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A closer look at Lifetime ISAs

3 months ago

Our Senior Technical Consultant, Rachel Vahey, is back – this time, she’s taking an in-depth look at the Lifetime ISA (LISA).

In this session, Rachel will cover applying and subscribing, transfers and withdrawals, as well as some important financial planning aspects to consider. To let you see how the LISA could work for your clients, Rachel will also provide a comparison against pensions and the help-to-buy ISA.

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Rachel Vahey
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Rachel Vahey

Job Title
Senior Technical Consultant

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

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