Key facts about ISAs

1 year ago

This week’s fix of online technical content will see Senior Technical Consultant Rachel Vahey talk us through the key facts surrounding ISAs.

Rachel will cover a vast array of ISA-related information, to include applying and subscribing; withdrawing and transfers; what happens on death; qualifying investments; and the all-important financial planning – covering many questions your clients may ask.

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Rachel Vahey

Rachel Vahey

Job Title
Head of Policy Development

Rachel is Head of Policy Development 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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