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.