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Barnett Waddingham
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What you need to know about the LISA

Published by Phil Duly on

The latest Individual Savings Account (ISA), the Lifetime ISA (LISA), launched on 6 April 2017 and is designed to help individuals buy their first home or save for retirement.

In this briefing we answer the key questions around the LISA. We also discuss the differences between the LISA and the Help to Buy ISA, and the LISA vs pensions.

What you need to know about the LISA
160.0 KB | PDF

About the author

  • Phil Duly

    Phil advises a range of UK businesses on DC pension issues including strategy, provider selection, auto-enrolment, governance and member engagement. Phil supports the wider DC team on proposition, provider evaluation and technical research.

    View Biography

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