community of investors who are taking charge and enjoying the benefits of a platform designed for them.

Ready to get started?

Let’s make 2025 the year you unlock your financial future.

Your retirement, your rules.

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