Fundment launches Stocks & Shares Lifetime ISA
We are pleased to announce the launch of our Stocks & Shares Lifetime ISA (LISA), expanding the options available to advisers and their clients for tax-efficient savings.
As an adviser-led platform, we've developed the Fundment LISA in direct response to feedback from our adviser partners.
Our new offering also addresses the limited availability of LISAs on advised platforms, providing a valuable tool for clients saving towards their first home purchase or retirement.
Keeping it simple
Our digital platform prioritises efficiency in account opening and transfers. Clients can easily transfer cash or investments from existing ISAs, including matured Child Trust Funds, into our LISA.
For those with current Stocks & Shares ISAs or LISAs, we also support in-specie transfers, ensuring a seamless transition.
Expanding our offering
The Lifetime ISA complements our existing range of products, which includes:
Personal Pension
Junior Pension
Stocks and Shares ISA
Cash ISA and Cash Lifetime ISA
Junior ISA
General Investment Account
What advisers are saying
Matt Greer, a Chartered Financial Planner with Navigate IFA, said several of his clients had been pushing for access to a LISA.
"Clients in a Lifetime ISA earn £1 for every £4 they put in – a tremendous reward for those saving towards their first home or retirement. For us as advisers, there aren't many platforms that offer a LISA, so we're delighted with Fundment. I can't wait to share the good news with my clients!"
Sharon Bray, Practice Manager at Jacksons Wealth Management, echoed a similar sentiment: "We're always looking for more options from our platform providers. Since day one, Fundment hears us and works with us to evolve a better experience for us and our clients.”
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