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Turning 40 this week-need LISA info please

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  • Alexland
    Alexland Posts: 10,561 Forumite
    Eighth Anniversary 10,000 Posts Photogenic Name Dropper
    Alexland said:
    HL are no longer an option as they don't accept inbound LISA transfers.
    I am going to correct myself. Although HL state on their website that they do not accept inbound LISA transfers it seems that if you try opening an account after your 40th birthday their application process asks if you already have a LISA and if so directs you to download a LISA transfer form!

    As such you may wish to try transferring your Skipton LISA to HL so that you can invest in a multi asset fund which is likely to beat inflation over the next 20 years.

    If you go ahead please let us know how the transfer goes! Credit to masonic for first spotting this.

    Alex
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