May 18 • 💬General discussion
Pension vs Lifetime ISA – Which Made More Sense?
I recently spoke with someone who was self-employed, had never opened a pension before, and wanted to start planning properly for the future.
Interestingly, after talking things through, we decided a Lifetime ISA (LISA) actually suited their situation better than a pension right now.
In this video, I explain:
• what a LISA is
• who it’s for
• the government bonus available
• and why it worked well in this particular case
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Pension vs Lifetime ISA – Which Made More Sense?
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