From Mystery to Mastery: Holly’s RA Move to EasyEquities

For years, Holly Robson did what most of us do. She set up a retirement annuity, the debit orders went off each month, and she assumed things were ticking along fine. Except... she didn’t really know what was happening with her money.

That changed when she moved her RA to EasyEquities.

Why she made the move:
Holly wanted visibility, flexibility, and actual control over her retirement savings. With her previous provider, she only received updates once or twice a year. She had no say in what her RA was invested in, and no real way to track or influence performance.

What changed with EasyEquities:

• Full transparency: Accessible at any time. Clear product choices.
• True flexibility: No minimums. No forced contributions.
• All-in-one: Her RA now sits alongside her other investments - all in one place.
• Low cost: No hidden layers of fees.
• Bonus? A 1% cashback* on the value of her transfer.

The process? Surprisingly easy.
“I thought it would be a schlep,” says Holly. “But I only filled in a couple forms - the Easy team handled the rest.”

What she’d tell others:
“It’s not complicated. And that sense of empowerment? Totally worth it.”

Thinking about making the move?
If you’ve got an RA elsewhere, you can transfer it to EasyEquities and get 1% cashback* to invest your way. And more importantly - take full control of your financial future.

*Ts&Cs Apply