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    • Home • Advice • Common questions

    What's the best account to transfer my LISA to?

    23 December 2021

    Question by Francis

    Hi, I’d love thoughts on what is the best account to transfer my LISA to? My current provider (Wealthsimple) is closing shop

    Answered by James Greenly

    Hi Francis

    Boring Money has done some excellent research into the main Lifetime ISA providers, and you can check it out here.

    You can enter your current LISA amount under 'lump sum', and also specify if you plan on making any regular savings.

    It will break down the providers in terms of ratings, reviews, top features and, importantly, costs and charges.

    I hope that helps.

    Best wishes

    James

    Answered by

    James Greenly

    Chartered Financial Planner

    I am a Chartered Financial Planner at Capital Asset Management, a boutique financial planning and wealth management firm based in the City of London.

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    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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