Make sure you don’t run out of money or face a reduced standard of living
The start of the tax year on 6 April 2017 saw the launch of the Lifetime ISA (LISA), which was announced in the 2016 Budget. This new type of ISA is designed to help you save for a first home or for your retirement at the same time. To be eligible, you have to be aged between 18 and 39 years old (up until your 40th birthday).
As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing properly for anything new requires planning and commitment. Spending time on planning now will ensure you enjoy the retirement you’ve worked hard to achieve.
Registered Office: 11 Mallard Way, Pride Park, Derby DE24 8GX. Telephone: 0333 444 0089
Registered in England & Wales. Registration Number 08049376.
Co-operative Wealth is a trading name of Co-operative Independent Financial Solutions Ltd,
which is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.