IQ&Co

02/09/2026

What is a pension? and how does it work? 🤔

In the next instalment of our Jargon Buster series, we’re breaking down how pensions can
help you save for the future and prepare for the retirement you want.

Whether retirement feels just around the corner or still a long way off, it’s never too early to
understand your options.

Have questions about your pension?
Speak to an IQ & Co Financial Adviser today:

028 9042 8000
[email protected]
iqandco.com

IQ&Co and Mortgage IQ are trading names of IQ&Co Ltd.
IQ & Co Ltd is an Appointed Representative of and represents only St. James's Place Wealth
Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 12/08/2026

02/09/2026

01/09/2026

New term. New routine. And maybe a little more time to get your finances sorted.

September has a way of resetting everyone’s routine, new school runs, new schedules
and a full calendar again after the summer.

It can also be a good time to reset something else: your financial plan.

For many families, summer can shift the usual routine. Childcare costs change,
spending looks different and regular savings might take a pause. None of that is
unusual, but September is a useful point to check back in before the year gets even
busier.

A few things worth reviewing:
• Summer spending against your usual budget
• Direct debits and subscriptions
• School and childcare costs
• Regular savings and contributions
• Whether it’s time for a financial review

Appointments are available after the school drop-o & at a time that suits you,
making it easier to fit financial advice around family life.

So, once the bags are packed, lunches are made and the kids are through the school
gates… maybe it’s time to put your financial plans on the agenda too.

Get in touch with the team to book an appointment today:
www.iqandco.com

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IQ & Co Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 27/08/2026

28/08/2026

A fantastic evening with Women in Business NI ✨

Ela and Gillian recently attended the Women in Business NI New Members event, and it was brilliant to see such great energy and enthusiasm in the room.

As proud supporters of these events, we always enjoy the opportunity to connect with women from across the local business community, share ideas and build new relationships.

A special thank you to Suzanne Robinson Style for a brilliant session on dressing for success, personal style and the role both personal and corporate branding can play in how we show up in business.

A really enjoyable evening all round 🎉

27/08/2026

🚴‍♂️💜 The IQ Cycle Challenge is back! 💜🚴‍♂️

Members of Team IQ, alongside Dromore Cycling Club, will take on an epic 150km journey in support of Young Lives vs Cancer!

The cyclists will set off from Dromore, head to our Bangor branch, then visit every IQ branch along the route, before crossing the finish line in Ballymena.

Not everyone will be on the road though! Teams in our branches will be joining- matching the miles being covered by the main group.

Expect plenty of fun, craic and lycra 😜!

🚴💜 Please help us raise as much as possible for this incredible charity.👇

Donate here 🔗➡https://www.justgiving.com/page/iq-and-co-21?utm_medium=FR&utm_source=CL

💜🚴‍♂️

27/08/2026

Financial worries don’t always stay at home. 🏡😣

Supporting financial wellbeing in the workplace can help employees better understand their
money, feel more confident about their future and engage with important areas such as
pensions, protection and financial planning.

At IQ & Co, we can work with businesses to provide accessible financial education and guidance tailored to their team.

Interested in supporting financial wellbeing within your workplace?
📞 Call our team on 028 9042 8000
📧 [email protected]

More Information via our website:
https://iqandco.com/business-services/financial-education-in-the-workplace/

IQ&Co and Mortgage IQ are trading names of IQ&Co Ltd.

IQ & Co Ltd is an Appointed Representative of and represents only St. James's Place Wealth
Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/07/2026

25/08/2026

ISA… three letters you’ve probably heard before, but what do they actually mean?

ISA stands for Individual Savings Account - a tax-efficient way to save or invest your money.
In our latest Jargon Buster, we explain how ISAs work and why they could form a useful part
of your financial plan.

Want to know whether an ISA could be right for you?
Speak to an IQ & Co Financial Adviser today.
📞 028 9042 8000
📧 [email protected]
(Link in Bio)
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IQ&Co and Mortgage IQ are trading names of IQ&Co Ltd.
IQ & Co Ltd is an Appointed Representative of and represents only St. James's Place Wealth
Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 05/08/2026

20/08/2026

Financial advice for every stage of life. 🏡 🧑‍🧑‍🧒‍🧒🔐💼

From planning for retirement and making your money work harder, to protecting your family or supporting the future of your business, IQ & Co offers a wide range of financial planning services built around you.

📍With branches across Northern Ireland, our advisers are never too far away.

Through Financial Wellbeing NI, we also deliver workplace events designed to help employees better understand their finances, feel more confident about money and plan for
the future.

Not sure where to begin?
Speak to an IQ & Co Financial Adviser today.
📞028 9042 8000
📧 [email protected]
iqandco.com

IQ&Co and Mortgage IQ are trading names of IQ&Co Ltd.
IQ & Co Ltd is an Appointed Representative of and represents only St. James's Place Wealth
Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 12/08/2026

19/08/2026

A great day catching up with fellow members of the local St. James’s Place community 🫱🏻‍🫲🏼

Some of the IQ team recently came together with colleagues from across the Partnership to discuss important business updates, new developments and ways we can continue to enhance the support we provide to our clients.

It was also lovely to see IQ’s achievements recognised too 🎉

A huge thank you to our clients for continuing to put their trust in us, and of course to every member of the IQ team - we couldn't do it without you!

18/08/2026

📣 Business Owners
You’ve invested time, energy and plenty of hard work into building your business.
Have you taken time to plan for its financial future too?

From protecting key people to supporting your employees and planning your own exit or
retirement, the right financial planning can help you protect what you’ve built and prepare
for what comes next.

Let’s start with a conversation on about your business and where you want to take it.
📞Call our team on 028 9042 8000
📧 [email protected]
🌐 iqandco.com

IQ&Co and Mortgage IQ are trading names of IQ&Co Ltd.

IQ & Co Ltd is an Appointed Representative of and represents only St. James's Place Wealth
Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/07/2026