Why this Pro Runner Moved Her RA to EasyEquities

Ann Ashworth, a passionate runner and investor, recently made a game-changing move in her financial journey by transferring her Retirement Annuity (RA) to EasyEquities. The decision was driven by her need for flexibility, control, and transparency - values that align perfectly with EasyEquities’ innovative approach to retirement savings.

Here’s Ann’s story, in her own words, and how she’s using the platform to take charge of her financial future.

The Importance of Retirement Planning

“Assuming I will live longer than I will be able to work and earn an income, I need to save now for what I will need later,” says Ann. Like many, she recognizes that saving for retirement is essential to maintaining financial security in the years ahead.

But traditional RA providers often come with rigid structures and high fees that can make saving more difficult - especially for someone like Ann, whose income is variable.

Why Ann Chose EasyEquities

Ann’s journey with EasyEquities began in 2016 when the platform sponsored her running club, Born2Run. She quickly learned about the ease of investing through the platform and became a committed investor.

When it came to her RA, EasyEquities stood out for several reasons:

“I love how easy it is, how simple it is to control and increase or decrease how much I invest, and being able to control my investments personally, without worrying that a financial advisor is secretly laughing at me offline,” she explains.

The flexibility to invest what she can, when she can, was a key factor in her decision. “Because my income is variable, I can’t always commit to a set amount every month. Now I can invest what I can, when I can, with no admin.”

What Makes EasyEquities RA Unique

Ann isn’t the only one benefiting from EasyEquities’ Retirement Annuity. Here are the standout features that make it a compelling choice:

• Wide Range of Investment Options: EasyEquities offers access to unit trusts from the top providers, such as Allan Gray, Coronation, NinetyOne and M&G; and unique options like government bonds - giving investors unparalleled choice.
• Flexibility: Unlike traditional providers, there are no minimum contributions or compulsory monthly deposits. You can invest on your own schedule and according to your own budget.
• Competitive Fees: EasyEquities’ low fees ensure that more of your money goes toward growing your retirement savings.
• Full Control and Transparency: Investors can track their RA daily, adjust their portfolios, and skip the hassle of dealing with brokers.

1% Cashback*: A Bonus for Switching

EasyEquities is currently offering a 1% cashback* initiative for anyone who transfers their RA. It’s an opportunity to boost your retirement savings while taking advantage of the platform’s unique features.

Ann’s Advice for Others

When asked what she would say to those considering moving their RA, Ann is clear: “If you find yourself in a similar situation to me - needing complete freedom and flexibility in how you invest and save, without constantly harassing a financial advisor or worrying about what they think - EasyEquities is the perfect solution for you.”

Take Control of Your Retirement Savings

Ann’s story highlights the transformative benefits of an EasyEquities RA. Whether it’s flexibility, transparency, or the chance to save on fees, EasyEquities empowers investors to take control of their financial futures.

If you’re ready to explore your options, consider transferring your RA to EasyEquities today and enjoy the 1% cashback* offer.

*Ts and Cs apply