Webinar

Key Facts About ISAs

1 year ago

In this video Lisa Webster will take you through all things ISA. From eligibility rules, applications and subscriptions to transfers, withdrawals and what happens to an ISA when the account holder dies. She’ll also cover the rules around Junior ISAs and have a look at the extra features – and drawbacks – of Lifetime ISAs.

Video
Author
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Lisa Webster
Name

Lisa Webster

Job Title
Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

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