Fundment launches Lifetime ISA to 'deliver on adviser demand'

‘Advisers have been asking us for a Lifetime ISA'

Isabel Baxter
clock • 2 min read

Advice platform Fundment has launched a Lifetime ISA to deliver on adviser demand.

When using the Lifetime ISA, clients can transfer cash or investments from another ISA (or a matured child trust fund) into the Fundment LISA – with in-specie transfers available from a stocks & shares ISA or another Lifetime ISA. "The Lifetime ISA is a type of ISA introduced in 2017, but few advised platforms offer them," according to Fundment. Fundment's suite of in-house wrappers and accounts also includes a personal pension, junior pension, stocks and shares ISA, junior ISA and general investment account. Chief executive Ola Abdul said: "Advisers have been asking us for a Lifet...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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